Recommended
Recommended
More Related Content
Similar to Why We Banned The Word Wealth Screening
Similar to Why We Banned The Word Wealth Screening (20)
Recently uploaded
Recently uploaded (20)
Why We Banned The Word Wealth Screening
- 1. Why We Banned the Word Wealth Screening & Created…
- 2. 2 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS What we do Using the best wealth, biographical and philanthropic information in the industry, we help Education, Healthcare, and Nonprofit organizations determine: WHO to Ask HOW MUCH to Ask For WHEN to ASK
- 3. 3 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Over the Past 25 Years…
- 4. 4 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS PROscore A prospect/donor scoring system with built in customization and transparency so you can have more confidence in your scores.
- 5. 5 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS The components of a PROscore PROPENSITY Rating Do they have a history of giving? AFFINITY Rating How much do they like your cause? BASELINE CAPACITY Rating How much do they have to give? John M. Smith
- 6. 6 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS This Year… PROscreen Use PROscreen to build a prioritized list of potential donors who have the CAPACITY and are INCLINED to give to your organization.
- 7. 7 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Why Ban Wealth Screening 1. Time Consuming 2. Too Many False Positives 3. Incomplete Picture 4. Quickly Out of Date … WHY?
- 8. 8 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS ISSUE #1 Issue = Time Consuming Solution = Run small screens often or larger screens annually & get results within 2 days versus more than 1 week
- 9. 9 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Issue #2 Issue = Too Many False Positives Solution = You select the Confidence of Match • Less restrictive • More false positives • More validation post screen • More restrictive • No false positives • Add additional records post screen
- 10. 10 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Issue #3 Issue = Incomplete Picture Solution = Customize PROPENSITY, AFFINITY & CAPACITY to align with fundraising strategy 1. Input Baseline Capacity Ranges 2. Adjust Weighting 3. Select Affinity “I’m looking for individuals with a connection to…”
- 11. 11 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Issue #4 Issue = Quickly Out of Date Solution = A workbench to validate, add/delete records, refresh results, & set alerts
- 12. 12 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Prospect Screening Done Differently PROscreen BTA • Screen a large number of prospects • Identify & prioritize top prospective donors • Create PROfiles for top prospects, then validate, add/delete records & refresh results
- 13. 13 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Run a PROscreen Project DEMO
- 14. 14 ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Questions? Questions?
- 15. ABOUT EVOLUTION PROscore PROscreen ISSUES DEMO QUESTIONS Thank You Thank You Gerry Lawless President & CEO, iWave gerry.lawless@iwave.com 902.894.3012