Funraise offers powerful wealth and giving capacity insights to segment your donors and customize your end-of-year donation strategies easily and quickly.
View a specific donor's Wealth Insights directly on their profile to research individual capacity. Click here to see a breakdown of what these Insights represent and how they're calculated.
OK, ready to really put these Insights to work? Wealth Insights become seriously valuable when used to create larger segments of many donors at once—which is easy to do with Funraise!
You can filter a list of Supporters based on their Net Worth and Gift Capacity.
Why segment your ask lists by Wealth Insights?
Because when you ask a millionaire to donate $25, you're missing the chance to share the true extent of impact this person can have. Donors will rarely donate more than you ask them to, so... finding the highest ask amount for each individual can really increase how much you raise overall.
👀 Let's look at an example High Net Worth strategy:
First, Filter a Supporter list by
- Last Donation Date > is before > This Year
- Net Worth > equals > $5 - $10 Million
This will show you high net worth Supporters, who have not yet donated this year. Ask these Supporters to give more than your general ask. Remember... a donor will rarely give more than you ask them... so make sure you're asking them for a donation amount relative to their ability to give!