What is Wealth Screening?

A Wealth Screening is a powerful tool that enables churches and nonprofit organizations to better understand their members’ and constituents' potential for giving. By screening households against numerous public data sources, we provide detailed insights into a household's giving propensity, financial capacity, and charitable intent. This information empowers your organization to develop targeted strategies for engaging givers of all capacities, especially those with high capacity.

As part of your engagement with Generis, your consultant will evaluate your organization's needs and recommend a Wealth Screening. At this stage, your consultant will provide an overview of the screening’s purpose and its role within your overall fundraising strategy.

Once a Wealth Screening is recommended, you will receive an email from the Generis Operations Team that will get your screening process started. You will also receive an additional email with a unique DropBox File Request link to which you can upload your data.

We will need a detailed export from your church management system or donor CRM that will include names, addresses, certain demographic information like dates of birth, and details on past giving.

Once your team has finished extracting the necessary data, you will upload it to the DropBox File Request. We do not recommend sending us any data through email.

Once we receive the data from your team, our Data Specialist will compile the information into the required format. Your team will have the opportunity to review the compiled data to ensure accuracy and completeness before we proceed with the screening.

After your review, we will seek your final approval to proceed with the screening using DonorSearch, our third-party processor.

Once the screening is complete, the results are delivered to your Generis consultant, who will prepare and present the findings. Your consultant will guide you in interpreting the results and incorporating them into your fundraising strategy.

Software-Specific Tutorials

The process must be completed by a user with "Bookkeeper" or higher permissions in the Giving module and "Viewer" or higher permissions in the People module.

Step 1 - Build a List and Export People Records

Go to Lists in People.
Create a new list with the conditions you want (e.g., Membership status = Member, Street Address Exists)
Run the list.
Click on the "Export CSV of Entire List". Click on "All available data". This will download to your computer.

Step 2 - Export Giving Data

Go to the Giving Module.
In the left menu, click Donations. By default, it will show the most recent donations.
At the top, use the Filters (date range, funds, campuses, payment source, etc.) if you want to narrow it down. To get all donations ever, set the date range to cover the full span of your records.
In the upper-right corner, click the "Export" button. Select all fields to be included.
The CSV file will download to your computer.

The process must be completed by a user with Full Financial Admin privileges in the PushPay ChMS portal.

Step 1 - Export Individuals

In the left menu, go to Reports & Metrics.
Select System Reports.
Click on the People tab.
Locate the report called Export Individuals. This report is designed to give you a complete list of every individual in your database.
Run the report. This will download a CSV file to your computer.

Step 2 - Export Transactions

In the left menu, go to Reports & Metrics.
Select System Reports.
Click on the Financial tab.
Choose the report called Transaction Detail.
Under COA Category select "All Categories". Write down any COA Categories (funds) that your church uses to track non-gift transactions (e.g., payments for products, meals, and events).
Set the date range. To get all transactions ever, set it from your earliest records to today.
Under the Output heading, click On Screen, and then select "CSV.
Run the Report.
If you have a large number of COA categories, are a large church with a large number of transactions, or have many years of transaction data in your system, the export process may time out and you may get an error similar to this:

If you receive that error message, you will need to run multiple transaction exports with shorter date ranges. If successful with the shorter date range, repeat with other date ranges until you have exported as much transaction data as possible. Be careful not to overlap the date ranges so that you do not end up with duplicate transactions. After generating the export batches, you will need to merge the exports together into one tab in one spreadsheet file.
When you click Run Report, a file will be downloaded to your computer, usually to the Downloads folder. This will be a large CSV file, so the download process may take a minute or two to begin.
Open the transactions export file and remove all transactions row where the COA Category is for a non-gift transaction. To do this, you may wish to use the Filter function in Excel or to sort the data by the COA Category column. In either case, it is important to delete the full row and not simply to hide it.

The process must be completed by a user with Full Contributions Reporting privileges in the Breeze portal.

Click People.
Click Show More Filter Options.
We recommend that you screen as many adults as possible. However you will need to apply at least the following filter criteria to remove business records and children from your export.

