Work Smarter with new Wealth Ratings

Steve MacLaughlin

eTapestry Essentials and Pro customers can now take advantage of built-in wealth ratings to help improve their fundraising results. The year-end fundraising campaign is about to start. There are 78 new emails in your in box. You have a lunch meeting with a major donor later today. The monthly email newsletter still needs to be proofread. There’s a board meeting next week. You’re double-booked in meetings this afternoon and it’s only Tuesday morning at 9am.

 
If you’re going to make five phone calls today to potential donors, then how do you know who to call? Where will you focus the time and talent of your gift officers? Especially if the only major gift officer is you? Thankfully, your organization has eTapestry and its new wealth rating capabilities.

 
eTapestry Essentials and Pro customers can now take advantage of built-in wealth ratings to help improve their fundraising results. Every record in your eTapestry solution is screened and a wealth rating applied for each constituent. eTapestry takes advantage of Target Analytics, a division of Blackbaud, and their proven predictive modelling capabilities. We combine your donor data with an unparalleled set of external information assets to match and identify high-value donors.




Unlike other fundraising systems that either don’t have donor analytics or force you to use yet another tool, eTapestry has this data driven intelligence built right in. Inside your eTapestry Data Health Scorecard is a new area that contains wealth rating information. eTapestry customers can quickly view wealth rating results and use them as part of an overall fundraising strategy.

 
Decades of proven research shows the importance of understanding a donor’s capacity and affinity. The wealth rating information now available in eTapestry allows fundraisers to get better capacity information using an easy to understand 5-star rating. Combine this with all the affinity information you have about donors in eTapestry to improve your segmentation and prioritization of donor engagement.

 
Knowing where to focus your time and resources has never been more important. Now, you can use the built-in wealth ratings to prioritize which donors that are part of your fundraising program. No need to import and export data, just click the button and go. Then you can spend more time on engaging donors instead of managing the data.

 
Target Analytics’ data science know-how can now be used right inside of eTapestry. We have removed all the friction and extra costs to knowing more about your donors. The wealth rating information can be used in combination with the other data you have in eTapestry to improve segmentation, mailings, and other important engagement activities.

 
With the new wealth ratings in eTapestry, you can prioritize the right donors with the right level of attention. This helps to remove a lot of the guess work with donor management and fundraising. Now you can spend more time engaging with donors and furthering your mission.

Greg Simmons

Hi Steve, Does this apply to any markets outside the US?

Steve MacLaughlin

Greg,



Right now this capability is only available for US constituents. We continue to explore ways to bring this to other countries.