Wealth and Ratings

Wealth information is data used to track your constituent’s estimated wealth. When you know the types and amount of wealth your constituents possess, you can better determine cultivation strategies and the constituent’s giving potential.

From a prospect's constituent record, under More information, select Wealth and ratings. From this page, 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.

Tip: WealthPoint 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. For individual prospects, wealth information is arranged in a series of tabs that categorize the data collected:

  • • 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 biographical data collected from the Who's Who database.