Wealth Engine

Webinar Replay

Understanding WealthEngine's Nonprofit Ratings & Scores

In this webinar, we discuss and define in detail all of WE's nonprofit ratings and scores, including:

  • Quality of Match
  • Estimated Giving Capacity
  • Propensity to Give (P2G)
  • Planned Giving Indicators
  • Wealth Ratings (Total Assets, Net Worth, Cash on Hand. Estimated Annual Donations)
  • Inclination Giving
  • Inclination Affiliation

We also discuss best practices for using our ratings and scores post-screening to segment and prioritize donors and prospects for Major Gifts, Planned Giving, and Annual Fund, as well as site some specific use cases and examples.