Provide screening and modeling services to assess giving likelihood for constituents on file in order to: a. Uncover new prospects in our database: i. Identify and pre-qualify best major gift prospects, at various giving levels, including the ability to easily sort/group prospects with similar traits or interests. ii. Pipeline development upgrading base donors (contributors giving less than $1,000) to mid-level donors (contributors giving $1,000- $9,999) to major gift donors (contributors giving more than $10,000). iii. Identify major gift donors who direct their philanthropy through donor-advised funds iv. Identify prospects for monthly giving programs using sustainer modeling scores v. Identify lapsed donors to identify prospects primed for reengagement. vi. Identify and pre-qualify best planned gift prospects, specifically those with capacity to make leadership gifts (commitments of $X+) to the planned giving campaign. b. Recommend additional screening/modeling services that may be of interest to CBF, given the goals of the project – including, but not limited to, resources to help CBF strategize around generational transfers of wealth
