Analyzing donor data against wealth indicators to estimate giving capacity and prioritize prospects.
Wealth screening is the process of comparing a nonprofit's donor and prospect records against publicly available wealth and philanthropic indicators to estimate each person's capacity to give. It is a tool within the broader practice of prospect research.
Screening typically surfaces signals such as real-estate ownership, business affiliations, and prior charitable giving to other organizations. These indicators suggest capacity but not intent, so a high screening score is a starting point for further qualification, not a guarantee of a gift.
Used responsibly, wealth screening helps small development teams focus limited time on the most promising relationships. It should always be paired with genuine cultivation and handled with care for donor privacy.
See it in Kindly
The practice of gathering information to identify and evaluate potential major donors.
A large donation that is significant enough to warrant individualized cultivation and stewardship.
A structured process for guiding a prospective major donor through a series of intentional steps toward a gift.
The process of building a relationship with a prospective donor to prepare them for a future gift.
Manage donors, volunteers, members, and events together in one nonprofit platform, for one predictable subscription with no cut taken from donations.
