WealthEngine

FindWealth Screening allows for large database and batch screening for every type of fundraising activity.

Key Features

• Largest and broadest range of data with 35+ data sources
• Patented Loop Analysis runs your records over and over again as each new piece of information is added to the profile, so no detail is missed.
• Proven Propensity to Give (P2G) statistical ratings segment your donor universe so you can be sure to make the right ask.
• Data enhancement options allow you to layer additional profile data including date of birth, phone number and email.
• Three levels of detail allow you to view your screening results at a summary level then move to a granular level for deeper analysis.
• Flexible delivery options to meet your timing and internal architecture.
• Easy integration with 50+ DMS/CRM platforms.
• Direct link to FindWealth Online prospect research tool for detailed individual profiles.

WebExpress provides your organization with the opportunity to survey prospect data—when you need it. 

Key Features

• Data can be reviewed at various intervals—daily, weekly, monthly or quarterly.
• OnDemand Screening allows you to screen lists when you need them.
• Specifically designed to handle ongoing batches of prospect records—up to 4,000 records per day. 
• Simply set up your file format for automated daily submission.
• Segment and prioritize to develop a more thorough solicitation strategy that allows you to be more efficient and focused.
• Results are returned within hours and posted to your FindWealth Online History Section.
• Data can be imported into your donor management system (DMS).

Ideal For:

• New patients on a daily basis in a hospital or health care setting
• New parents and alumni for schools and higher education
• Newly acquired donors for any direct mail solicitation
• Advance ticket purchasers for special events and attractions