ATS iFindWealth Module

The ATS iFindWealth system consists of two products that can be installed individually. These products allow members to find and qualify donors in their database based on demographics about the individuals. This product adds value to iMIS as it allows clients to better segment their database and target their marketing based on information collected by the organization and more importantly outside sources.

iFindWealth Importer/Exporter

The first component is a standalone .NET application that uses the .NET iMIS Business Objects. automates the process of importing and exporting iMIS records to a third party service bureau. At the completion of the process, a custom demographic window will be populated and will include a number of demographics about the individual from wealth, business, and philanthropic databases. The service bureau applies statistical models to calculate ratings and scoring by passing the records through multiple data sources. The results can include information such as the following:

WE Rating

Composite WE Giving Capacity rating that looks at assets, income, and political giving.

Inclination

Composite inclination rating that looks at the relative number of gifts the individual has made to the client nonprofit (if available), the number of FEC gifts, and the number of charitable donations identified for other nonprofits.

RFM Amount

Relative rating 1-100, calculated for all the records submitted in the batch. Donors who have a largest gift amount are compared and assigned a percentile ranking.

The iMIS customer can then run reports based on these demographics to determine which members are more likely to give a donation to their organization.

iFindWealth Viewer

The second component is an extender application that allows real time lookup of an individual’s information through an extender window. If the member is available in the Wealth database then you will see a base set of demographics about that person in the window. As is the case with extender windows as you change the record in iMIS the extender window will also change and a new lookup will be automatically performed.

System Requirements

  • The iFindWealth Importer/Exporter includes an installer. It requires the Customer .NET iMIS Business Object and the .NET 2.0 framework.
  • The iFindWealth Viewer extender application requires the iMIS Xtender license.

Both products require an ATS license to access the information.

For more information and pricing please request a quote at your convenience.