Wealth Screening
Learn more about your supporters
Wealth screening is a great way to get extra value from your database – one of your charity’s most important assets. Screening your supporters against our Wealth Intelligence Database will identify which of your contacts have the capacity to become major donors.
The Wealth Intelligence Database contains information on over 240,000 UK-based millionaires and influential people, held in compliance with data protection legislations and regulations. The information that you give us from your database is compared with ours to find potential major donors among your supporters.
Use the app below to check your organisation’s estimated match rate and see how many wealthy supporters you may find.
Use the app below to check your organisation’s estimated match rate and see how many wealthy supporters you may find.
The Wealth Screening Process
Data Security & Transfer
The transfer process is safe, secure and easy to understand. We will look after your data, keep it confidential and not use it for any other purpose than intended. It will remain in the UK at all times. Our standard Contract and Data Security agreement is well suited to most but customised arrangements can be made on request.
Data Upload
Your data can be uploaded online to our UK data centre for screening to begin. Our data facility is straightforward to use and easy to understand. Data is fully encrypted during transfer, ensuring that your data is always safe.
Data Summary Report
The findings of your screening will be presented in a Data Summary Report, giving an easy to understand overview of your matched data. There is no obligation to make a purchase once you have received your results and if you are screening 5,000 or more of your supporters from the UK, the data summary report is free.
Screening Results
We can help you select the ‘best’ matches for your purpose and ensure you only buy what you can handle. We are happy to discuss your screening results with you in person or over the phone.
Wealth Tag and Snapshot Reports
You may wish to purchase Wealth Tag or Snapshot reports on the high net worth individuals identified through your screening. WealthTags enable you to identify which records on your database are related to wealth. Snapshots give you a fuller insight including Wealthband and other attributes.
Million Pound Properties
Our Million Pound Properties include over 200,000 properties with an estimated current value of £1 million. The estimate is based upon a known sale price and published property price indices.
