Having seen the Preliminary Match Report the next step is deciding how many Tags to buy. We produce a Tag report spreadsheet listing named individuals or addresses matched to our database which tells you which individuals have potential to give more. These attributes can be added to your database.
Like the Preliminary Match Report, each Tag Report is tailored to the variables you provide.
For example Tag reports,
and details of what they
include click on a category
below:
The Wealth
Intelligence Database
The Legacy Prospect Database
The Annual Giving Database
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Legacy Prospect Database
The Legacy DM Tag report is designed for organisations who wish to identify on their own database every supporter who has matched the Legacy Prospect Database.
From here the client can proceed to a snapshot report, showing all the attributes of matched records. This allows for the creation of very specific prospect pools geared to match their fundraising objectives
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