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Understanding Match Quality Ratings

Each data point, and the overall Gift Capacity Rating for each prospect, has an assigned Match Quality Rating, which represents the match quality of the underlying asset data. 

You can use Match Quality Ratings to take control of the prospect screening process. If you decide to use the most accurate data, you may miss some data points or exclude some prospects from your pool of likely donors, but you will be able to act quickly and with confidence on the results of the prospect search. In contrast, if you decide to use less accurate data, you can potentially gather more comprehensive information and identify additional prospects, but it will take more time to verify the data, and may require external research.

The Match Quality Rating is based on a point system, which depends on the amount of information available for a given individual. There are four Match Quality levels, indicating GG+A’s level of confidence that a specific data element belongs to the prospect that you are tracking in your database:

  • Exact (use the data immediately with confidence)
  • Near (may include information about a spouse)
  • Possible (likely, but may require additional verification)
  • Simple (matches only the first/last name and state—additional verification needed)

Here is an example of data matched at various levels:

Match Quality

The recommended starting point is a Match Quality setting of Near, which will return all Exact and Near matches. This setting includes household matches, but requires minimal follow-up research.

Demographic Data Append

The Demographic Data Append feature is available as a separate option if your DonorScape® services include only Wealth Screening; the feature is automatically included as part of Predictive Modeling services.

DonorScape® activates the Demographic Data Append function when a search fails to return any real estate or income data for a prospect. To collect additional information, DonorScape® pulls information for that prospect’s household from Acxiom (a provider of comprehensive household-level demographic and consumer information). Acxiom data is always calculated as an Exact match in the wealth screening process.

Users Guide

Download the Users Guide (pdf)   

Questions? Need support?

Call 866.378.8540 or email support@donorscape.com

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