Some profiles will include donations data, which you can factor into your evaluation of that individual’s interests and capacity. However, there are four key types of donations data and each can be quite different. The fact that they are pulling their information from different places has broader implications: in some cases, to really understand what you are looking at, the four types should be read differently.
This article will cover:
- Political Donations
- Philanthropic Donations
- Charitable Donations
- Giving history
There are several different sources of political donations, all of which are curated outside of WealthEngine.
Federal Election Commission Campaign
Political campaign/committee contributions taken from financial disclosure reports filed by House, Senate, and Presidential campaigns, parties, and PACs. They run from 1993 to the present.
State Political Donations
State-level campaign contributions made to individual candidates, political party committees and ballot measure committees. Data is collected from campaign finance reports that are filed with state disclosure offices.
Section 527 Political Donations
Donations that have been contributed to a special interest group – specifically a Section 527 organization. This is a federal designation for an organization (party, committee, association, fund, etc.) whose primary purpose is to influence the election or appointment of a candidate to public office or office in a political organization.
This data source, also curated outside of WealthEngine, includes a select group of major gift records traced back to the donor’s home address. The records show the gift amount, the year in which it was made, and the recipient organization.
Charitable Donations is the only data source that WealthEngine curates. It stores millions of donations, which we've drawn from donor lists published by the nation’s largest nonprofit organizations, as well as those nonprofits that have elected to participate in WealthEngine’s ongoing crowd-sourcing project by sharing their annual reports.
This database will potentially display the type, amount, and year of the gift, as well as the recipient organization’s name, location, and areas of focus. However, these types of reports never include the full address that would allow our computer system to really be certain the contribution applies to your person – rather than someone who simply looks like them. This means that when you look at Charitable Donations on a profile, you are seeing a list of donations that the system thinks might be them. For this reason, Charitable Donations will always be a Medium QOM, meaning that they are not factored into any of the key scores on the profile.
While the Charitable Donations data source will never be comprehensive, it does continue to grow as we add thousands of annual donations to the system every week.
- Note: Charitable Donations, Federal Election Campaign Contributions, and SSDI Death Index records are the only Medium QOM data that are automatically included in profiles. To learn more about Quality of Match (QOM), check out our How We Build Profiles Guide.
When you do an Advanced Person Search or submit a list to be screened, you’ll have the opportunity to provide information such as Total Giving; Largest Gift; Most Recent Gift, etc. The Giving History that you see on a person's profile refers only to what you have told us about their gifts to you; it does not include any donations that we see them giving to others.
We trust that you know what you are talking about when it comes to your giving history with donors! For this reason, we always consider Giving History to be a High QOM, meaning that it is factored into the profile’s scores. You may find that it’s worth taking a little extra time to include this information in your search or screening, as it could get you more accurate results in the end.
- Note: If you are nervous about sharing your giving history with our other clients, don’t worry! In order to protect your privacy, we are containing this data in your account. No one else will ever see it, it’s simply for your benefit.