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Wealth Insights Reference Guide

This guide explains the wealth, giving, and likelihood attributes shown in contact profiles. These insights help you understand a contact’s estimated financial capacity, giving behavior, and recommended fundraising approach.

All data is provided by DonorSearch unless otherwise noted. Some summary scores are calculated by the platform using DonorSearch data.

Match & Data Quality

Match Quality Score

What it is:
A numeric score indicating how confidently DonorSearch matched this contact to available wealth and giving data.

How it works:

  • Scores typically range from 17 and above

  • Higher scores indicate stronger match confidence

How to interpret:

  • 17–18: Acceptable match confidence

  • 19+: Very strong match confidence

This score helps assess how reliable the wealth data is for this contact.

DonorSearch Rating

DonorSearch Rating (DS Rating)

What it is:
A summary rating that reflects overall propensity to give based on DonorSearch modeling.

Common values:

  • DS1-1: Very strong opportunity

  • DS1-2: Strong opportunity

  • DS1-3: Moderate opportunity

  • DS1-4: Limited opportunity

  • DS1-5: Minimal opportunity

  • DS3: Insufficient or low-quality matched data

This rating is directional and should be used as a prioritization aid.

Wealth & Capacity Indicators

Estimated Net Worth

What it is:
An estimated range of the individual’s total net worth.

How it’s calculated:

  • Derived from DonorSearch asset modeling

  • Uses indicators such as real estate, business ownership, investments, and giving patterns

  • Displayed as a range to avoid false precision

Example:
$1,000,000 – $4,999,999

Estimated Giving Capacity

What it is:
An estimate of how much the individual could reasonably donate over a five-year period.

How it’s calculated:

  • Approximately 10% of estimated net worth

  • Provided directly by DonorSearch

Target Ask by Wealth

What it is:
A suggested ask range based on estimated net worth.

How to use it:

  • Helps frame appropriate ask amounts

  • Intended as strategic guidance, not a guaranteed gift amount

Real Estate Property Count

What it is:
The number of properties DonorSearch identified as owned by the individual.

Estimated Real Estate Value

What it is:
The total estimated value of real estate holdings.

States with Real Estate

What it is:
The number of U.S. states in which the individual owns property.

Business Affiliation

What it is:
Indicates whether the individual is identified as an executive or business owner.

Values:

  • Y: Yes

  • M: Maybe

SEC Insider Status

What it is:
Indicates whether the individual is listed as an SEC insider.

Values:

  • Y: Yes

  • M: Maybe

  • N: No

Giving Likelihood Scores

These scores estimate how likely a contact is to respond to different types of fundraising outreach.

Annual Fund Likelihood

What it is:
A relative score estimating responsiveness to annual fund appeals.

Scale:
0–300 (higher is better)

How it’s calculated:

  • Uses DonorSearch predictive models

  • Performs best when client-supplied giving data is available

Major Gift Likelihood

What it is:
A relative score estimating responsiveness to major gift outreach.

Scale:
0–300 (higher is better)

How it’s calculated:

  • Based on modeled capacity, giving behavior, and engagement signals

Planned Gift Indicator Rating

What it is:
A DonorSearch score estimating planned giving potential.

Scale:
1–7

  • 1: Most likely to respond

  • 7: Least likely to respond

Calculated Summary Scores

The following scores are calculated by the BetterUnite platform using DonorSearch data.

Composite Donor Score

What it is:
A single 0–100 score summarizing overall giving potential.

How it’s calculated:
This score combines three weighted components:

  1. Giving Capacity

    • Estimated net worth

    • Estimated giving capacity

    • Asset indicators (real estate, business ownership)

  2. Likelihood to Give

    • Annual Fund Likelihood

    • Major Gift Likelihood

    • Planned Gift indicators

    • DonorSearch AI signals (when available)

  3. Giving Evidence

    • Estimated past giving amounts

    • Gift size and frequency indicators

Each component is normalized and weighted to produce a single score designed for prioritization, not prediction.

Composite Score Labels

  • Strong Giving Signals

  • Moderate Giving Signals

  • Limited Giving Signals

These labels help quickly interpret the numeric score.

Primary Fundraising Focus

What it is:
A recommended fundraising strategy based on available data.

Possible values:

  • Major Gifts

  • Annual Fund

  • Planned Giving

  • Stewardship / Monitor

How it’s calculated:

  • Considers likelihood scores, estimated capacity, and planned giving indicators

  • Prioritizes long-term strategies when planned giving potential is strong

Additional Contextual Attributes

Median Household Income

What it is:
Median household income for the contact’s ZIP code based on U.S. census data.

Average Home Value

What it is:
Average home value for the contact’s ZIP code based on census data.

Profile Link

What it is:
A direct link to the individual’s full DonorSearch profile (when available).

Last Synced Date

What it is:
The date when DonorSearch wealth data was last retrieved for this contact.

How to Use This Information

  • Use wealth data as a prioritization tool, not a guarantee

  • Combine insights with relationship knowledge and professional judgment

  • Review match quality when evaluating confidence

  • Refresh data periodically to ensure accuracy

Important Reminder

All wealth and giving values are estimates based on publicly available data and predictive models. They are intended to support fundraising strategy and decision-making, not replace human insight.