ACRONYMS
BUNDLES AND OFFERS
SKUS
HIGH TOUCH
SMEs
100
MGL
What is Major Gift Likelihood
100
Includes 5k wealth screens, ½ day consulting, RP Essentials
What is Advance Wealth INSIGHTS
100
TAADVWEALTHASBUN
What is Advanced Wealth Analytics Bundle
100
High Touch strategy is like a three legged stool that includes Wealth, Expertise and xxxx.
What is Predictive Modeling?
100
Who is Adriene Chisholm
200
TGR
What is Target Gift Range
200
Includes 5k wealth screens, ½ day consulting, MGL, PGL, TGR custom models
What is Advanced Wealth ANALYTICS
200
TANXTADDONSTRT
What is NXT Add On Starter
200
Wealth prediction include three components: Capacity, Giving History and XX.
What is Affluence?
200
Who is Thom Morris?
300
AGL
What is Annual Gift Likelihood?
300
Verticals that can sell NXT Add ons.
What are Healthcare and High Ed
300
TAGPSSUBBUN
What is Grateful Patient bundle
300
Tool to assess your fundraising potential.
What is Fundraising Scorecard?
300
Who is Neil Harkins
400
CRTL
What is Charitable Remainder Trust Likelihood
400
Net Worth, Predicted Income, NOZA giving history, Larkspur indicator, WealthPoint rating, Philanthropic Insights Score, RP Essentials, 30 hours consulting
What is Grateful Patient
400
TARENXTPPXMSUB
What is Prospect Point sub?
400
Groups my donors and prospects by lifestyle segments
What is Affluence personaes?
400
Who is Lawrence Henze?
500
COD Box
What is Consultant on Duty email box?
500
A ProspectPoint model designed to segment potential principal giving donors based on their capacity and likelihood to give.
What is Principal Giving model?
500
TAWEALTHSUB
What is Affluence Insights?
500
Tool that shows what prospects have capacity and allows users to see where a prospects capacity comes from
What is Research Point
500
Who is Sir Isaac Newton