Screening, File Analysis, Batch Review or Data Mining

07 Sep 2010

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	Screening, File Analysis, Batch Review or Data Mining

Solution DonorSearch Screening
If you are looking for an affordable way to accelerate your prospect identification and fund raising, DonorSearch File Review may be a solution. We can take a properly formatted list of hundreds or even thousands of constituent names and conduct an automated review of the DonorSearch databases.

The DonorSearch Screening will return a ranked list of your constituents who have been the most philanthropic. The analysis will summarize your constituents’ significant giving to other organizations. This is a three step process that includes a review of the DonorSearch databases, a wealth append and review and visual assessment of the best records for accuracy.

• This review returns information regarding donor’s gift ranges, recipient organization’s location, number of gifts found, high gift amount found, sum of the matched gifts, an estimate of assets, likely businesses matches, foundation trustees, real estate ownership, stock holdings, an estimated giving capacity range and aggregate wealth assessment/score.

• Each screening includes a review of the philanthropic inclinations and a wealth review to reveal giving capacity. The service includes a separate four hour assessment and reconciliation process. This process is a manual review of records and detail where major gift levels are indicated. The assessment will indicate which transactions are likely matches, possible matches, or mismatches. The objective is to produce best, short list of highly-qualified philanthropic major gift prospects.

If you would like to know more about the screening services included in your subscription, please call 443-831-1722.

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05 Jan 2008 05:14 PM