Prospect23_Wealth Screening Overview

How does the Prospect 23 wealth screening process assist major-gift fundraising efforts?

[object Object],[object Object],Dale House, Oak Tree Road, Co. Meath Maurice Carroll Perrymount Lodge, Grange, Co. Westmeath Marian Foley Fanore Road, Rose Green, Co. Tipperary Declan Desmond 12, Brighton Road, Blackrock, Co. Dublin William English 10, Avalon, Brighton Road, Foxrock, Co. Dublin Dermot O’ Sullivan Address Name

[object Object],Live directorship data from the CRO 70 ,[object Object],[object Object],[object Object],[object Object],[object Object],Major I Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a 5 year period. Director, Pfizer International Bank Europe 2 Directorship Matches 215788 Cit Group Finance (Ireland) Normal 176132 Pfizer International Bank Europe Normal Xxxxxxxxx, Xxxxxx, Xxxxx, Co. Meath Maurice Carroll ABC 1234 Age Notes Category Professional Details Address Name id

[object Object],Categorisation by wealth and gift-giving potential – based on available information 70 ,[object Object],[object Object],[object Object],[object Object],[object Object],Major I Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a 5 year period. Director, Pfizer International Bank Europe 2 Directorship Matches 215788 Cit Group Finance (Ireland) Normal 176132 Pfizer International Bank Europe Normal Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Meath Maurice Carroll ABC 1234 Age Notes Category Professional Details Address Name id

[object Object],Notes on each prospect to inform fundraising decision-making 70 ,[object Object],[object Object],[object Object],[object Object],[object Object],Major I Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a 5 year period. Director, Pfizer International Bank Europe 2 Directorship Matches 215788 Cit Group Finance (Ireland) Normal 176132 Pfizer International Bank Europe Normal Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Tipperary Maurice Carroll ABC 1234 Age Notes Category Professional Details Address Name id

[object Object],Age information 70 ,[object Object],[object Object],[object Object],[object Object],[object Object],Major I Indication of net worth > €12.5m and a total philanthropic potential of € 250k over a 5 year period. Director, Pfizer International Bank Europe 2 Directorship Matches 215788 Cit Group Finance (Ireland) Normal 176132 Pfizer International Bank Europe Normal Xxxxxxxxx, Xxxxxxx, Xxxxxx, Co. Tipperary Maurice Carroll ABC 1234 Age Notes Category Professional Details Address Name id

[object Object],5,250 Total Fundraising Potential at 25% ask-success rate (€000) 0 0 8023 0 Not Matched “Inconclusive” 0 0 1360 0 Matched “Insufficient Indication of Capacity” Inconclusive Inconclusive 56 Inconclusive Inconclusive “Not Excluded” 900 3,600 360 10 Advanced II 1,500 6,000 120 50 Advanced I 1,600 6,400 64 100 Major II 1,000 4,000 16 250 Major I 250 1,000 1 1,000 Leadership Value at 25% ask-success rate (€000) Maximum Potential Value (€000) Prospects Gift Amount (€000) Category 617 (6.17%) Number of Qualified Prospects 10,000 Number of Records Analysed

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Prospect23_Wealth Screening Overview

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