Donor Wealth Screening now available through Total Community Manager
If you ever wondered about your donors capacity for giving or whether they are giving to their potential to your organization, through TCM's new wealth screening integration you will be able to easily access this information. This is possible with TCM's new partnership with WealthEngine.
Using WealthEngine's FindWealth wealth analytics and research tools, TCM's support team will be able provide you a confidential report based on the donors you select. This confidential report will be uploaded to TCM's website for you to download and then to import into TCM with a simple two step process. The TCM report provided to you will show the donors capacity for giving over 5 years, their one year capacity, their probability for giving at their capacity, then compared to any two campaigns of your choice in TCM. (You have the ability of changing the campaigns at any time) This report can be modified to include more information if needed."Basically, WealthEngine did the work for us. We gave them our data, and they identified the 500 top profiles. Then, we knew where to focus our efforts. We were also able to follow up with targeted appeals and personalized notes after the events, based on what we learned at the events and from WealthEngine. For a small organization, like CCCHFA, which has a staff of less than 10, this was a huge savings and helped contribute to the success of the cultivation events."
Olivia Scozzafava
of the Cape Cod Commercial Hook Fishermen's Association (CCCHFA)
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With the information imported into TCM, not only will you have a "snapshot" of your donor's capacity for giving to make decisive decisions about the reality of a campaign and its potential for success, but as your campaign develops you will have a full in-depth analysis of their potential available to you, stored in TCM with selected viewers and access. |
