Capital Campaign Pro has partnered with Kindsight to provide best-in-class wealth screening. This page will answer questions and help you get started.
Wealth Screening for Capital Campaign Pro Clients
Wealth Screening for Capital Campaign Pro Clients
What Should I Know About Wealth Screening?
What Should I Know About Wealth Screening?
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Although wealth screening can be a powerful tool in every stage of a capital campaign, there are important limitations to be aware of.
- Incomplete or inaccurate donor records will compromise your results. If your CRM records are incomplete – or worse, if they are inaccurate – your wealth screen results will be faulty. Spend time on data hygiene prior to conducting a screen.
- Wealth screens are only useful when there’s a realistic plan to make the outcomes actionable. Without a clear strategy for how screening results will be used, the data is likely to gather dust. Actionable next steps—like segmentation and tailored outreach—are what turn the raw insights of a screen into meaningful fundraising outcomes.
- The presence of wealth is not a reliable indicator of future giving. Just because someone scores high in your wealth screen, does not mean they are automatically qualified as a prospect for your organization. Accurately qualifying prospects and donors still requires personal cultivation and deepened relationships.
The key is to use wealth screening as one of many tools for prospect analysis and qualification.
What Should I Know About Wealth Screening?
What Should I Know About Wealth Screening?
arrow_drop_down_circle
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Although wealth screening can be a powerful tool in every stage of a capital campaign, there are important limitations to be aware of.
- Incomplete or inaccurate donor records will compromise your results. If your CRM records are incomplete – or worse, if they are inaccurate – your wealth screen results will be faulty. Spend time on data hygiene prior to conducting a screen.
- Wealth screens are only useful when there’s a realistic plan to make the outcomes actionable. Without a clear strategy for how screening results will be used, the data is likely to gather dust. Actionable next steps—like segmentation and tailored outreach—are what turn the raw insights of a screen into meaningful fundraising outcomes.
- The presence of wealth is not a reliable indicator of future giving. Just because someone scores high in your wealth screen, does not mean they are automatically qualified as a prospect for your organization. Accurately qualifying prospects and donors still requires personal cultivation and deepened relationships.
The key is to use wealth screening as one of many tools for prospect analysis and qualification.
What Wealth Screening Options are Available to Capital Campaign Pro Clients?
What Wealth Screening Options are Available to Capital Campaign Pro Clients?
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Capital Campaign Pro offers three ways to incorporate Wealth Screening into your services with us.
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Screening >500 Records Through CCPro: As a Capital Campaign Pro Advising client, we can process a wealth screening of up to 500 names through our business membership with Kindsight (formerly iWave).
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Screening 500+ Records Through CCPro: If you’d like to screen more than 500 records, please contact us to discuss pricing.
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Initiating Your Own Wealth Screen Subscription: Should you wish for ongoing access through your own wealth screening subscription, we have referral partnerships with: Kindsight (formerly iWave), Windfall, Altrata (Wealth Engine), and Donor Search. These partnerships entitle CCPro clients to a reduced subscription fee of anywhere from 10-15%. Be sure to mention your affiliation with us to access these cost savings.
Ready to get your wealth screen started? Please follow the steps below.
Questions about wealth screening discounts and options for Capital Campaign Pro clients? Email megan@capitalcampaignpro.com.
Questions about wealth screening discounts and options for Capital Campaign Pro clients? Email megan@capitalcampaignpro.com.
I Want Capital Campaign Pro to Process a Wealth Screen for me Through their Business Membership with Kindsight (formerly iWave). What are the Steps?
I Want Capital Campaign Pro to Process a Wealth Screen for me Through their Business Membership with Kindsight (formerly iWave). What are the Steps?
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- Consult with your CCPro advisor to identify the donors for whom screening would be most beneficial.
- Carefully review the Screening Workbook and Template Instructions as you prepare to pull your donor records. Close attention to these instructions will minimize the likelihood of errors, which will delay your results.
- Download the Wealth Screening Template and populate it with your data. Include full name, middle initial, address, spouse, and past giving. The more thorough you are when filling out your file, the more useful your results will be.
- Use the form below to upload your completed wealth screening file in CSV format. If your screen file has any issues that won’t allow the system to process it, we’ll let you know within 3 business days.
- Schedule a 20 minute meeting with a member of our Happiness team to review key “Project Settings” that must be selected before we can run your records. Here is the scheduling link.
