Wealth Rating

Video: Watch a video about the Wealth Rating service to learn more.

Use the wealth rating service to view wealth information for an account—including their overall wealth rating and the date the service was last run—from Target Analytics, a division of Blackbaud Inc.

Tip: System Administrator users can limit or give rights to users to view wealth ratings data. From Management, Security Groups, select the security group of the user whose rights you want to edit. Under Wealth Ratings, select or clear the Read checkbox.

Target Analytics screens your individuals and prospects located in the United States based on public assets, including:

• High-confidence real estate ownership, based on their name and address

• Private company information, based on their reported ownership percentage

• High-confidence public company insider holdings and options

Then, Target Analytics ranks your individuals and prospects on their wealth data up to five stars. The higher the wealth rating, the higher the stars. With this information, you can determine where to focus your fundraising energies and who to ask for larger gifts. For example, we recommend you assign your four- and five-star constituents to an attentive fundraiser with more care and interaction than other donors.

• — A five-star constituent has public assets greater than $25,000,000 USD.

• — A four-star constituent has public assets between $10,000,000 and $25,000,000 USD.

• — A three-star constituent has public assets between $1,000,000 and $10,000,000 USD.

• — A two-star constituent has public assets between $500,000 and $1,000,000 USD.

• — A one-star constituent has public assets up to $500,000 USD.

If Target Analytics cannot accurately identify a constituent or screen their wealth, they appear with No rating.

This data appears on the Data Health Scorecard as well as the Wealth Rating tile on the account Home page. You can also query and report on wealth data to analyze relevant information for your organization.