Using TA Affluence To Capture All Viable Prospects 4062

Using TA Affluence To Capture All Viable Prospects

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I love TA Affluence and the multiple ways you can go and segment out your contituents.  Such a great resource for annual, mid-level, major, planned giving as well as marketing and communications.  My concern is that I am not missing out on any prospects.  It could get pretty easy just focusing in on using the Wealth Segmentations.  However, you can get prospects who come back with some great wealth attributes for income, investments, net worth and discretionary spending and not have a wealth segmentation score of A-E.  

It’s not uncommon for somebody to get income but not investments for example.  It simply means we didn’t have the data to accurately score them on the category that wasn’t returned.  We’d rather sacrifice match rates for quality.  The same is true for the segmentation, there is a minimum amount of data we need and they won't receive a score if didn’t have enough data to accurately segment them with confidence.  So with that in mind, consider creating this query to capture those records -
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Obviously use any $$ amounts that work best for your constituents but as you can see it allows you to capture those records with high wealth attributes that may not receive the A-E wealth segmentation.  

What other unique ways are you using the TA Affluence data?  
 

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