How does the Prospect 23 wealth screening process assist major-gift fundraising efforts?
We take unqualified, unstructured donor, participant and audience data.. ..and then identify and qualify major-gift prospects from the data Dale House, Oak Tree Road, Co. Meath Maurice Carroll Perrymount Lodge, Grange, Co. Westmeath Marian Foley Fanore Road, Rose Green, Co. Tipperary Declan Desmond 12, Brighton Road, Blackrock, Co. Dublin  William English 10, Avalon, Brighton Road, Foxrock, Co. Dublin Dermot O’ Sullivan Address Name
We…make a conclusion on current profession and supply live directorship info.   Live directorship  data from the CRO 70  Involved for over 40 years in the global airline and financial services industries.  Former director of GPA Group/ AerFi Group from 1976- 2000 and is currently a non-executive Director of Pfizer International Bank Europe and CIT Group Finance Ireland. Member of the Board of the UCD Smurfit Business School from 1991-2005. Council Member, Arts Council of Ireland Member of the Board of the Irish Museum of Modern Art from 1991-1997 and Chairman from 1997-2000.  DOB: 02 Jun 1940  Major I  Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a  5 year period.  Director, Pfizer International Bank Europe 2 Directorship Matches    215788 Cit Group Finance (Ireland) Normal  176132 Pfizer International Bank Europe Normal  Xxxxxxxxx, Xxxxxx, Xxxxx, Co. Meath Maurice Carroll ABC 1234 Age   Notes   Category   Professional Details   Address Name id
We…categorise each prospect Categorisation by wealth and  gift-giving potential – based  on available information 70  Involved for over 40 years in the global airline and financial services industries.  Former director of GPA Group/ AerFi Group from 1976- 2000 and is currently a non-executive Director of Pfizer International Bank Europe and CIT Group Finance Ireland. Member of the Board of the UCD Smurfit Business School from 1991-2005. Council Member, Arts Council of Ireland Member of the Board of the Irish Museum of Modern Art from 1991-1997 and Chairman from 1997-2000.  DOB: 02 Jun 1940  Major I  Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a  5 year period.  Director, Pfizer International Bank Europe 2 Directorship Matches    215788 Cit Group Finance (Ireland) Normal  176132 Pfizer International Bank Europe Normal  Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Meath Maurice Carroll ABC 1234 Age   Notes   Category   Professional Details   Address Name id
And…supply   notes on each major prospect Notes on each prospect to inform fundraising decision-making 70  Involved for over 40 years in the global airline and financial services industries.  Former director of GPA Group/ AerFi Group from 1976- 2000 and is currently a non-executive Director of Pfizer International Bank Europe and CIT Group Finance Ireland. Member of the Board of the UCD Smurfit Business School from 1991-2005. Council Member, Arts Council of Ireland Member of the Board of the Irish Museum of Modern Art from 1991-1997 and Chairman from 1997-2000.  DOB: 02 Jun 1940  Major I  Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a  5 year period.  Director, Pfizer International Bank Europe 2 Directorship Matches    215788 Cit Group Finance (Ireland) Normal  176132 Pfizer International Bank Europe Normal  Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Tipperary  Maurice Carroll ABC 1234 Age   Notes   Category   Professional Details   Address Name id
Where available…we provide age details: a key gift-giving consideration Age information 70  Involved for over 40 years in the global airline and financial services industries.  Former director of GPA Group/ AerFi Group from 1976- 2000 and is currently a non-executive Director of Pfizer International Bank Europe and CIT Group Finance Ireland. Member of the Board of the UCD Smurfit Business School from 1991-2005. Council Member, Arts Council of Ireland Member of the Board of the Irish Museum of Modern Art from 1991-1997 and Chairman from 1997-2000.  DOB: 02 Jun 1940  Major I  Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a  5 year period.  Director, Pfizer International Bank Europe 2 Directorship Matches    215788 Cit Group Finance (Ireland) Normal  176132 Pfizer International Bank Europe Normal  Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Tipperary  Maurice Carroll ABC 1234 Age   Notes   Category   Professional Details   Address Name id
We…can show you the total potential fundraising value of your donor database   5,250 Total Fundraising Potential at 25% ask-success rate (€000)  0 0 8023 0 Not Matched “Inconclusive” 0 0 1360 0 Matched “Insufficient Indication of Capacity”  Inconclusive Inconclusive 56 Inconclusive Inconclusive “Not Excluded” 900 3,600 360 10 Advanced II 1,500 6,000 120 50 Advanced I 1,600 6,400 64 100 Major II 1,000 4,000 16 250 Major I 250 1,000 1 1,000 Leadership Value at  25% ask-success rate (€000) Maximum Potential Value (€000) Prospects Gift Amount (€000) Category 617 (6.17%) Number of Qualified Prospects 10,000 Number of Records Analysed
… and statistically analysis your donor database pool   Insert sample stats graph here!!!
We help our clients optimise their major-gift fundraising efforts!

Prospect23_Wealth Screening Overview

  • 1.
