ProspectPoint & WealthPoint

Ranking v. Reality?

Susan Newton — Thu, 19 Nov 2009 15:14:01 GMT

We received scores for 50K constituents, both major gift likelihood and targeted gift range. Now we're reviewing the folks, and realizing that reality is not matching the rankings. For instance, someone is identified as with TGR of $10k, we think primarily b/c of their neighborhood. But we know they won't give more than $1k. How do folks reflect the reality? Do you add something on the prospect tab? Do you add a new TGR?

Thanks for the input!

Examples of simple uses of screening results? (Prospect and Wealthpoint)

Ingrid Zepp — Mon, 03 Nov 2008 14:41:16 GMT

We recently received our screening results, and we are a fairly diverse organization, with development staff in several states - sharing the same RE database.

I'd like to give some fairly simple suggestions to the staff of ways they might use the information. (In addition to the more in-depth work I'll be doing with them), and I'd really like to hear some of your simple suggestions - think "Top 10 Easy Uses" kind of list. :)

A couple I've come up with so far include:

Query everyone with an annual gift liklihood of 600+, a target gift amount of $1000+ and total giving last year of less than $250. Consider a special upgrade mailing to this group.

Query everyone with a major gift liklihood of 750+ and total giving in the last three years of less than $1,000. Follow up on any names that surprise you.

Query everyone with a planned giving liklihood of 800+ and consider scheduling a visit with the planned giving staff person and yourself for any that you know but didn't expect to see on the list.

Would you share your ideas with us, too, please?

Thanks, Ingrid

Ingrid Zepp
Devereux Foundation

WealthPoint accessibility

Diane Lewey — Mon, 31 Aug 2009 15:11:31 GMT

Our company uses WealthPoint for its constituents as part of our prospect research in RE7. Can WealthPoint be used for non constituents as well? Does anyone know if it's Web-based? Right now I'm doing a comparison of WealthPoint, WealthEngine and DonorSearch to see what we get on different prospects.

Wealthpoint On Time

Margaret Whitaker — Thu, 21 May 2009 16:43:50 GMT

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

Prospect Point

Tanya Manthorne — Thu, 15 May 2008 14:26:38 GMT

Just wondering if anyone has come up with any ideas for using the ratings received back from Prospect Point? We have done a planned giving mailing with great results but wondering if anyone has any other ideas. Thank you for responding. Tanya

Wealth screening software

Rebecca Schafer — Mon, 11 Feb 2008 16:19:19 GMT

Do anyone have any suggestions for different companies that screen your data for donor prospects? I've looked at Qbase, AskAnalyzer, WealthEngine and WealthPoint (BB software) Any I'm overlooking? Thanks - Beckie Rebecca L. Schafer Big Brothers Big Sisters of Central Indiana [Email Removed]

ProspectPoint, WealthPoint

Nicole McMorrow — Fri, 25 Jan 2008 21:57:51 GMT

Has anyone out there had experience with ProspectPoint, WealthPoint, Researcher's Edge? Can you tell me what you use and how you like it? Thanks! Nicole D. McMorrow Database Administrator Women's Foundation of California 340 Pine St., Ste. 302 San Francisco, CA 94104 www.womensfoundca.org [Email Removed]

Wealth Point vs. Wealth Engine

Anne Boudreau — Tue, 23 May 2006 12:38:06 GMT

Our Wealth Engine contract is expiring at the end of the month and we're trying to decide whether to renew it. We demo-ed Wealth Point and loved not having to retype names and addresses, the automatic copy of the report on the Media tab, and the ability to download info into the Prospect tab. However, Wealth Engine had an extra data vendor who provided local giving information (schools, colleges, cultural organizations) in addition to the normal political contributions. Has anyone else done side-by-side comparisons of WealthPoint and Wealth Engine? Any thoughts on which provides more accurate data and giving capacity? Anne Ames Boudreau The Fenn School Concord, MA [Email Removed]

Wealth Point

Phonesia Machado-Fore — Wed, 17 May 2006 17:36:03 GMT

Does anyone utilize Wealth Point or Wealth Point online? If so, can you tell me some of the pros and cons? We are looking to purchase and want to know how well it works.

Wealth Point

Phonesia Machado-Fore — Wed, 17 May 2006 17:28:00 GMT

Does anyone use Wealthpoint or Wealth Point Online? If so, how has it benefitted your organization and what are some of its weak areas?

Wealthpoint vs. Wealthengine

Erin Haglund — Tue, 21 Feb 2006 15:29:15 GMT

Does anyone have exerpience that would lead them to choose one product over the other for Wealthpoint vs. Wealthengine? I know one is cheaper, but in terms of overall benefits, which one would you/ do you use and why?

Prospect and Wealth Point

Kerri Maatallah — Thu, 06 Oct 2005 19:55:44 GMT

Our organization (a k-12 school) is looking into Prospect Point and Wealth Point and we are interested in other organization's experiences with these modules. Does anyone have them? Any feedback would be much appreciated. Thanks, Kerri Opalka Data Coordinator Germantown Academy

Wealthpoint and Analytics

Sandra Dubeau — Mon, 08 Aug 2005 14:58:48 GMT

We have a new Director of Development and are looking for feedback from anyone who has used Wealthpoint or Analytics. Feel free to e-mail or call me directly if you wish. Sandy Dubeau Accounts Manager Diocese of Palm Beach [Email Removed] 561-775-9520

Wealth screening...what do you use?

Aneesa Ible — Wed, 02 Feb 2005 21:07:37 GMT

I am researching system for prospecting our constituents. I am thinking about Blackbaud's WealthPoint online / Blackbaud Analytics. Have you used it? How is it? If you havn't, what system do you use? Build Brighter Futures for People with Disabilities. Be a part of the Central Park Challenge on June 5th! Register online at www.yai.org/cpc

ProspectPoint and WealthPoint

Meital Waibsnaider — Tue, 04 Nov 2003 20:36:26 GMT

Has anyone had any experience with Blackbaud Analytic's Prospect Point or Wealth Point?