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Tangible assets such as home or cars are typically factored in the wealth screening process, but these measurements aren’t always accurate indicators of a prospect’s true giving capacity. What really matters is the possession of actual liquid financial assets such as stocks, mutual funds, and annuities.
Kintera applies the Echelon’s rating system to divide an organization’s prospect database into 18 distinct market segments, enabling organizations to develop targeted fundraising campaigns geared to the financial capacities of the individuals in each segment. Echelon Power Segments is easy to interpret and apply and can be purchased alone, with |
Resources
P!N ES Resources
- P!N ES Datasheet
- EchelonPS Datasheet
- The Fundraiser's Guide to Data Sources
- P!N Client Satisfaction Survey

