The WealthPoint Screening Indicator (WPSI) is a proprietary directional tool to help you determine which records to run through WealthPoint. This tool  leverages nonprofit giving data from numerous organizations both within and across various verticals, such as higher education, cultural, schools, social services, healthcare, and faith-based organizations. Our method compares the demographic information of your prospects to nonprofit demographic data that we have researched from a variety of organizations. It then matches demographic factors that are most predictive of major giving capacity, including home value, income, age, financial demographics, and upscale shopping tendency.

We will return a value of A through J for each record submitted. Once we apply our proprietary formula to your data file, we will group the records in a deciles, and everyone in the top decile will receive a value of A, while everyone in the next decile will receive a value of B, and so on. As the values proceed through the alphabet, the records with those values are less likely to have match rates in anything other than real estate.

You will be provided an import file to import into The Raiser's Edge, The Researcher's Edge, or any other database. You would then submit these records through WealthPoint.

We recommend selecting an entire decile (e.g. all the As or all the As and Bs). If you want 5,000 records or 15% of the file, we will take a random sampling of the lowest decile. For example, if your data file has 30,000 records and you only want wealth data on 5,000 records, we will take a random sampling of the top 20% (which equals 6,000 records, the As and Bs).


WealthPoint Screening Indicator Values:

    • A, B, or C: You should find the highest match rate for these prospects on the most robust wealth information. For example, this group would contain leading executives and business owners. It is very probable that you will find multiple matches on multiple data sources for these prospects. The breadth and depth of the matches decline as you move from A to C. Don not be discouraged if you have someone with an A, B, or C and still have low match rates. They are financially acting like the others in this group, but they hide their wealth very well. We would still suggest performing additional research on these prospects.
    • D, E, or F: These prospects are more of the 'middle America' type of prospects relative to your database. It is very probable that you will find wealth data on these prospects, but it will be less robust than A through C.
    • G, H, I, or J: These prospects are the least likely to have wealth information other than real estate.