Welcome to the Future

Major Gift & Planned Giving Intelligence

Donor-advised funds, donors without children, net-worth, exisiting estate planning, and more

What is Major Gift and Planned Giving Intelligence?

Major Gift and Planned Giving Intelligence is a comprehensive package of nine key data elements used to upgrade and enhance your major gifts and planned giving programs.
 
Utilizing TouchPoints' proprietary data assets, enrichments include donor-advised fund screening, donors without children screening, wealth and debt insights, and property ownership and valuation data.

Financial Chart

Great data lead to great results.

Stock Trade

How Does Major Gift and Planned Giving Intelligence Work?

TouchPoints undertakes a comprehensive analysis of your known donor universe to uncover unknown major gift and estate giving opportunities.

Donor records are securely returned with enriched profile data, and include the nine key data elements listed below, as available.

Secure. Reliable. Covers over 95% of U.S. households.

Nine Key Data Elements Included In Major Gift & Planned Giving Intelligence

saving-512x512-155108.png

Donor-Advised Fund (DAF)

business-512x512-155090.png

Income

appartment-512x512-155079.png

# of Residential Properties Owned

management-512x512-155085.png

Donors Without Children

check-512x512-155100.png

Home Value

chair-512x512-155094.png

# of Commercial Properties Owned

bank-512x512-155096.png

Net-worth
 

balance-512x512-155103.png

Current Home Equity

puzzle-512x512-155084.png

Exisiting Estate Planning

Interested In Major Gift & Planned Giving Intelligence?

Let us help.

Fill in your info below, and a member of our team will be in touch shortly.

Thanks for submitting!

 
Have other data needs?
See what TouchPoints has to offer.