Ratings and Scores

Commercial: Ratings and Scores
As you work to identify potential clients or customers, you want to make sure that you are focusing your efforts on those who have the greatest potential! A...
Mon, 18 May, 2020 at 12:23 PM
Commercial: P2G
The Propensity to Give (P2G) is WealthEngine’s key overall score, and it likely presents the most complete picture of your person! It is designed to serve a...
Sun, 4 Aug, 2019 at 1:00 AM
Commercial: How to Customize Gift Capacity
When you look at a person’s profile, Giving/Giving Capacity are key scores that you’ll use to decide whether they are worth your time and resources. However...
Fri, 13 Dec, 2019 at 4:13 PM
Gift Capacity: Formula Details
The Gift Capacity estimates how much your person can afford to give in a five-year period to all the institutions they support, in total. Five major compone...
Fri, 13 Mar, 2020 at 4:24 PM
Commercial: The WealthScore
The WeathScore provides a new dimension in wealth analytics and targeted fundraising.   It is available on individual profiles and can be used to filter...
Mon, 18 May, 2020 at 11:32 AM