By default, Wealth Screenings are toggled ON.

What does the integration do?

  • Through an integration with WealthEngine, every donation can activate a search of public records to surface key data such as net worth, income, and gift capacity for your donors.
  • Wealth screening fees only apply to successful matches. That means you will only be charged when you actually receive a donor’s wealth data.
  • Learn more about you wealth screening data here.

____

To Access your Wealth Screening Settings:

1. From the Profile Icon, Click "Settings" and then click on the Integrations page

2. On the Wealth Screening card, click on the Actions menu > "Edit".

3. On the Wealth Screenings Activated card, toggle ON or OFF and select the scanning frequencies from the dropdown menu. Click "Save"

___

Pro Tip:

We recommend only scanning on the first donation per donor, but you can control your settings for more aggressive scanning strategies. We do not recommend scanning on each donation if you have recurring donors!

Did this answer your question?