What is database screening?

How does database screening work?

Step 1.

Start by selecting which of our databases you want to run your supporters against. Sometimes it is more cost effective to run against both databases at the same time. We can take records in most formats and you can send them over a secure internet connection. At this stage you may want the comfort of signing a Data Security Contract.

Step 2.

Most people begin with a Free Data Summary, showing how many successful matches you have with our database.

Step 3.

This can be followed by a Preliminary Match Report, presenting unrestricted data analysis carried out by one of our experienced consultants, showing the quality of matches and demographic statistics about the matched records. This is useful for prioritising pools of prospective donors to better hone your fundraising approach.

Step 4.

Next you can order the details of the individual and household matches with our databases, these come in two forms:

Tag Reports contain identifying information for all the matches between the client’s records and our database.

Snapshot Reports include identifying information along with other attributes such as wealth/property value, age, gender, company directorships, known shareholdings etc. These can be ordered immediately or upgraded from Tag Reports.

Moving forward...

From here the client can order additional information on individuals, in a variety of report formats or as more detailed individual profiles. From the Wealth Intelligence Database two specific detailed reports may be useful.

Standard Profile A fundraising profile containing half to one full page of information detailing everything we know about the supporter.

Full Profile The full profile contains all the information you would find in a standard profile as well as the individual’s personal networks including fellow trustees and boardmembers, known friends and family.