WealthEngine

Uncover the hidden potential in your database through wealth appends (wealth screening). Whether you append all or part of your donor database or prospect list—on one occasion or through a scheduled plan—wealth appends identify donors with the best ability & propensity to give setting you on track to focus your efforts on the best prospects for each solicitation.

By segmenting and prioritizing your database and lists using ratings & scores, you can establish a data-driven cultivation strategy for each of your donor/prospect pools that’s sure to bring greater success. Depending on the size of your wealth appends, you can have your results seamlessly posted into your FindWealth Online account for integrated research and data analysis.

The Wealth Append Process

• Segment—assign to the right fundraising program or campaign
• Manage—prioritize and target the right constituents for the right ask
• Cultivate—find those with the ability for new or increased gift amounts
• Track—Further qualify and assess prospects and determine ROI for each solicitation

Scheduled screens, performed in batches, for all or part of your database Necessary for custom analytics projects

Ideal for weekly, daily or occasional scrrening for small groups of records May be either scheduled or on-demand