How to find contacts based upon Wealth Data Points

Subscribers to Kindful’s Wealth Data & Screening feature have access to 18 new contact filters.

For more information about Kindful’s Wealth Data & Screening module, please see this article: Introducing Wealth Data & Screening 

Filter Name

Definition

Example

DS Rating

This is a Wealth Data filter which returns Contacts who have the specified DS Rating value.

DS Rating: 1-2 

returns contacts who have the second highest DS Rating, meaning they are 5x more likely to donate than the average individual.

Foundation Board Member

This is a Wealth Data filter which returns Contacts who have the specified FndBoard value.

Foundation Board Member: Maybe 

returns contacts who have some indications that they sit on a the board of a grand-giving foundation.

EstimatedCapacity Amount

This is a Wealth Data filter which returns Contacts who have the specified Estimated Capacity value.

EstimatedCapacity Amount: $100 

returns contacts whose estimated capacity is exactly $100

EstimatedCapacity Amount Between

This is a Wealth Data filter which returns Contacts whose Estimated Capacity is greater than or equal to the first number, and less than or equal to the second number. (Inclusive)

EstimatedCapacity 
Amount: $100,$1000

Will return Contacts whose Estimated Capacity is $100, $1000, or anything in between such as $150, $250, etc.

EstimatedCapacity Amount Greater Than

This is a Wealth Data filter which returns Contacts whose Estimated Capacity is greater than the specified number. (Not inclusive)

EstimatedCapacity Amount 
Greater Than: $100

returns contacts whose estimated capacity is exactly $150 or more.

EstimatedCapacity Amount Less Than

This is a Wealth Data filter which returns Contacts whose Estimated Capacity is less than the specified number. (Not inclusive)

EstimatedCapacity Amount 
Less Than: $150

returns contacts whose estimated capacity is $100 or less.

Estimated Real Estate Amount

This is a Wealth Data filter which returns Contacts who have the specified Real Estate Est value.

Estimated Real Estate 
Amount: $100

returns contacts whose estimated capacity is exactly $100

Estimated Real Estate Amount Between

This is a Wealth Data filter which returns Contacts whose Real Estate Est is greater than or equal to the first number, and less than or equal to the second number. (Inclusive)

Estimated Real Estate 
Amount: $100,$1000

Will return Contacts whose Estimated Capacity is exactly $100, exactly $1000, or anything in between.

Estimated Real Estate Amount Greater Than

This is a Wealth Data filter which returns Contacts whose Real Estate Est is greater than the specified number. (Not inclusive)

Estimated Real Estate 
Amount Greater Than: $100

returns contacts whose estimated capacity is exactly $101 or more.

Estimated Real Estate Amount Less Than

This is a Wealth Data filter which returns Contacts whose Real Estate Est is less than the specified number. (Not inclusive)

Estimated Real Estate 
Amount Less Than: $150

returns contacts whose estimated capacity is exactly $149 or less.

Largest Gift Found

This is a Wealth Data filter which returns Contacts who have the specified Largest Gift Low value.

Largest Gift Found Amount: $100

returns contacts whose estimated capacity is exactly $100

Largest Gift Found Between

This is a Wealth Data filter which returns Contacts whose Largest Gift Low is greater than or equal to the first number, and less than or equal to the second number. (Inclusive)

Largest Gift Found 
Amount: $100,$1000

Will return Contacts whose Largest Gift Low is $100, $1000, or anything in between.

Largest Gift Found Greater Than

This is a Wealth Data filter which returns Contacts whose Largest Gift Low is greater than the specified number. (Not inclusive)

Largest Gift Found 
Amount Greater Than: $100

returns contacts whose estimated capacity is exactly $101 or more.

Largest Gift Found Less Than

This is a Wealth Data filter which returns Contacts whose Largest Gift Low is less than the specified number. (Not inclusive)

Largest Gift Found 
Amount Less Than: $150

returns contacts whose estimated capacity is exactly $149 or less.

Gifts to Organizations Like Mine

This is a Wealth Data filter which returns Contacts who have given exactly the specified number of gifts to similar organizations based upon the "Organization Type" field in General Settings.

Gifts to Organizations 
Like Mine: 1

returns contacts who have given exactly 1 gift to a similar organization.

Gifts to Organizations Like Mine Between

This is a Wealth Data filter which returns Contacts whose number of gifts to similar organizations based upon the "Organization Type" field in General Settings is between the 2 specified integers (inclusive).

Gifts Made to Organizations
Like Mine Between: 1,3

Will return Contacts who have given 1,2, or 3 gifts to a similar organization.

Gifts to Organizations Like Mine Greater Than

This is a Wealth Data filter which returns Contacts whose number of gifts to similar organizations based upon the "Organization Type" field in General Settings is greater than (and not equal to) the specified integer. (Not inclusive)

Gifts Made to Organizations
Like Mine Greater Than: 1

Will return Contacts who have given 2, or more gifts to a similar organization.

Gifts to Organizations Like Mine Less Than

This is a Wealth Data filter which returns Contacts whose number of gifts to similar organizations based upon the "Organization Type" field in General Settings is less than (and not equal to) the specified integer. (Not inclusive)

Gifts Made to Organizations 
Like Mine Less Than: 3

Will return Contacts who have given 1 or 2 gifts to a similar organization. Note: Zero is Not "less than 1" in this instance.

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