DonorSearch Results Batch Screening
Batch Screening displays the group of fields used to house batch screen information created during the batch processing (Text File) submission. The values on this tab represents an internal analysis of the relationship you have with each of your prospects within the same batch processes. It does not compare your donors to other organizations in creating the ratings shown.
Parts of the Batch Screening Tab
| Major Gift Likelihood | Prospect's likelihood to be an major gift donor based upon a combination of external giving and giving history to the client's organization (if available). 300 = most likely; 0 = least likely. |
| Annual Gift Likelihood | Prospect's likelihood to be an annual fund donor based upon a combination of external giving and giving history to the client's organization (if available). 300 = most likely; 0 = least likely. |
| RFM Total | An internal analysis of the relationship you have with each of your prospects, using a formula that includes how RECENTLY your prospect has given to you, how FREQUENTLY your prospect has given to you, and the total amount of MONEY given. Scale of 1-300. 300 is the highest rating and indicates the greatest likelihood of donating. This analysis is only available if an organization has supplied giving data on a particular donor; prospects who are non-donors will not have an RFM score. RFM is calculated using your donor data only; it does not compare your donors to other organizations. |
| RFM Recent | An internal analysis of the relationship you have with each of your prospects, using a formula that includes how RECENTLY your prospect has given to you. RFM is calculated using your donor data only; it does not compare your donors to other organizations. |
| RFM Frequency | DonorSearch analytics show that RFM Frequency is the best indicator of future philanthropy. A donor whos given a gift annually for 15 years is much more likely to donate again than someone whos given one large gift one time. |
| RFM Money | The donor whos given you the most amount of money, for example, will be scored 100 in the RFM Money category, regardless of how much he/she has given. The top 1% of all your donors, in terms of amount, will receive a score of 100, the next most generous donors will receive an RFM Money score of 99, etc. RFM is calculated using your donor data only; it does not compare your donors to other organizations. |
| Planned Gift Rating | Prospect's likelihood to be a planned gift donor based upon a combination of internal giving history and age. 0 = no info found; 1 = least likely; 7 = most likely. If there is no internal giving history, the rating will be based on external giving (to other nonprofits), and will not be as accurate. |
| Assessed | DonorSearch manually assesses the top 200 prospects in your database as quality assurance that all data is correct to an 85-90% level at no extra charge. Additional assessments may be purchased. |
| Questions | Questions DonorSearch had when manually processing the profile’s assessment. |
Diataxis: