Do you wish you could update your database records, sharpen your segmentation for annual fund messaging, and finally identify your next major gift prospects — all without blowing your budget? You’re not alone.
A wealth screening is a service that takes your existing donor database and matches your records against external data sources to produce wealth indicators — things like real estate holdings, stock ownership, business affiliations, and estimated net worth. The result is typically a wealth score or capacity rating assigned to each record.
A note on the mixed economic signals reshaping major gift fundraising Retail sales are on track to hit $5.6 trillion… Read More »Are My Donors Okay? How the K-Shaped Economy Is Splitting Your Prospect Pool in Two
You’ve seen the debate play out. On one end of the rope: people convinced A.I. will upend everything we know… Read More »Monkey in the Middle: A.I. Tug of War in Fundraising Research
Gift capacity ratings promised to revolutionize fundraising. Suddenly, thousands of records could be matched to wealth data and assigned scores. Your prospects could be assessed by their potential capacity in dollars. All that’s left to do is ask for the gift, right?
You hit the “submit request” button. Three days later, a prospect profile lands in your inbox. You open it eagerly, and… it’s everything you already knew. Or worse—it’s missing the crucial piece of information you found on Google in 30 seconds.
Is your organization asking the same donors to support every campaign? Is your major gift pipeline drying up with fewer… Read More »Is Your Major Gift Pipeline Running Dry? Meet the A.I. Solution That Might Change Everything
Navigate requests, set realistic expectations, and prove your value as a solo prospect researcher You’re the only researcher. Every request… Read More »Solo Researcher Survival Kit Workshop
Gift “Kapacity” Ratings in the K-Shaped Economy What if you’re missing your biggest prospects because you’re using the wrong measuring… Read More »K-Shaped Capacity Ratings Workshop
Master the art of delivering insights that connect fundraisers with donors Does this sound familiar? A development officer tells you… Read More »Research as Strategy Workshop