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Echelon Power Segments™ Do you use wealth identification tools to help your organization find new donors? You could be crippling your development efforts — without even knowing it — by using models that have restrictions.
For example, if you research and rate your donors based on publicly available data — which usually includes tangible assets such as homes and cars — you may not be getting the full picture. After all, you don’t expect your supporters to donate their homes!
A person’s income, tangible assets, and lifestyle preferences are not the only indicators of wealth. Since most of the information that is found from a wealth screening focuses on non-liquid assets, liquid financial assets are often overlooked. We can help balance out that gap with liquid assets to provide a complete picture of a person’s true wealth.
Echelon Power Segments™ uses recent financial information to assess the current liquidity of your donors and rank them by their means to make a larger contribution in the near future. It is uniquely equipped to enable fundraisers to uncover prospects that likely have the disposable assets necessary to support a large contribution.
Echelon Power Segments™ is also a valuable tool for increasing annual support, identifying planned giving prospects, and broadening your pool of major gift and campaign prospects.
Check out a recording of Maximize Your Gifts with Liquid Asset Mearsurements to learn more.
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