Donor Discovery Settings

Batch Wealth Screening

• The total number of screenings that you have remaining

• Days remaining on trial/contract

You can run a batch screening directly from the Control Panel based on Net Worth and MG EVI. To do so, follow these steps:

• Net worth - Select the minimum Net Worth value of the constituents you would like to screen

• Major Giving EVI (Optional) - Select a minimum MG EVI score of the constituents you would like to screen. This is an optional selection.

• Run Batch Screening

Batch Screenings By Month