Hi Everyone

We've recently had our data cleaned using Blackbaud's Mailwise service and wealth screened using their Wealth Intelligence service. Any suggestions on how to present the results of Mailwise & Wealth Intelligence data cleaning exercise in an easy to read format.

Many thanks

Say

Hi Say

We've just done the same thing.

For the Mailwise information I just circulated the report that Blackbaud compiled as this shows all the relevant information (percentage cleaned/gone away/updated) in a straight forward format - and I didn't want to spend the time replicating the little graphs!

The Wealth Intelligence is more difficult to answer - what level sweep/snapshot did you go for?

For a top level search where you just get told whether the person features on the Prospecting for Gold database I broke the information down into age range, location, college/school/faculty*, subject area and whether they were already in a fundraising portfolio.

If you went for the deeper level snapshot where you get told Wealth bands, Stock holdings, Family members and so on after importing the file I produced reports displaying

• the number of people in each wealth band
• who we already had a relationship with
• existing alum/friends but new prospects

 Again, this information was displayed with age ranges, location and so on.

It took a little while to do but it allowed the fundraisers and research staff to focus on those most in need of attention.

Thanks

Peter

 *depending on how your organisation is split