Giving indicators

Giving indicators, which appears under Wealth, include a prospect's estimated net worth and total confirmed assets.

Estimated wealth

Note: Some wealth attributes may not be available for certain prospects.

Wealth attributes appear below Estimated wealth and are defined as follows:

Estimated net worth — Provides the projected net worth based on known data and analytics for the individual or household if individual income is unavailable.
Estimated annual income — Provides the projected income for the next 12 months based on known data and analytics for the individual or household if individual income is unavailable.
Estimated discretionary spending — Provides the projected discretionary spending the household has available and is prepared to spend in the next 12 months.
Estimated invested assets — Provides the projected total liquid assets based on known data and analytics for the individual or household if individual assets are unavailable.
Estimated donor category — Provides the estimated donor category for the prospect. Donor categories, or personas, provide a different way of considering prospects and evaluating what approaches may work best for engaging them. For a description of the different donor categories, see Donor categories.

Note: Some wealth assets may not be available for certain prospects.

Under Real estate, you can view the following estimated values.

Properties — Indicates the estimated total amount of real estate holdings for the prospect's household.
Valuation — Indicates the estimated total value for the holdings indicated in Properties.

Under Business ownership, you can view the following estimated values.

Business — Provides the estimated number of businesses owned by members of the prospect's household.
Ownership value — Indicates the individual's estimated ownership value for the businesses indicated in Business. The value is calculated based on the value of the businesses and the estimated percent ownership by the individual or members of the prospect's household. If the percent ownership is not disclosed, the ownership value may display $0.

Under Securities, you can view the following estimated values.

Securities — Provides the estimated stock holdings information on public company officers, directors, and major shareholders. A major shareholder is someone who is not an officer or director, but owns at least 10% of company stock. The value represents all members of the prospect's household.
Direct value — Provides the estimated value of the stock holdings indicated under Securities that are within the individual's control. The value represents the all members of the prospect's household.