When you work with a list of constituents, you can select Filters to view and manage only those that meet specific criteria, such as to fine-tune recipients of a communication or analyze wealth ratings. Select Wealth & ratings to include constituents based ratings your organization uses, including:
Wealth information from Target Analytics
Custom ratings to track details such as affinity, social media activity, or wealth characteristics from other sources like
After you select the criteria of the constituents to include, select Apply filters.
Target Analytics, a division of Blackbaud Inc., automatically screens constituents located in the United States — except those marked as deceased or inactive — and rates their overall wealth based on their public assets and ranks it up to five stars. Similar to a movie review, the higher the stars, the better the wealth rating. To filter the list by this information, choose the worth of the constituents to include under Wealth rating.
(A) — A five-star constituent has public assets greater than $25,000,000 USD.
(B) — A four-star constituent has public assets between $10,000,000 and $25,000,000 USD.
(C, D) — A three-star constituent has public assets between $1,000,000 and $10,000,000 USD.
(E) — A two-star constituent has public assets between $500,000 and $1,000,000 USD.
(F, G) — A one-star constituent has public assets up to $500,000 USD.
With Wealth Analytics, Target Analytics recommends the type of giving to expect from the constituent based on their giving history, enhanced with profile data to better understand the constituent and estimate their ability to give to your organization. To filter the list by this information, choose the type of donors to include under Suggested donor types.
With Wealth Analytics, Target Analytics uses advanced analytics to provide suggested minimum and maximum ask amounts for the constituent's next gift. To determine these ask amounts, Target Analytics considers the donor's giving history, enhanced with profile data to better understand the constituent and estimate their capacity to give. To filter the list by this information, choose the suggested ask amounts of the constituents to include under Next ask amount.
Under Custom ratings, include constituents based on ratings your organization uses, including wealth information from Target Analytics or custom ratings to track details such as:
Affinity for your organization or mission
Social media activity
Wealth characteristics from sources like
When you filter by ratings, you can include constituents based on their characteristics or information from specific sources or time frames.
Under Custom ratings, select Rating.
Specify the rating of the constituents to include.
To include only constituents with ratings from specific sources, select Source, choose which sources to include, and select Select.
Tip: To include wealth ratings from Target Analytics, select Blackbaud Analytics - NXT as a source.
To choose from sources marked as inactive, select Show inactive.
Tip: In the database view, you can mark a source as inactive from the Sources category in Tables from Configuration.
To quickly view the sources you chose, select Only show selected items.
Choose the category and value of the rating to filter on.
To only consider ratings from a specific time period, choose the date range in the As of field.
To filter by additional ratings, select Add another rating and specify its criteria.
If you choose multiple ratings, choose whether to filter on any — such as Wealth or Donor type — or all — Wealth and Donor type — of them.
Select Select and Apply filters.
For more information, see Ratings.