Donor screening identifies prospects from the screening who are current constituents in your database. This indicator is returned in the results report along with the following:

  • Last Gift Amount
  • Last Gift Date
  • Total Amount Given
The above gift information is also returned in ResearchPoint if your organization utilizes the Grateful Patient Solution.

For information on creating the Donor Screening export file see How to create the WealthPoint OnTime Donor Screening File (BB707028)