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Wealth screening

Discover potential major donors among your supporters

Wealth screening is an efficient and effective way to boost your major gift fundraising.

Your supporter database is one of your most valuable assets – but are you making the most of it?

Wealth screening gives you insight into your existing supporters by identifying the wealthy people who have the capacity to donate to your cause.

What exactly is wealth screening?

Wealth screening might sound like a complex process  – but we’re here to reassure you that it isn’t. 

When we talk about wealth screening, we’re talking about comparing the information in our database with the information in your supporter database.

Essentially, we’re looking for matches. A match is a high-net worth individual who appears on both our database and yours. And that makes them a potential major donor for your cause.  The typical match rate is one to three per cent, but for some causes it can be much higher. If you have 2000 people on your database, you might have 80 matches. If you have 50,000 on your database, you might have 1500 matches.

You can check your likely match rate with our calculator below:

How many high net worth individuals are there on your database?

We use two databases in our screening:

  • Our Wealth Intelligence Database contains detailed information about over 270,000 high net worth individuals who have £1m and above (excluding their primary residence).
  • Our Million Pound Properties dataset includes over 800,000 properties with an estimated current value of at least £1 million. The estimate is based upon a known sale price and published property price indices.

How wealth screening works 

Data security

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 suits most of our clients but we can make customised arrangements on request.

Data transfer

The transfer process is safe, secure and easy to understand. Your data will be uploaded online to our UK secure data centre for screening. Your data is fully encrypted during the transfer, which means that it is always safe.

Getting your results

First, we’ll present our findings in a data summary report. This gives you a clear overview of your matched data, telling you how many high-net-worth individuals we’ve found on your database. It also highlights possible connections to corporates and grant making trusts. You then have the option to purchase a selection of screening reports containing further information about your matches. Please get in touch if you’d like us to send you example reports.

Would you like to try our free initial screening?

When we’re screening 2,000 or more of your UK supporters, the wealth screening and data summary report are free. There’s no obligation to purchase further information about your matches. But if you have the budget and want to know more about the potential major donors we’ve found on your database, you can purchase our screening reports.  We’ll work with you to help you get the reports that best meet your specific needs.

Data protection and compliance are at the heart of our work.
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