Three Step Screening

Our screening services exceed expectations in three ways:

· We find more prospects because we conduct two separate automated reviews, one for philanthropy and one for wealth. Many excellent prospects are overlooked by simple wealth reviews because the databases and search methods have limitations. In fact, about one third of the best prospects we identify match only to the giving databases and not in the wealth databases.

· We find better prospects because we identify individuals with proven philanthropic behavior. This is better because typical wealth reviews are dominated by real estate ownership and SEC stock information. These wealth markers offer little or no real insight into an individual’s likelihood to give, only capacity. Wealth review are included for all detailed profiles.

· Our results are more accurate and ready to use. Before we deliver ProspectView® electronic screening results, we conduct an extensive four to sixteen hour vetting and quality assessment process. This service minimizes the time clients need to invest after the results are delivered and involves all the client’s giving histories and internal ratings, philanthropy to other organizations, and wealth potential uncovered in the review processes.

Click here for a description of a free test file.