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, your consultant will introduce you to our Operations Coordinator who will guide you through the next steps.

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. There are two ways to accomplish this. The first option is that Generis can handle the entire process by accessing your church management system or donor CRM directly. The second option is that a representative from your organization can work with our Data Specialist during a remote videoconference session.

Accurate, well maintained data is the foundation of a useful Wealth Screening. Though it is rare, sometimes an organization’s data has too many inconsistencies or is not structured or maintained in such a way that we can use it for a Wealth Screening. As we begin the extraction process, we’ll look for any widespread issues with your organization’s data. If we notice anything that would prevent us from obtaining accurate and usable results, we’ll let you know before we proceed. We will also recommend strategies and solutions to improve the accuracy, reliability, and integrity of your data.

Once the necessary data is extracted, our Data Specialist compiles 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. If you provided us with direct access to your system, you can disable it at this point.

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

We need access to your church management system or donor CRM to extract the data necessary for completing a Wealth Screening. This data helps us identify the giving potential of your congregation or donors and allows us to provide personalized insights as part of your consulting engagement.

We will only access the specific data needed for the Wealth Screening. This includes member or donor records (names, addresses, and contact information) and giving history. We won’t access any other parts of your system and we will not modify, delete, or change any data in your system without your explicit permission.

Security and confidentiality is our top priority. We treat all information as confidential and handle it according to industry-standard data protection practices. The credentials you provide will be stored securely and used only by authorized Generis personnel to perform the Wealth Screening. Once the screening is complete, your credentials will be deleted from our records.

No, we strongly recommend that you create a unique user account for Generis, separate from other users in your system. This ensures better security, easier tracking of our access, and allows you to disable our access once the screening is finished without affecting other users.

If you prefer not to give Generis direct access, we can still guide you through the data extraction process. We’ll set up a videoconference where our data specialist will walk you through the steps to export the necessary data from your system.

Generis will only retain access to your system for the time needed to complete the Wealth Screening and deliver the results. While the specific duration of access will depend on factors such as the timeline for your consulting engagement, the number of records in your system, the quality of your data, and the specific steps required to extract data from your system, most data extractions are completed within seven days of receiving your authorization. Once the process is finished, we will no longer use your credentials, and we recommend that you disable the account or change the password to revoke our access.

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.

We take every precaution to ensure smooth and secure access to your system, and our team is well versed in most church management systems and donor CRMs. The types of actions we will be performing (viewing, reporting, filtering, and downloading existing data) are highly unlikely to cause any system errors or issues. If we do encounter or notice any issues that seem out of the ordinary—whether or not they are related to our work—we will notify you immediately and clearly document the issues for your IT team or software vendor. However, Generis is not responsible for issues that are unrelated to or incidental to our activities. If problems arise due to the system itself (e.g., technical glitches), the responsibility lies with your system provider.

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