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