Status: choose all statuses that represent non-personal entities like businesses, small groups, etc.

Family Role: Select all family roles except those that represent children and youth under the age of 18 and non-primary household members (e.g., live-in grandparents).

Other properties: you may filter by other criteria, such as campus or tag, but remember that we recommend that you screen as many adults connected to your church as possible.
Click Export.
Ensure that the Format is set to Excel (which is the default setting), and then click Download. A file will be downloaded to your computer. Note where the file is saved. You will need to access in a future step.

Step 2 - Export Giving Transactions

From the Breeze home screen, click More > Contributions
Select Reports
Click Dates then, set the Start date to January 1, 1901 and the End date to today's date.

Note: for a Wealth Screening we suggest you include as much data as you have. By setting the earliest date to January 1, 1901, you are sure to include all of the transactions you have in your Breeze system.
Click Fund then choose the funds that you want to count in the giving history for the Wealth Screening. For a Wealth Screening, we recommend that you select the account or accounts that support your general ministry operations (e.g., your "operating fund" or "general fund") PLUS any special directed giving funds that support ministry in/within your church, including building funds. Please discuss this with your consultant if you are uncertain which accounts to include.
Click Download as Excel. A file will be downloaded to your computer. Note where the file is saved. You will need to access in a future step.

Step 1 - Export Individuals

Log into ChurchTrac.
Navigate to People/Family Screen from the top dropdown.
Select Custom Reports.
Create a new custom report (click the “+” button).
Choose whom to include — use the smart list “Everyone” if you want all individuals.
Select the fields/columns you want (name, address, phone, email, etc.) via “Fields & Options” in the report.
Export the report as CSV.

Step 2 - Export Transactions

Log into ChurchTrac.
Navigate to Giving/Pledges Screen, then go to Giving Reports.
Choose a date range (start/end dates) to cover all transactions you need.
Select “Category Detail by Date” (or similar detailed giving view). Choose “All Categories” if you want everything, or select the categories that need to be included.
Export to CSV.

Step 1 - Export Individuals

Log into Rock RMS with permissions to create/run reports.
Use the Reporting tool or Reports (sometimes under Tools/Admin → Reports).
Create or use an existing report on the Person entity/“People” data. Include the fields you need (name, address, email, phone, etc.).
Run the report.
In the results grid, use the Export to Excel (or Merge to Merge Template) or similar export function.

Step 2 - Export Transactions

Log into Rock RMS with finance/giving permissions.
Navigate to Finance → Transactions.
Apply filters (date range, transaction types, funds, etc.) to cover all transactions.
Run the transaction report.
From the results grid, use Export to Excel/CSV/“Export” or “Merge” actions to retrieve the data.

Step 1 - Export Individuals

Log into your Bloomerang account with admin or reporting permissions.
In the left menu, click Reports.
Click New Report.
Choose Constituents as your report type (this will pull all people).
If you want all individuals, don’t add filters. If you want just a subset (e.g., only active donors), add the appropriate filters.
In the report builder, add the fields you want to include (name, contact info, household, status, etc.).
Run the report.
At the top right, click the Export button.
Choose CSV or Excel.
Download the file to your computer.

Step 2 - Export Transactions

Log into your Bloomerang account with a user role that has access to giving data and reports.
In the left-hand menu, click Reports.
Click New Report.
Select Transactions as the report type. This pulls every donation, pledge payment, recurring gift, soft credit, etc. depending on your configuration.

To export all transactions ever, set the date filter to cover from your earliest records through today.
- Example: "Date is on or after 01/01/1900" (or your system’s earliest available date).

In the report builder, add the fields you want included. Common ones are:
- Transaction Date
- Amount
- Fund / Campaign / Appeal
- Payment Method
- Transaction Type (Donation, Pledge, Recurring, etc.)
- Donor Name (Constituent)
- Transaction ID / Reference #

Run the report to confirm the data looks correct.
In the upper-right corner, click Export.
Choose CSV or Excel.
Download the file.

