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ProspectView®: AskAnalyzer
AskAnalyzer draws on industry research and IRS statistics regarding the relationships between assets, real
estate, and estimated income. It also understands how to incorporate markers of philanthropy other than
wealth.
Profiles are stored online and can be downloaded by the client on demand.
AskAnalyzer draws on industry research and IRS statistics regarding the relationships between assets, real
estate, and estimated income. It also understands how to incorporate markers of philanthropy other than
wealth.
Profiles are stored online and can be downloaded by the client on demand.
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What types of gift formulas are included in AskAnalyzer?
How should I use AskAnalyzer?
Why should I use AskAnalyzer?
- Private company ownership/earnings and revenue
- Venture capitalist/private equity
- Real estate
- Public company insider
- Private foundation
- Liquid asset
- Past estimated net worth
- Liabilities/mortgage
- Salary
- IRS demographic salary data
- Giving history internal/external
How should I use AskAnalyzer?
- To develop a new estimated gift capacity rating after I have already researched the prospect
or donor completely - To obtain a sense of gift capacity when I have some data available or have completed some
research - To develop a more accurate gift capacity rating after a wealth screening rating has been
assigned by a screening service and I have confirmed information delivered - To confirm an estimated gift capacity rating I have developed myself
- To confirm an amount I suspect a prospect or donor can give
- To segment and initial group of prospects about whom I have limited information
Why should I use AskAnalyzer?
- To provide a consistent approach to capacity analysis
- Real-time capacity and analysis delivered right through the web
- Allows user input of data for more accurate results
- The only gift capacity tool with inclination and likelihood of additional assets sliders to help
determine ask range - Has more inputs/criteria than any other gift range tool
- Formulas reflect latest giving trends and study data
- Makes gift capacity calculation easy!