Automatic Wealth Screenings
Every donation can activate a search of public records to surface key data such as net worth, income, and gift capacity for your donors.
Only Pay For What You Get
Wealth screening fees only apply to successful matches. That means you will only be charged when you actually receive a donor’s wealth data. Screenings can be turned on or off at anytime.
Create Reports on Wealth Data
Use wealth screening information to filter data and build more effective donor segments.
See a donor's wealth data directly on their profile.
Social stats are also surfaced when available. This includes links to social media pages and robust demographic data.
Use wealth screening information to filter data and build more effective donor reports to create well-informed strategies.
Wealth screenings can be turned on or off at anytime. Set the frequency of your screenings to run with every donation or annually.