Step 1 - Export Individuals

1. Log into your Keela account with admin or contact management permissions.
2. From the left-hand menu, click Contacts. This page shows your entire database of individuals and organizations.
3. If you want everyone, don’t apply filters. If you only want a subset (e.g., only donors, volunteers, or active contacts), use the filters at the top to refine your list.
4. In the top-right corner of the Contacts page, click the More Actions button (three dots ⋮).
5. Choose Export Contacts.
6. A pop-up will appear → select CSV or Excel.
7. Confirm the export.
8. Keela will prepare the file. You’ll either get a download link in-app or receive an email notification when the export is ready.

Step 2 - Export Transactions

Log into your Keela account with a role that has access to giving/transaction data (usually admin or finance roles).
From the left-hand menu, click Donations (sometimes labeled Transactions depending on your account setup).
This page shows all donation records in your database.
If you want all transactions ever, make sure no filters are applied for date. If you need only a subset (specific date range, fund, or campaign), apply the filters accordingly.
Click the Export button, usually at the top-right of the donations list.
Choose your preferred export format: CSV or Excel.
Confirm the export.
Keela will prepare the export file. Depending on your system, you may get a direct download link or receive an email notification with a link to download.

Step 1 - Export Individuals

Log in with a user account that has reporting/data export permissions.
Go to the module for “People”, “Contacts”, “Members”, “Profiles”, or similar.
Find a feature labeled “Reports”, “Custom Reports”, “Data Export”, “Contact Export”, or similar.
If applicable, set filters to include all individuals (active + inactive, as needed).
Select which fields you want in the export: first name, last name, email, phone, address, family/household, join date, status, etc.
Choose output format: CSV or Excel.
Run the report/export.
Download the file.

Step 2 - Export Transactions

Using the same or sufficient-permission login.
Go to the module for “Giving”, “Donations”, “Contributions”, “Transactions”, “Financials”.
Look for a report or export feature, often named “Giving Report”, “Donation Export”, “Transaction History”, “Financial Transaction Report”, etc.
Select a date range that covers all transactions you want (e.g., from the earliest transaction to present).
Include all relevant filters if needed (funds, payment methods, statuses, etc.).
Choose fields: donor name/ID, date, amount, fund/category, payment method, transaction ID, batch or group if applicable, memo or notes.
Pick output format: CSV / Excel.
Run/export.
Download the resulting file.

Wealth Screening Pricing

Generis provides a flexible, straightforward pricing structure for our Wealth Screening service, based on the number of records screened. We will do our best within the limits of your database system to group individuals within your organization by household (i.e., we group spouses together) for the most cost effective and accurate screening results. Generis bills your organization after the Wealth Screening is completed and the results have been delivered.

You will be charged based on the number of records in the final screening file. We will do our best to reduce the number of screening records by omitting children under 21 from the screening file and by combining spouses together into a single household screening record. This method results in the most accurate screening results. However, when a household has more than two adults (e.g., multi-generational households), or when age or family position data is not available in the database, there may end up being multiple screening records for some households.

FAQs

Security and confidentiality is our top priority. We treat all information as confidential and handle it according to industry-standard data protection practices. The data you provide will be stored securely and viewed only by authorized Generis personnel to perform the Wealth Screening.

Yes, you will have the opportunity to review and approve the compiled screening file before we proceed with the Wealth Screening. We will not move forward without your explicit approval.

Your data will only be shared with Generis personnel involved in processing the Wealth Screening and, with your final approval of the screening file, with our third-party screening partner, DonorSearch. We’ll get your explicit approval before we submit your data to DonorSearch. We do not share your data with any other external parties.

If you have any additional questions or concerns, don’t hesitate to reach out to us. We’re here to ensure that the process is smooth, secure, and transparent for you.

NUMBER OF SCREENING RECORDS	COST PER SCREENING RECORD
1 - 100	$0.85
101 - 250	$0.45
251 - 1,000	$0.40
1,001 - 5,000	$0.35
5,001+	$0.30