Wealth Screening: Gift Capacity vs. Precise Net Worth?

Data-driven nonprofit organizations often wrestle with the question, “What is the right data to help me determine my strategy?” Wealth screening is a good way to help augment your understanding of donors and prospects, but not all wealth data is the same. So which is better: gift capacity or precise net worth data?

  • What is the right metric?
    Learn about the drawbacks for each methodology. Determine what is best for your organization.
  • Inaccurate data
    Understand the limitations of each method and how inaccurate data can lead to bad decisions.
  • Data limits
    Time and bandwidth are always constraints to any approach; make sure you have the full picture.
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