When it comes to customization, DonorSearch lets customers to tailor research parameters based on their unique wants. This adaptability makes sure that Every research is as appropriate and successful as you possibly can, assisting nonprofits enhance their fundraising endeavours.

Look at your donor info to see what fields you have to update and what you must fill in, utilizing your investigation given that the evaluate of what You may have at the conclusion of the screening process.

You could be hunting mainly for inventory current market insiders, private business owners, women with deceased spouses over the age of 70, or Another mix of attributes.

As outlined, prospect study assists determine donors who are affiliated with companies offering matching present applications, probably doubling their donations without having requiring more energy from the donors by themselves.

This includes providing access to webinars, situation experiments, web site posts, and various academic supplies to help corporations recognize and make the most of your platform’s abilities.

Wealth-X Screening Wealth-X Screening unlocks the opportunity within your purchaser or prospect data. Our verified skills in wealth valuation, and matching and identity resolution, permits website our team of authorities to monitor your data additional properly and with larger effects across the globe. Determine extra

All through this phase, you’ll wish to section your supporters based upon shared properties, like:

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 Analytics and rankings are included for each prospect including an annual reward score, planned reward score, and key reward rating.

Following studying this short article, you should improved understand how to leverage wealth screening tools to enhance your fundraising procedures, prioritize initiatives, and foster significant donor associations. 

WealthEngine also distinguishes by itself by check here way of its determination to empowering nonprofits Using the methods they have to successfully leverage wealth intelligence.

By way of example, you might have a trustworthy donor whose contributions have steadily enhanced in the last five years. With prospect investigate, you'll be able to examine that donor’s heritage and figure out the top technique to request a major donation.

Wealth-X Salesforce Application Merge the Wealth-X database using your current Salesforce data to here get a holistic photograph of shoppers and prospects, including an analysis in their wealth and current romantic relationship network, to conduct significant conversations here and convert new business. Find out extra

Wealth prospecting equipment also help in segmenting and prioritizing prospective buyers. Determined by the data gathered, fundraisers can website categorize prospective customers into distinctive tiers or groups.