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Wealth Screenings

CPR offers the finest major gift screenings available and is the only firm that:

– Covers the entire New York City residential real estate market.
– Verifies the results before our clients receive the file.

Our clients use CPR’s wealth screenings to set aggressive, yet realistic goals. Since donors are more likely to give when presented with a specific ask amount, CPR’s customized ask amounts during appeals drive a strong return on investment (ROI).

What sets our screenings apart from competitors is that we don’t rely solely on automation. Our team of researchers carefully ensures the accuracy of each screening.

What are the opportunity costs if promising leads get lost at the bottom of the pile?

Major gift screenings don’t provide finished research reports. Rather, they provide roadmaps of raw data. They point solicitors in the right direction, helping to identify which prospects have gift potential and deserve additional time and attention. As an affordable first step in the identification process, CPR’s proprietary products emphasize:

  • Pristine match logic.
  • Minimization of statistical miss-hits/false positives.
  • Accurate annual and capital gift ratings based on the most up-to-date data.

Additionally, if you’ve run a major gift screening with another firm, we can help you implement that data. We can also help identify great prospects whom other screening vendors may have missed or returned with no data.

CPR will ensure your screening receives the careful attention to detail you need to thrive.

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