Analytics & Research

Wealth analysis offers information to allow us to determine which individualswealthscreening
have philanthropic potential.  This includes:

  • Occupation
  • Hard assets – business ownership, stocks, real estate
  • Major giving capacity value (based on best practices of AFP)
  • Affluence indicators, namely inclusion on Larkspur
  • Philanthropic indicators such as non-profit affiliations, private foundations, charitable gifts made to other institutions

As a follow-up to the electronic screening, additional research will occur on individuals where necessary information is not known by the client, in order to determine an appropriate ask amount.