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WealthPoint How do you decide who your best prospects are? How do you know if they have the right financial capacity? And once you find a prospect, how do you decide the best way to cultivate that prospect and make the ask? WealthPoint can help.
WealthPoint is our full-service solution for screening the wealth in your database. It delivers detailed wealth identification information on prospects. With WealthPoint you’ll be able to qualify prospects, better cultivate prospects, and gain the vital information you need to secure that major gift. Discover which new prospects on your list have the financial capacity to become supporters, find out what you can do to help take your relationship with a prospect to the “next level,” and ensure that you’re asking for the right amount, in the right form, at the right time.
Don’t stop with asset information. WealthPoint also provides important influence and interest information that can help build lifetime cultivation strategies that result in planned gifts.
You can have confidence in your results. WealthPoint uses the most respected data sources in the industry, such as NOZA, the largest database of public philanthropic gifts available; Donor Bank, exclusive information on charitable donations to thousands of nonprofits; and Fidelity Data Services for up to date real estate information.
WealthPoint can help you:
- Identify your best major and planned gift prospects
- Attract and retain wealthy donors with improved donor service
- Maximize gifts by asking for the right amount at the right time
- Determine the wealth potential of your entire database
- Set reasonable campaign goals
- Free up staff resources for person-to-person fundraising
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