Wealth screening is extremely valuable to nonprofits because it provides insight into the giving potential of donors and prospects. Our wealth screening services grant you access to detailed wealth identification information that can help you qualify and cultivate your best donors and prospects. We work your preferred wealth screening vendor to screen a subset of donors, prospects, or your entire database and map the results directly into an individual record so you have information where it's most useful to you. Identify potential wealth in your database, cultivate your relationship with a donor or prospect, and ensure that you ask for the right amount, in the right form, at the right time.
Benefits
- Identify Your Best Major and Planned Gift Prospects – With WealthEngine's online wealth screening service, you'll receive detailed profiles on prospects in minutes.
- Maximize Gifts By Asking For The Right Amount At The Right Time – With the best and most comprehensive wealth, business and philanthropic data available, we can customize a prospect research solution that fits your fundraising needs and resources.
- Attract and Retain Wealthy Donors – Donor screenings show you which donors and prospects you should target.
- Data Mining – Mine your very own data! Find existing donors in your system who may have the potential to become major donors.
Experience – Our partnership with WealthEngine means you get the very best successful wealth screening program, and you can be assured that the best practices are always followed.
Focus – Focus on the donors you should target while our easy and integrated screening process works for you in just a few clicks.
Teaming – The benefits of integrating your screening results are numerous. Integration allows the fundraising team to house information on all donors in one location so that a specific strategy can then be assigned. Because of the strategic partnership between SofTrek and WealthEngine, you get the very best team and integration in one package.
Contact us to learn more about the data services that would benefit your nonprofit's ability to effectively manage your donors and successfully support your mission.
