Fundraising
Wealth screening
Formal definition
In fundraising, Wealth screening refers to an operating term used for crafting fundraising propositions, analyzing prospect donor networks, and measuring marketing outreach metrics to optimize campaigns.
What this actually means for you
Fundraising and supporter-care leads should treat Wealth screening as an operating standard: compile clear case evidence, track donor movement through the pipeline, and monitor return on acquisition spend, then review it before campaign launches and supporter comms updates.
Example: In a live quarterly cycle, Wealth screening is applied like this: the major donors team updates potential supporter records in the pipeline and tracks the gift ask return rate. The team then records the decision trail in team templates, reporting packs, and operating checklists.
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