Wealth Screening - Recent Threads

Research and donor profiles

Kimberly Clark — Thu, 28 May 2020 18:01:30 GMT

Prospect Research (and Tessitura) are relatively new to our organization. When we moved from another platform, a lot of information fell into random places. I am trying to map out a plan for the research tab(s) that will pull comprehensive information into a full profile report. Would love it if anyone could share best practices or examples of a full donor profile. I have a clean slate as they say.

DonorSearch Partners with Tessitura to Release New Integration

Heather Laidlaw Kraft (she/her) — Fri, 15 May 2020 20:14:21 GMT

Hello -

We've been busy in integration land, and have recently released a new DonorSearch / Tessitura integration. This upgraded integration is compatible with the upcoming Hosted System's move to AWS, and also allows an easier installation for self-hosted members with no additional software or site to support. The integration takes advantage of the wealth insights offered by DonorSearch and brings them natively into Tessitura with the following features:

Score households, individuals, or groups of constituents with either a simple single account screen or mass bulk screening.
Brings over 60 points of data into Tessitura and creates list and output elements to allow native filtering and screening within Tessitura
Stores crucial prospect intelligence in Tessitura as specific as the number of gifts and total dollars a patron has donated to other arts organizations — at the click of a button.

If you are a current customer of DonorSearch and interested in upgrading to the newest version (compatible with Tessitura v 15.0.10+ and 15.1.3+) please reach out to your DonorSearch representative!

News Item: https://www.tessituranetwork.com/en/Items/Articles/News/2020/DonorSearch
Ecosystem Link: https://www.tessituranetwork.com/Services/Partnerships/Wealth-Screening#DonorSearch

Best,

Heather
Product Owner, Integrations

iWave's Next Generation Wealth Screening and Tessitura Integration

Heather Laidlaw Kraft (she/her) — Fri, 15 May 2020 20:06:10 GMT

Hello -

I'm so pleased to highlight our release of a new, sleeker and easier to use wealth screening integration with Tessitura and iWave that happened in late 2019. This upgraded and power-boosted integration builds on iWave's fundraising intelligence functionality and allows for the following new features:

Score households, individuals, or groups of constituents to understand their capacity, propensity, and affinity to give by leveraging iWave's wealth screening technology.
Use iWave Insights to segment prospects and donors and uncover hidden gems and champion philanthropists within their database.
Access Recency-Frequency-Monetary (RFM) scores that analyze a constituent or household’s contribution to the organization for a more holistic view of the donor.
Increases the amount of information that is able to be passed into Tessitura, including capacity range, whether the prospect is an insider, and their business affiliation.

If you are a current customer of iWave and interested in upgrading to the newest version (compatible with Tessitura v 15.0.10+ and 15.1.3+) please reach out to your iWave representative!

News Item: https://www.tessituranetwork.com/en/Items/Articles/News/2019/iWave
Ecosystem Link: https://www.tessituranetwork.com/Services/Partnerships/Wealth-Screening#iWave

Cheers,

Heather
Product Owner, Integration

Tessitura Arts & Culture Connection - Putting Organization Vision First - A Virtual Invitation for Thursday, April 16 @ 5pm EDT

Heather Laidlaw Kraft (she/her) — Wed, 15 Apr 2020 22:11:05 GMT

Calling fundraising professionals in arts & culture: how can we engage with donors via the stories we tell?

Tomorrow’s Tessitura Arts & Culture Connection will bring together industry colleagues in virtual breakout groups to talk about putting organizational vision and relevance “front and center” as we communicate with donors.

We'd love for you to join us! Thursday April 16, 5.00PM US EDT. Register here: https://bit.ly/3cnqXaA

Welcome to Wealth Screening

Heather Laidlaw Kraft (she/her) — Tue, 24 Mar 2020 21:00:19 GMT

Welcome, everyone, to the Wealth Screening discussion topic on our website! We’re pleased to offer this shared space for our ecosystem partners and Tessitura community members to connect with one another. You can use this space to ask questions, share tips and tricks, offer advice on best practices, and more with other organizations also interested in Wealth Screening.

We'll also be using this forum to keep you up to date on the latest offerings, best practices, integration hotfixes, and upcoming road map items. I look forward to seeing all the insights we can share, and welcome feedback on how to improve the connections and communications around our ecosystem partners and offerings.

Cheers,

Heather
Product Owner, Integrations

P.S. For a list of our current ecosystem partners in this space, please visit this link.