DONOR WEALTH SCREENING

Do you have a donor database full of passionate loyal donors but have no idea what they can give or even if they can? The first step in major gift fundraising is knowing who has the capacity to make a transformative gift to your organization. 

Our donor wealth screening service reveals these hidden gems within your database that are not only passionate about your cause and have a strong affinity to your organization, but that also can make five and six-figure gifts to you. For each of your donors (and their partners!), you will learn:

- What private and public boards they sit on

- What their company name is and their position

- Whether they are on the who's who list

- Boat ownership

- Airplane ownership

- Public sector salary

- Donations (political, education, health, arts, social services, and animals)

- Household dwelling value

- Household net worth

- Household annual income

- Giving capacity (5% of net worth, 2% of income)

- Average 5-year capacity

- Capacity rating

- Affinity score

With these insights, you can fill up your fundraisers' portfolios with prospects who have high capacity that are just waiting to be called by your fundraisers!  

How The Wealth Screening Process Works

All you need to get started is a list of your donors names and address. We then send off the data file to our charity intelligence database screener using secure data transfer protocols. They then match the donors' information against the massive amount of information they have on these donors and send us back the data file for review. 

The results are reviewed by us and top major gift and planned gift prospects are identified and sent to you (along with the dataset). Armed with this information, your fundraisers will be ready to reach out to these qualified prospects and confidently begin the discovery process!

How We Protect Our Clients' Data

We take our responsibility for protecting our clients' data very seriously. Along with the usual cyber-security measures (antivirus protection, VPN deployment, IT security procedures, data encryption) we also employ a Privacy By Design framework. PbD was created by Deloitte Canada to enable data manipulation and analysis while simulataneously protecting clients' data security. Here's how it works:

• Data Minimization (Reduce the data collected) – This involves having no personally identifiable information being collected unless a specific and compelling purpose is defined – effectively eliminating privacy risk at the earliest stage.

• De-identification (Make individuals less identifiable) – This involves datasets being stripped of all information that could identify an individual, either directly or though linkages to other datasets.

• User access controls (Restrict access) This is a set of processes that grant or deny specific requests to obtain information, and is generally combined with other security policies to safeguard personal information.