Before we submit your batch of records to be screened for WealthPoint, we set up your confidence levels in the database. We recommend the following to use for your default confidence levels. 

Anyone with a confidence level of 5 will be automatically confirmed. All confirmed data will be used to calculate Estimated Wealth and a Major Giving Capacity in the system. For data to be automatically confirmed (confidence level 5) when the WealthPoint batch is screened, by default we will set up the following for auto confirmation: 

Marquis Who's Who (Automatically Confirmed):
Confidence Level
P1 - Last Name, First Name, Primary Address, Suffix
S1 - Spouse Last Name, Spouse First Name, Primary Address, Suffix
P2 - Last Name, First Name, Middle Name, Primary Address
S2 - Spouse Last Name, Spouse First Name, Spouse Middle Name, Primary Address
P3 - Last Name, Primary Address, First/Middle Combination, Suffix
S3 - Spouse Last Name, Primary Address, Spouse First/Middle Combination, Spouse Suffix
P4 - Last Name, Primary Address, First/Middle Combination
S4 - Spouse Last Name, Primary Address, Spouse First/Middle Combination
P5 - Last Name, DOB, First/Middle Combination
S5 - Spouse Last Name, Spouse DOB, Spouse First/Middle Combination
P6 - Last Name, Phone Number, First/Middle Combination
S6 - Spouse Last Name, Phone Number, First/Middle Combination
P8 - Last Name, Business Name or Address, First/Middle Combination
S8 - Spouse Last Name, Business Name or Address, First/Middle Combination


 

CoreLogic (Automatically Confirmed):
Confidence Level
P1 - Last Name, First Name, Primary Address, Suffix
S1 - Spouse Last Name, Spouse First Name, Primary Address, Suffix
P2 - Last Name, First Name, Middle Name, Primary Address
S2 - Spouse Last Name, Spouse First Name, Spouse Middle Name, Primary Address
P3 - Last Name, Primary Address, First/Middle Combination, Suffix
S3 - Spouse Last Name, Primary Address, Spouse First/Middle Combination, Spouse Suffix
P4 - Last Name, Primary Address, First/Middle Combination
S4 - Spouse Last Name, Primary Address, Spouse First/Middle Combination
P7 - Last Name, Primary Address
S7 - Spouse Last Name, Primary Address

 

Dun & Bradstreet (Automatically Confirmed):
Confidence Level
P1 - Last Name, First Name, Primary Address, Suffix
S1 - Spouse Last Name, Spouse First Name, Primary Address, Suffix
P2 - Last Name, First Name, Middle Name, Primary Address
S2 - Spouse Last Name, Spouse First Name, Spouse Middle Name, Primary Address
P3 - Last Name, Primary Address, First/Middle Combination, Suffix
S3 - Spouse Last Name, Primary Address, Spouse First/Middle Combination, Spouse Suffix
P4 - Last Name, Primary Address, First/Middle Combination
S4 - Spouse Last Name, Primary Address, Spouse First/Middle Combination
P5 - Last Name, DOB, First/Middle Combination
S5 - Spouse Last Name, Spouse DOB, Spouse First/Middle Combination
P6 - Last Name, Phone Number, First/Middle Combination
S6 - Spouse Last Name, Phone Number, First/Middle Combination
P8 - Last Name, Business Name or Address, First/Middle Combination
S8 - Spouse Last Name, Business Name or Address, First/Middle Combination

 

Thomson (Automatically Confirmed):
Confidence Level
P1 - Last Name, First Name, Primary Address, Suffix
S1 - Spouse Last Name, Spouse First Name, Primary Address, Suffix
P2 - Last Name, First Name, Middle Name, Primary Address
S2 - Spouse Last Name, Spouse First Name, Spouse Middle Name, Primary Address
P3 - Last Name, Primary Address, First/Middle Combination, Suffix
S3 - Spouse Last Name, Primary Address, Spouse First/Middle Combination, Spouse Suffix
P4 - Last Name, Primary Address, First/Middle Combination
S4 - Spouse Last Name, Primary Address, Spouse First/Middle Combination
P5 - Last Name, DOB, First/Middle Combination
S5 - Spouse Last Name, Spouse DOB, Spouse First/Middle Combination
P6 - Last Name, Phone Number, First/Middle Combination
S6 - Spouse Last Name, Phone Number, First/Middle Combination
P8 - Last Name, Business Name or Address, First/Middle Combination
S8 - Spouse Last Name, Business Name or Address, First/Middle Combination


 

Marketguide (Automatically Confirmed):
Confidence Level
P1 - Last Name, First Name, Primary Address, Suffix
S1 - Spouse Last Name, Spouse First Name, Primary Address, Suffix
P2 - Last Name, First Name, Middle Name, Primary Address
S2 - Spouse Last Name, Spouse First Name, Spouse Middle Name, Primary Address
P3 - Last Name, Primary Address, First/Middle Combination, Suffix
S3 - Spouse Last Name, Primary Address, Spouse First/Middle Combination, Spouse Suffix
P4 - Last Name, Primary Address, First/Middle Combination
S4 - Spouse Last Name, Primary Address, Spouse First/Middle Combination
P5 - Last Name, DOB, First/Middle Combination
S5 - Spouse Last Name, Spouse DOB, Spouse First/Middle Combination
P6 - Last Name, Phone Number, First/Middle Combination
S6 - Spouse Last Name, Phone Number, First/Middle Combination
P8 - Last Name, Business Name or Address, First/Middle Combination
S8 - Spouse Last Name, Business Name or Address, First/Middle Combination

 

Larkspur (Automatically Confirmed):
Confidence Level
P1 - Last Name, First Name, Primary Address, Suffix
S1 - Spouse Last Name, Spouse First Name, Primary Address, Suffix
P2 - Last Name, First Name, Middle Name, Primary Address
S2 - Spouse Last Name, Spouse First Name, Spouse Middle Name, Primary Address
P3 - Last Name, Primary Address, First/Middle Combination, Suffix
S3 - Spouse Last Name, Primary Address, Spouse First/Middle Combination, Spouse Suffix
P4 - Last Name, Primary Address, First/Middle Combination
S4 - Spouse Last Name, Primary Address, Spouse First/Middle Combination
P5 - Last Name, DOB, First/Middle Combination
S5 - Spouse Last Name, Spouse DOB, Spouse First/Middle Combination
P6 - Last Name, Phone Number, First/Middle Combination
S6 - Spouse Last Name, Phone Number, First/Middle Combination
P8 - Last Name, Business Name or Address, First/Middle Combination
S8 - Spouse Last Name, Business Name or Address, First/Middle Combination



 

Other Sources:

 

 

Other sources (Guidestar, DonorBank, NOZA, FEC) do not provide enough data to match at the high confidence levels listed above. Therefore, we do not recommend automatically confirming any of the matches on these sources prior to the WealthPoint batch screening.