Capital Campaign Pro has partnered with Kindsight to provide best-in-class wealth screening for our clients. This powerful tool can help you better understand your donor base and uncover valuable insights about your donors that can guide and support your campaign strategies. This page will answer many 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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Wealth screening can be useful in virtually every stage of a capital campaign. For example, when choosing potential interviewees for a feasibility study, wealth screening can give you an updated impression on their capacity and where they might fit in a preliminary gift range chart. Or before moving into the quiet phase, nonprofits can run a batch screen of their entire database to see which existing donors might have the capacity for a larger gift.
However, while wealth screening can be a powerful tool in a campaign, it is of utmost importance to recognize that wealth alone is simply not a reliable predictor of future giving. It is critical that organizations utilize their wealth screening results in tandem with more traditional prospect research and personalized cultivation in order to carefully validate and qualify prospects before initiating a solicitation strategy.
It’s also important to remember that accurate, well maintained constituent data and staff that is well trained in CRM management is the foundation of a useful wealth screening. Incomplete or inaccurate CRM records will compromise your results.
Your advisor will discuss the benefits and limitations of Wealth Screening with you and help you integrate this resource within your overall fundraising strategy. The key is to view your wealth screening results as a valuable tool for prospect analysis within a comprehensive development approach, while acknowledging its limitations.
However, while wealth screening can be a powerful tool in a campaign, it is of utmost importance to recognize that wealth alone is simply not a reliable predictor of future giving. It is critical that organizations utilize their wealth screening results in tandem with more traditional prospect research and personalized cultivation in order to carefully validate and qualify prospects before initiating a solicitation strategy.
It’s also important to remember that accurate, well maintained constituent data and staff that is well trained in CRM management is the foundation of a useful wealth screening. Incomplete or inaccurate CRM records will compromise your results.
Your advisor will discuss the benefits and limitations of Wealth Screening with you and help you integrate this resource within your overall fundraising strategy. The key is to view your wealth screening results as a valuable tool for prospect analysis within a comprehensive development approach, while acknowledging its limitations.
What Should I Know About Wealth Screening?
What Should I Know About Wealth Screening?
arrow_drop_down_circle
Divider Text
Wealth screening can be useful in virtually every stage of a capital campaign. For example, when choosing potential interviewees for a feasibility study, wealth screening can give you an updated impression on their capacity and where they might fit in a preliminary gift range chart. Or before moving into the quiet phase, nonprofits can run a batch screen of their entire database to see which existing donors might have the capacity for a larger gift.
However, while wealth screening can be a powerful tool in a campaign, it is of utmost importance to recognize that wealth alone is simply not a reliable predictor of future giving. It is critical that organizations utilize their wealth screening results in tandem with more traditional prospect research and personalized cultivation in order to carefully validate and qualify prospects before initiating a solicitation strategy.
It’s also important to remember that accurate, well maintained constituent data and staff that is well trained in CRM management is the foundation of a useful wealth screening. Incomplete or inaccurate CRM records will compromise your results.
Your advisor will discuss the benefits and limitations of Wealth Screening with you and help you integrate this resource within your overall fundraising strategy. The key is to view your wealth screening results as a valuable tool for prospect analysis within a comprehensive development approach, while acknowledging its limitations.
However, while wealth screening can be a powerful tool in a campaign, it is of utmost importance to recognize that wealth alone is simply not a reliable predictor of future giving. It is critical that organizations utilize their wealth screening results in tandem with more traditional prospect research and personalized cultivation in order to carefully validate and qualify prospects before initiating a solicitation strategy.
It’s also important to remember that accurate, well maintained constituent data and staff that is well trained in CRM management is the foundation of a useful wealth screening. Incomplete or inaccurate CRM records will compromise your results.
Your advisor will discuss the benefits and limitations of Wealth Screening with you and help you integrate this resource within your overall fundraising strategy. The key is to view your wealth screening results as a valuable tool for prospect analysis within a comprehensive development approach, while acknowledging its limitations.
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 two ways to incorporate Wealth Screening into your services with us.
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As a Capital Campaign Pro Advising client, we will process a wealth screening for your constituent records through our business membership with Kindsight (formerly iWave). Certain levels of Advising provide screening of up to 500 records for no additional cost (check with your advisor). If you decide you’d like us to screen more than 500 records, we will do so at a cost of 20 cents per record, which will be added to your regular invoice. Please see below for instructions.
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Should you wish to screen significantly more than 500 records and/or have access to additional prospect research functionality, it may be advantageous to initiate your own subscription with KindSight.
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If your organization wants to initiate your own subscription with a wealth screen vendor, Capital Campaign Pro has referral partnerships with several leading companies. These partnerships entitle our clients to a reduced subscription fee of anywhere from 10-15%. Partnerships exist with the following providers: Kindsight (formerly iWave), Windfall, Altrata (Wealth Engine), and Donor Search. Each of these vendors also offers additional prospect research/search tools in addition to a traditional wealth screen. If you choose to subscribe to one of these services, be sure to tell them you’re a Capital Campaign Pro client to take advantage of our referral partner cost savings.
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 advisor about the best process for determining which constituents you’ll screen. You’ll want to be strategic when selecting the names from your donor database to put into your wealth screen file. For example, during the Pre-Campaign Planning Phase of your campaign, you might use a wealth screen in one of the following ways:
- You may wish to screen everyone you’ve selected for participation in your Guided Feasibility Study.
- You may choose to screen everyone who rates at a certain level and above in your RFM analysis (see the online Toolkit's Phase 1, Step 5 for additional instructions on completing an RFM analysis).
- You may decide to use a wealth screen to help further qualify names you are assigning to key levels on your gift range chart.
- You may wish to screen everyone you’ve selected for participation in your Guided Feasibility Study.
- As you prepare to pull your data, review the Screening Workbook and Template Instructions to help you fill out your screening file appropriately and ensure that your file will successfully go through the screening process. Careful attention to this step will minimize the likelihood that you need to fix errors in your file before screening can occur.
- Download the Wealth Screening Template and populate it with as much detail as possible on the constituents you wish to screen, including name, address, spouse, and past giving. The more thorough you are when filling out your file, the more useful your results will be.
- When ready, fill out the form below and 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.
- At this point your Capital Campaign Pro advisor will consult with you on some Project Settings that you must select before your file can be screened. Your advisor will go over this with you.
