Wealth Screening Assistance - Helen Brown Group

Get the Most Value for Your Investment

Our Approach

Wealth screenings are one of the most expensive and valuable prospect identification tools available. Unfortunately, many organizations don’t maximize this opportunity and leave great prospects un-discovered and their budget overspent.

Our Wealth Screening Assistance service helps you to:

Be perfectly prepared
Prepare your file to assure the best output
Prioritize initial results
Get expert analysis, reporting and research on your top prospects
Find transformational and major donors, planned giving prospects, and annual fund donors for upgrade

Flexible Service and Deep Analysis

We provide complete ‘wrap-around’ consulting or just the analysis, reporting or research you need when your results are returned.

Our final report provides you with a roadmap to your best prospects with suggested next steps customized to your needs.

Case Studies

A regional YMCA approached the Helen Brown Group for assistance with their second database screening. In particular, the YMCA was interested in identifying new planned giving prospects. The first screening had concentrated on their current (and recently lapsed) adult members, but the second was for a slightly more distant group of donors; the parents and guardians of recent summer camp attendees. Because this YMCA serves multiple communities, we were able to help narrow their focus to just the most affluent areas to save money on the screening. When the results were returned, our researchers verified top prospects, provided additional critical information for formulating a rating/ask amount, and presented the results, answering questions and providing suggestions for next steps.

A well-respected urban art museum was interested in uncovering new prospects for the museum generally and for a few specific curation and program areas that are soon to be highlighted in a campaign. Our team worked closely with their senior fundraiser and database team to identify the key information in their database to allow us the possibility of deeper post-screening analysis. When the results were returned, we worked closely together to provide lists of top identified prospects to each program area and to the museum overall. Each list was further segmented and mapped by geography to help with visit and event planning.

A medium-sized college in the silent phase of a capital campaign contacted us for screening assistance. They had not conducted a database screening in many years, and needed their entire constituency assessed. During our consulting conversation, we learned that class year fundraising would be a large part of the campaign, and our suggestions helped focus the screening to identify and segment the top prospects in each of the classes that would be gathering for reunions during the campaign. In addition, we provided the university with data analytics to suggest likely prospects for their library and art museum.

Let’s Talk About Your Wealth Screening Needs

Our Approach

Flexible Service and Deep Analysis

Case Studies

Get the Intelligent Edge