In order to receive a Target Analytics Likelihood score, a ProspectPoint service must be purchased. Exported data will provide the information needed to calculate these scores.

Scores are created from Exported Constituent data. This data is then combined with Target Analytics Custom Modeling service to return a likelihood score.

The Planned Giving Set contains separate requested scores for any or all of the following depending on your purchase of this service:
  • Bequest likelihood (BL) predicts which prospects and donors are most likely to make a bequest gift. 
    • It helps you to map your bequest marketing strategy and to identify prospects who are ready to be approached today.
    • The BL is especially helpful when you use RFV (Recency, Frequency, Value) to segment donors. Because RFV groups donors together by how often and how much they give and how much, everyone who has never given are treated the same. BL helps you to determine, for example, of these non-donors which should be who should be put in the cultivation pool for bequest giving.
  • Annuity likelihood (AL) predicts which prospects and donors are most likely to make a charitable gift annuity contribution. 
    • It helps you to map your annuity marketing strategy and to identify prospects who are ready to be approached today.
    • The AL is especially helpful when you use age, if known, to segment donors. Because minimum age may be an annuity requirement at your organization, everyone is not appropriate for marketing. AL helps you to determine, for example, of your older donors, which should be put in the cultivation pool for annuity giving.
    • Age may be returned from a WealthPoint search in the prospect demographics fields found in Biographical Data in a constituent record in ResearchPoint.
  • CRT likelihood (CRTL) predicts which prospects and donors are most likely to make a charitable remainder trust contribution. Our solution does not distinguish between a Unitrust and an Annuity Trust however.
    • The CRTL score helps you to map your CRT marketing strategy and to identify prospects who are ready to be approached today.
    • The CRTL is especially helpful when you combined estimated wealth or hidden wealth indicators from a WealthPoint screening, if available, to segment donors. Because larger-valued assets may be required to establish a CRT, everyone is not appropriate for marketing. CRTL helps you to determine, for example, of wealthier donors, which should be put in the cultivation pool for CRT giving.