What is the Prospect Identification tool?

When building a segment in GivingDNA each criteria attribute is an “AND”. Prospect ID allows you to look at two (or more) different groups and exclude individuals. For example, when looking for major gift prospects, prospect ID will allow you to look at a group of individuals with a high income and charitable OR a group of high net worth individuals who are also charitable. There are a lot of younger, charitable donors who haven’t had the time to build a high net worth, but with their extremely high income, they are still making donations and worth the time to cultivate and steward. 

When building a prospect ID list, you can use guided or custom. Guided with give you criteria to start with when building your list. Custom you start from scratch.