Know Your Donors. Grow Your Planned Giving Revenue.
Insights from the Sharpe KnowledgeBase®
show donors give based on age, wealth and life stage.
Sharpe Data helps you understand who your donors are, their motivations and how best to reach them, which makes your major and planned giving efforts more effective and efficient.
Better Communication Starts With Better Data
Sharpe Data helps you tailor outreach based on when, where and how donors engage. The first step is the Deceased Donor Update.
Sharpe Group’s Deceased Donor Update helps you:
- Reduce printing and mailing expenses.
- Avoid insensitive or misdirected communications.
- Identify opportunities to reach out appropriately to family members.
- Follow up with executors when donors have included your organization in their estate plans.
Once the deceased update is complete, we can then append missing information from thousands of demographics.
Sharpe’s “Know Your Donors” package appends age, wealth, income, gender, marital status and market value of primary residence.
Make your new data work for you with Sharpe’s Gift Planning Matrix. We will provide a customized plan of action for marketing and relationship building by segmenting your data by age and wealth. We can also help you identify what gift types would be best to communicate with each group.
Sharpe Data Update for Generational Fundraising vs. Wealth Screening
Generational fundraising and wealth screening are tools used by nonprofits to optimize their fundraising efforts, focusing on different aspects of understanding and engaging donors.
Wealth screening helps you find the “who” (who can give), and generational fundraising helps you with the “how” (how to best cultivate them based on their generational profile).
Designed for Nonprofits of Any Size
Whether you’re just getting started or managing a mature planned giving program, Sharpe Data gives you the clarity to prioritize, personalize and grow your prospect list.