Wealth Summary
Summarizes all data contained on the Affiliations, Assets, Biographical, and Giving tabs in an organized, easy-to-read format.
Wealth information is data used to track your constituent’s estimated wealth. Knowing the types and amount of wealth your constituents possess allows you to better determine cultivation strategies and determine the constituent’s giving potential.
From a prospect’s Wealth and Ratings screen, you can enter a variety of wealth-related information, such as real estate, stock, pension, and salary. If you subscribe to WealthPoint, the wealth screening solution from Target Analytics, you can also import all WealthPoint data obtained by Target Analytics.
Note: The WealthPoint service helps you identify your best major and planned gift constituents, attract and retain wealthy donors, maximize gifts, determine the wealth potential of your entire database, set reasonable campaign goals, and free up staff resources for person-to-person fundraising.
For organizations, groups, and households wealth information is arranged in the Wealth summary grid of the prospect's Wealth and Ratings screen.
For individual prospects wealth information is arranged in a series of tabs that categorize the data collected.
Tip: Before you begin to research a prospect, we recommend you review how we use confidence ratings in ResearchPoint for the WealthPoint data. The higher the number, the greater confidence that the data is a match to your prospect. You can even learn how to adjust the confidence rating settings to meet your organization's needs.
Wealth Summary
Summarizes all data contained on the Affiliations, Assets, Biographical, and Giving tabs in an organized, easy-to-read format.
Model Scores
Contains an integrated analytics tool that helps identify prospects most likely to give a gift to your organization. It helps your organization predict actions including planned and recurring gifts, membership renewals, and which constituent will become a major donor.
Assets
Houses real estate, business, securities, and other asset ownership information, in addition to income and compensation data and wealth indicators.
Giving
Houses the prospect's giving information, such as donations to your organization, philanthropic gifts to other organizations, and political donations.
Affiliations
Houses information about the prospect's non-profit and foundation affiliations, in addition to network connections and constituencies.
Biographical Information
Houses personal information, such as name, marital status, and gender; along with contact information, relationships, interests, and education.
Social Summary
You track the social media accounts for your prospects and if you have the Social Media Finder subscription, social media accounts, profile images, demographics, and ratings appear here after a WealthPoint screen.
Link Tank
The Link Tank window, nested in the right side of the Wealth and Ratings screen, provides links to popular online data resources. These resources are popular tools for prospect researchers. Housing the links within the application gives researchers quick access to sites like MarketWatch, Guidestar, and InvestorWords. The links open the web page in a separate window, allowing you to easily toggle between the application and the website. To toggle the window on and off, click Link Tank above the window on the right side of the page.
Prospect Research Report
The Prospect Research Report provides details about a selected prospect’s wealth information. To access the report, click the Prospect research report link under Reports on the prospect’s Wealth and Ratings page. Once the Prospect Research Report page appears, use the grid at the top of the page to select what information you want to include in the report.