Wealth Data and Prospect Research

WealthPLUS

What is WealthPLUS? It’s a combination Wealth Screening and—very importantly—the deployment of wealth data. We will screen up to 4,000 donor records using iWave’s PROscreen to identify the wealth and giving propensity in your donor file, PLUS, JoslynCreative will add our signature Prospect Research Service enhancements to make your screening immediately meaningful and useful.

Already have data? Great! We can customize a package to create donor segmentation to support targeted solicitations and communications.

Got more than 4,000 records? No problem—we can screen additional records for $.15 cents each, and there’s no additional charge for the enhancement services.

How do we do it? JoslynCreative has purchased a bulk-screening from iWave–one of the top-rated research services in the nation–and we are passing our discounted rate on to our clients.

Why do we do it? Because we’ve seen too many organizations spend their resources on wealth screenings without realizing the full benefits of this power tool. We sincerely hope this offer will help kick your major gifts fundraising efforts up to the next level!

Here’s how it works:

1. We export, prep and submit your file to iWave, a top-rated wealth screening service.

2. We deliver your results in an excel-based format, and we’ll help you import key data points back into your database for segmentation and analysis.

3. PLUS we’ll provide a custom analysis of your screening that reveals the wealth composition of your file relative to your specific donor characteristics and fundraising strategies.

Flat Fee: $2,500

*Price includes screening and enhancement services for up to 4,000 records. Add $.15 per additional record.

 

Prospect Research Services

Turn wealth data into valuable, actionable information! We deploy your wealth data resources through custom prospect research, smart file segmentation, ranking methodology, by integrating prospect discovery into portfolio management, and by designing effective prospect cultivation moves management.

 

Fees for custom research: $250 for Full Research Profile, $150 for Financial Profile, $50 for event bio’s.

Call to discuss wealth integration options or to request sample research profiles.