Donor screening identifies prospects from the screening who are current constituents in your database. This indicator is returned in the WealthPoint OnTime Results report along with the following:

  • Last Gift Amount
  • Last Gift Date
  • Total Amount Given
The above gift information is also returned in ResearchPoint if your organization utilizes the Healthcare Solution / Data Screening bundle.

For information on creating the Donor Screening export file see How to create the WealthPoint OnTime Donor Screening File (BB707028)