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Free Data Summary

The free Data Summary shows the likely number of matches between your database and the relevant Prospecting for Gold database. Larger organisations may need more detailed breakdowns from a Preliminary Match Report but, often, smaller clients skip further analysis and move straight to the purchase of matched Tag records
Select a database to see how we produce and supply our Data Analysis services and Tag Reports.

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     Intelligence Database

arrow The Legacy Prospect      Database

arrow The Annual Giving      Database

Wealth Intelligence Database: Data Summary


The Data Summary provides details of likely matches between the information you provide on your donors and our Wealth Intelligence Database. It summarises how many records have been matched, and the match rate as a percentage. The summary goes on to show the quality of the address information the client has provided us with (UK addresses only), any records excluded from the match process and segments likely matches by:

  • Wealth band
  • Age
  • Size of shareholding(s) (if known)
  • Constituent attributes (company director, charity trustee, known donor, livery company member etc)
  • Availability of a Prospecting for Gold profile

arrowSee Sample WID Free Data Summary

 

With a Data Summary you can choose to get a more detailed Preliminary Match Report and proceed to further analysis and profiling.


arrowProceed to Data Analysis
arrowProceed to Tag Reports
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