Beyond the Wealth Screen: A Guide to Predictive Scoring for Nonprofits

How to move beyond capacity and build a smarter fundraising strategy

Beyond the Wealth Screen: A Guide to Predictive Scoring for Nonprofits

How to move beyond capacity and build a fundraising strategy based on who’s actually ready to give, not just who can.

Built for prospect researchers, advancement services directors, and development leaders, this practical guide breaks down why wealth screening alone has a ceiling, and how predictive scoring helps teams identify donor readiness without a large team or a six-figure investment.

Inside, you’ll find:

  • A clear breakdown of national vs. custom predictive models, and which one is the right starting point for your team
  • The four questions every fundraising program should be able to answer, and the models built to answer each one
  • Real nonprofit examples, including a museum that grew appeal revenue 94% and a two-person team that built a multi-million dollar endowment strategy
  • A checklist for evaluating predictive scoring vendors and solutions

Whether your team is testing predictive scoring for the first time or ready to build a full scoring infrastructure, this guide helps you see who’s already in your database, ready to give.

Access the Guide