    How does theProspect 23 wealth screening process assist major-gift fundraising efforts?
  • 2.
    We take unqualified,unstructured donor, participant and audience data.. ..and then identify and qualify major-gift prospects from the data Dale House, Oak Tree Road, Co. Meath Maurice Carroll Perrymount Lodge, Grange, Co. Westmeath Marian Foley Fanore Road, Rose Green, Co. Tipperary Declan Desmond 12, Brighton Road, Blackrock, Co. Dublin William English 10, Avalon, Brighton Road, Foxrock, Co. Dublin Dermot O’ Sullivan Address Name
  • 3.
    We…make a conclusionon current profession and supply live directorship info. Live directorship data from the CRO 70 Involved for over 40 years in the global airline and financial services industries. Former director of GPA Group/ AerFi Group from 1976- 2000 and is currently a non-executive Director of Pfizer International Bank Europe and CIT Group Finance Ireland. Member of the Board of the UCD Smurfit Business School from 1991-2005. Council Member, Arts Council of Ireland Member of the Board of the Irish Museum of Modern Art from 1991-1997 and Chairman from 1997-2000. DOB: 02 Jun 1940 Major I Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a 5 year period. Director, Pfizer International Bank Europe 2 Directorship Matches 215788 Cit Group Finance (Ireland) Normal 176132 Pfizer International Bank Europe Normal Xxxxxxxxx, Xxxxxx, Xxxxx, Co. Meath Maurice Carroll ABC 1234 Age Notes Category Professional Details Address Name id
  • 4.
    We…categorise each prospectCategorisation by wealth and gift-giving potential – based on available information 70 Involved for over 40 years in the global airline and financial services industries. Former director of GPA Group/ AerFi Group from 1976- 2000 and is currently a non-executive Director of Pfizer International Bank Europe and CIT Group Finance Ireland. Member of the Board of the UCD Smurfit Business School from 1991-2005. Council Member, Arts Council of Ireland Member of the Board of the Irish Museum of Modern Art from 1991-1997 and Chairman from 1997-2000. DOB: 02 Jun 1940 Major I Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a 5 year period. Director, Pfizer International Bank Europe 2 Directorship Matches 215788 Cit Group Finance (Ireland) Normal 176132 Pfizer International Bank Europe Normal Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Meath Maurice Carroll ABC 1234 Age Notes Category Professional Details Address Name id
  • 5.
    And…supply notes on each major prospect Notes on each prospect to inform fundraising decision-making 70 Involved for over 40 years in the global airline and financial services industries. Former director of GPA Group/ AerFi Group from 1976- 2000 and is currently a non-executive Director of Pfizer International Bank Europe and CIT Group Finance Ireland. Member of the Board of the UCD Smurfit Business School from 1991-2005. Council Member, Arts Council of Ireland Member of the Board of the Irish Museum of Modern Art from 1991-1997 and Chairman from 1997-2000. DOB: 02 Jun 1940 Major I Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a 5 year period. Director, Pfizer International Bank Europe 2 Directorship Matches 215788 Cit Group Finance (Ireland) Normal 176132 Pfizer International Bank Europe Normal Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Tipperary Maurice Carroll ABC 1234 Age Notes Category Professional Details Address Name id
  • 6.
    Where available…we provideage details: a key gift-giving consideration Age information 70 Involved for over 40 years in the global airline and financial services industries. Former director of GPA Group/ AerFi Group from 1976- 2000 and is currently a non-executive Director of Pfizer International Bank Europe and CIT Group Finance Ireland. Member of the Board of the UCD Smurfit Business School from 1991-2005. Council Member, Arts Council of Ireland Member of the Board of the Irish Museum of Modern Art from 1991-1997 and Chairman from 1997-2000. DOB: 02 Jun 1940 Major I Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a 5 year period. Director, Pfizer International Bank Europe 2 Directorship Matches 215788 Cit Group Finance (Ireland) Normal 176132 Pfizer International Bank Europe Normal Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Tipperary Maurice Carroll ABC 1234 Age Notes Category Professional Details Address Name id
  • 7.
    We…can show youthe total potential fundraising value of your donor database 5,250 Total Fundraising Potential at 25% ask-success rate (€000) 0 0 8023 0 Not Matched “Inconclusive” 0 0 1360 0 Matched “Insufficient Indication of Capacity” Inconclusive Inconclusive 56 Inconclusive Inconclusive “Not Excluded” 900 3,600 360 10 Advanced II 1,500 6,000 120 50 Advanced I 1,600 6,400 64 100 Major II 1,000 4,000 16 250 Major I 250 1,000 1 1,000 Leadership Value at 25% ask-success rate (€000) Maximum Potential Value (€000) Prospects Gift Amount (€000) Category 617 (6.17%) Number of Qualified Prospects 10,000 Number of Records Analysed
  • 8.
    … and statisticallyanalysis your donor database pool Insert sample stats graph here!!!
  • 9.
    We help ourclients optimise their major-gift fundraising efforts!