Share of Wallet is a term used by companies to measure the percentage of consumer spending they are receiving. This analysis is done at the product level and also to compare performance against competitors. Wal-Mart wants to know how much of the market for toothpaste they are capturing while also understanding how their sales compare to Target.
TrueGivers™ has developed [...]
Records were set in 2011 for contributions to Donor Advised Funds (DAF). Every fundraiser wants to know who amongst their donors have a DAF, and now TrueGivers™ makes that possible.
Using the NOZA® database we are able to Exact Match your file to over 300,000 people who have set-up a DAF at a community foundation.
These are individuals, couples, and families with the [...]
The conventional screening formula for capacity is overly simple (and not very helpful) — total up the assets and multiple that by x%. This old-fashioned way of measuring wealth worked okay as long as home prices kept rising.
But, we all know what’s happened to real estate values, and if you have ever done a screening you know that the value of someone’s [...]
The Great Recession has changed many things including what you should settle for when it comes to screening. Gone are the days when just identifying a person’s assets, combined with his/her internal giving, to your organization was all you needed.
Sophisticated Fundraisers now want to know “is this person a giver?” and “what are their interests?” It’s no longer about wealth, it’s about [...]
It’s human nature to want to kick the tires and try before you buy. With screening that has always been a challenge because most vendors only allow you to send a test file of 500 or 1,000 records. While this limitation gives you some idea of what to expect, in fact you really don’t know what is going to be delivered.
One of the benefits of the remarkable TrueGivers™ technology and databases is you get to see the same prospect or donor’s giving at different levels (or not at all) to different organizations.
You’ll see that this non-giving alum is being very generous with a well known environmental organization and that your $50 annual fund donor just gave $2.5 million to a performing center’s capital [...]
Have you ever wondered what goes into the scores provided by screening companies?
Scores are a bit like soup — you taste some ingredients more than others, but unless you made the soup from scratch you have no idea what is actually in it. This old-school approach makes you the diner and the vendor the [...]
The 2012 campaign season is in full swing, so now is a great time to get the hard facts about your soft dollar donors.
A lot has been written about the correlation between political giving and philanthropy, and our research backs it up. Despite this, fundraisers who focused on major gifts have not found political [...]
Time is your most precious asset, and nothing takes more time than creating a profile. This means that a
smaller and smaller percentage of your constituents ever undergo systematic prospect research.
Using the over 50 million profiles that make up the ZoomInfo® database, TrueGivers™ has brought the profile to the screening process.
The ZoomInfo® focus on executives, professionals, and board members matches up [...]
Preparing for Export
When it comes to preparing for the TrueGivers data, there are a couple of things you should figure out to make your life easier. We can assist you in making these decisions based on input from you and other members of your organization.
Tags & Segmentation
The first step should be for [...]
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