Turn public records into board-ready major-gift strategies — without a $40/hr research consultant. Wealth-screen your donor list from free public sources, score every prospect on Capacity × Affinity × Linkage, and generate a complete board-meeting briefing packet with ranked Tier A/B/C prospects + suggested asks + foundation pipeline + cultivation assignments in one /briefing command. ## What's included - **Capacity scoring from public records** — real estate (county assessor + Zillow), FEC political donations (best public proxy for discretionary wealth), SEC insider filings, IRS 990 board comp + giving, LinkedIn career history, state business ownership records, news/media signals - **CAL Framework scoring** — Capacity (40%) + Affinity (35%) + Linkage (25%) with numeric justification per dimension - **Tier A/B/C/D classification** with suggested ask ranges (2-5% of estimated net worth or 3-5× largest documented gift, whichever is conservative) - **Foundation prospect discovery** — private + corporate + community foundations by mission match, geographic focus, grant range, deadlines, recent grantees, alignment scores - **/briefing command** — ranked top-10 prospect list, Tier A one-page briefs, foundation pipeline table, board cultivation assignments (linkage-based), planned-giving candidates — ready for the development committee - **Planned-giving target ID** — 60+ age + long-term relationship + strong mission affinity → bequest/CGA/QCD candidates - **Approach strategy per prospect** — best board-member-to-make-first-contact, entry point, donor-specific talking points ## Limitations - **Not a paid wealth-screening service** — uses public records only; doesn't query DonorSearch / iWave / WealthEngine APIs - **Sub-50-prospect scope** by default — for nonprofits with 50-500 major gift prospects, this is the right size; mega-shops should use enterprise tools - **Public-records-only data** — coverage varies by county / state (CA + NY + TX are richest) - **Not legal counsel** — planned-giving recommendations are starting points; donor's attorney handles execution - **U.S.-focused** — Canadian / UK donor research conventions differ ## Best fit Executive directors, development directors, and board chairs at nonprofits with $500K-$5M annual budgets transitioning from annual fund to major gift fundraising. Especially valuable when your board wants "real research" before the next cultivation meeting and you can't justify $1,500-$10,000/year for DonorSearch or iWave at your scale.
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