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Prospect and Wealth Point

Last post 01-25-2012 6:52 PM by Jennie Marie Petrini. 1 replies.
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  • 10-06-2005 3:55 PM

    Prospect and Wealth Point

    Reply Contact
    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

  • 01-25-2012 6:52 PM In reply to

    • Jennie Marie Petrini
    • Not Ranked
    • User Since: 1999
    • Posts 5
    • Organization: RAND
    • Products:  Blackbaud NetCommunity, The Raiser's Edge, The Researcher's Edge, Sphere

    Re: Prospect and Wealth Point

    Reply Contact

    In case anyone comes across this post looking for an answer: WealthPoint will run a wealth screening on your whole database. ResearchPoint allows for on demand prospect research. Here is how ResearchPoint compares with other tools:

     

    created by Jennie Marie Petrini at The RAND Corporation WealthEngine DonorSearch Lexis-Nexis Resrch Point
    A red X means that only this vendor offers this service. Yellow highlighting indicates databases of donation, giving and contribution info.       Best Value
    Annual price as of 2011 $2,500 $1,999 $7,500 $3,500
    Bios & Business Info        
    D&B (Dun & Bradstreet) Business & Executive Information includes full Duns Marketing Identifier (DMI) file of business records with contact names and titles, D&B Executive at Home Address Records and D&B Biographical Records. X X X X
    GuideStar Foundation Trustees is a list of the foundation trustees and board members for approximately 50,000 personal, family, and corporate foundations, one of the single best markers of philanthropy. X X X X
    GuideStar Non-profit Boards of Directors is the national database of U.S. charitable organizations, gathers data on more than 850,000 IRS-recognized non-profit organizations known as 501(c) (3) organizations. GuideStar accesses the IRS Form 990 filed by organizations which report on the operations and finances of charities. X X   X
    Marquis Who’s Who Biographies has more than 15 directories, including Who’s Who in America®, provides concise biographies of over 900,000 leaders and achievers from around the world, and from every significant field of endeavor. X X X X
    Reuters Market Guide Insider Profiles Market Guide collects in-depth information on over 10,000 public US companies. It also provides additional information from proxy statements for SEC Insiders and collects and summarizes information on individual sectors or industries of the US economy from regulatory filings and corporate annual reports. X X   X
    Social Security Master Death Index -- Free site at http://ssdi.rootsweb.ancestry.com/ X X X  
    Donation Databases        
    Donor Bank is available exclusively via Target Analytics. This data service contains historical and current year information on charitable donations to thousands of nonprofit organizations across the United States. Donor name, type of gift, contribution date and gift size are included in the detailed reports. This data provides insight into the share of donor’s wallet, their ask amount comfort level, and their ability to give at annual, mid and major gift levels. Donor Bank is a rapidly growing charitable giving data source that includes over 15 million public donations.       X
    DonorSeries Charitable Donations Database is approximately 5 million records collected from printed annual reports, event programs, and other published sources. Many records of donor histories are tracked over the last 10 years. Some records include the individual's college graduation year. New data is available quarterly. (Also known as Waltman’s.) X X    
    FEC Political Giving Database includes virtually every contribution of $200 or more over the past 25+ years, approximately 14 million records. When you are evaluating your prospect, the presence of Federal Election Commission regulatory records can be one of the most powerful predictors of individual's inclination to give. Most records also include the individual's occupation or employer. New data is available monthly. X X   X
    HBG Donor Database is the product of years of effort by one of the most respected prospect research firms in the country. The Helen Brown Group (HBG) has compiled data on thousands of major gifts both in the US and internationally.   X    
    NOZA US Charitable Donations Database contains approximately 45+ million records harvested from literally thousands of nonprofit websites. NOZA has created and continues to add hundred of thousands of records per month to the largest independent collection of charitable gift information publicly available. One data source to measure capacity and inclination. VERY IMPORTANT!!!       X
    Demographic Info        
    Census Offers data fields include hundreds of bio-demographic, financial, and neighborhood characteristics aggregated to the ZIP+4 level.       X
    Equifax Total Source Data Offers financial, demographic, and psychographic information on more than 160 million households in the U.S. — data fields include metrics for individual and household income, home mortgage (existence, capacity for, monthly spending, etc.), and extensive trade line information (existence of and use of any types of credit, balances carried forward, liquidity ratios, etc.).       X
    Financial & Stock Info        
    BATS global markets Target Analytics receives nightly feeds from BATS Exchange, a leading trading desk, for securities closing prices, making lasttraded prices for all stocks that BATS traded that day available. BATS is a global financial markets technology company whose data provides transaction histories, last-traded stock prices, and other stock related information.       X
    Larkspur SEP/Keogh Pensions provides information on deferred income of self-employed individuals and over two and a half million qualified pension plans. X X   X
    Thomson SEC Insiders displays SEC insider trader transactions (1986 to present) and current holdings, for stocks as well as for options and other derivatives. X X   X
    Real Estate        
    Fidelity Data Services is the #1 provider of integrated real estate and property data and analytics solutions to mortgage lenders. It is also the leading provider of data and technology to the banking industry. FIS utilizes the largest property database in the United States, which includes over 94 percent of all U.S. property owners to provide unparalleled insight into trends and behaviors that drive real estate investment strategies.       X
    LexisNexis Real Property Records is distributed by IDM data services. Lexis-Nexis is one of the leading national compilers of real property and land data. It contains information on over 70,000,000 properties across the United States. X X X  
    Integrates with Raiser's Edge and provides automatic downloads       X
    Total Resources 11 12 5 15

    Jennie Marie Petrini
    Prospect Research Analyst
    The RAND Corporation
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