How to find contacts based upon Wealth Insights Data Points

Overview

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

Linked Articles:

Introducing Wealth Insights 

Wealth Insights FAQ


Filter Name

Definition

Example

 Subscr. Level

Propensity to Give

This is a Wealth Insights filter which returns Contacts who have the specified Propensity To Give value.

Propensity to Give: Very High

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

Level 2 or 3

Foundation Board Member

This is a Wealth Insights filter which returns Contacts who have the specified Foundation Board Member value.

Foundation Board Member: Maybe 

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

Level 2 or 3

Estimated Capacity Amount

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

Estimated Capacity Amount: $100 

returns contacts whose Estimated Capacity is exactly $100

Level 3 

Estimated Capacity Amount Between

This is a Wealth Insights 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)

Estimated Capacity 
Amount Between: $100,$1000

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

Level 3 

Estimated Capacity Amount Greater Than

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

Estimated Capacity Amount 
Greater Than: $100

returns contacts whose Estimated Capacity is exactly $150 or more.

Level 3 

Estimated Capacity Amount Less Than

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

Estimated Capacity Amount 
Less Than: $150

returns contacts whose Estimated Capacity is $100 or less.

Level 3 

Estimated Real Estate Amount

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

Estimated Real Estate 
Amount: $100

returns contacts whose Estimated Real Estate Amount is exactly $100

Level 3 

Estimated Real Estate Amount Between

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

Estimated Real Estate 
Amount Between: $100,$1000

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

Level 3 

Estimated Real Estate Amount Greater Than

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

Estimated Real Estate 
Amount Greater Than: $100

returns contacts whose Estimated Real Estate is exactly $101 or more.

Level 3 

Estimated Real Estate Amount Less Than

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

Estimated Real Estate 
Amount Less Than: $150

returns contacts whose Estimated Real Estate is exactly $149 or less.

Level 3 

Largest Gift Found

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

Largest Gift Found Amount: $100

returns contacts whose Largest Gift Found is exactly $100

 Level 2 or 3

Largest Gift Found Between

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

Largest Gift Found 
Between: $100,$1000

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

Level 2 or 3 

Largest Gift Found Greater Than

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

Largest Gift Found 
Greater Than: $100

returns contacts whose Largest Gift Found is exactly $101 or more.

Level 2 or 3 

Largest Gift Found Less Than

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

Largest Gift Found 
Less Than: $150

returns contacts whose Largest Gift Found is exactly $149 or less.

Level 2 or 3 

Gifts to Organizations Like Mine

This is a Wealth Insights 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.

 Level 2 or 3

Gifts to Organizations Like Mine Between

This is a Wealth Insights 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.

Level 2 or 3

Gifts to Organizations Like Mine Greater Than

This is a Wealth Insights 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 to Organizations
Like Mine Greater Than: 1

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

Level 2 or 3

Gifts to Organizations Like Mine Less Than

This is a Wealth Insights 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 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.

Level 2 or 3 

How to Add New Contacts to your Wealth Insights Screening

You may find that you have contacts in your Kindful account who have not been matched yet to the wealth screening data. You can get to a list of these profiles by clicking on the Learn More button from your dashboard in your Wealth Insights preview.

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This will take you to your Wealth Insights Summary Report. Here, you can click on the first link showing you how many quality matches you have. This will take you to a filtered Contacts page view. These are your wealth screening-eligible contacts.

Screen_Shot_2019-07-16_at_2.23.48_PM.png

Navigate into the profiles of the contacts in your Quality match found list, and you will come across some whose Wealth Data page looks like it does below. If you have not used your allotment of 600 detailed profiles (a part of the Level 3 subscription), you can choose to add contacts on an individual basis to this capability.

Screen_Shot_2019-07-16_at_2.16.04_PM.png

Contact us to learn more about getting Level 3 added to your account to get the full analysis on your contact profiles.


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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