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Wealth Screenings

Wealth Screenings

Know a donor's capacity when you ask them to make a donation.

Wealth Screenings
Wealth Scoring

Easily search and manage your donations.

Whether you're accepting donations in cash, checks, credit cards, PayPal, or Bitcoin you'll be able to view them all in our easy-to-use reporting tool.

Wealth Scoring
Smart Filters

Create capacity segments

Put wealth screening information into action to create audience segments, allowing for more targeted and effective communications.

Smart Filters

Fundraise smarter > Work harder.

Automatic Wealth Screenings

Every donation activates an advanced wealth scoring search to surface key data such as net worth, income, and gift capacity.

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.

Report on Wealth Data

Use wealth data filters to build smarter donor segments and portfolios based on donor capacity.

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