Welcome to Forums Sign in | Join | Help | Forums
in Search





Make the world a better place.
Home Blogs Forums Photos Downloads
Forums » Product Forums » Target Analytics » ProspectPoint & WealthPoint » Wealthpoint On Time

Wealthpoint On Time

Last post 06-17-2009 1:47 PM by Elizabeth Clark. 2 replies.
Page 1 of 1 (3 items)
Sort Posts: Previous Next

  • 05-21-2009 12:43 PM

    • Margaret Whitaker
    • Top 50 Contributor
    • Posts 96
    • Organization: Novant Health
    • Products:  The Raiser's Edge, The Researcher's Edge

    Wealthpoint On Time

    Reply Contact

    Is anyone out there actively using this product?  If so, can you share with me if you would recommend it as a useful tool? 

    thanks, Margaret

    Margaret Whitaker
    Donor & Financial Services Coordinator
    Presbyterian Hospital Foundation

  • 06-02-2009 12:18 PM In reply to

    • Mark Zarbailov
    • Top 200 Contributor
    • User Since: 2000
    • Posts 34
    • Organization: Ethical Culture Fieldston School
    • Products:  Blackbaud NetCommunity, Online Campus Community, The Education Edge, The Financial Edge, The Raiser's Edge, The Researcher's Edge

    Re: Wealthpoint On Time

    Reply Contact

    It is a useful tool if you have the Researcher’s Edge.

  • 06-17-2009 1:47 PM In reply to

    • Elizabeth Clark
    • Not Ranked
    • Posts 1
    • Organization: Blackbaud, Inc.
    • Products:  The Researcher's Edge

    Re: Wealthpoint On Time

    Reply Contact
    WealthPoint OnTime is a useful tool regardless of what fundraising or prospect research database you have.  It’s a service used to pre-screen prospects to identify those who may have a high capacity for giving.  The results are returned within 90 minutes, allowing you to quickly identify those who should be touched by your development staff.  The results are returned in a format that can be imported into The Raiser’s Edge, The Researcher’s Edge, ResearchPoint, along with a report of the prospects and their scores.     

    Two scores are returned for each record—the WealthPoint OnTime rating of A-G, as well as a Liquid Score of 1-3.  The WealthPoint OnTime rating is based off of publicly held assets while Liquid Score indicates likelihood of liquid assets.  Donor screening is also offered, which will screen your WealthPoint OnTime file against your CRM database to identify records that are currently constituents.  For records identified with donor screening, last gift amount, last gift date, and total amount given is also included with the results. 

     
Page 1 of 1 (3 items)