iFindWealth Module

iFindWealth Importer/Exporter The first component is a standalone .NET application that uses the .NET iMIS Business Objects. It automates the process of importing and exporting iMIS records to a third-party service bureau. At the completion of the process, a custom demographic window will be populated and will include a number of demographics about the individual from wealth, business, and philanthropic databases. The service bureau applies statistical models to calculate ratings and scoring by passing the records through multiple data sources. The results can include information such as the following: • Composite WE Giving Capacity rating that looks at assets, income, and political giving. • Composite inclination rating that looks at the relative number of gifts the individual has made to the client nonprofit (if available), the number of FEC gifts, and the number of charitable donations identified for other nonprofits. • Relative rating 1-100, calculated for all the records submitted in the batch. Donors who have a largest gift amount are compared and assigned a percentile ranking. The iMIS customer can then run reports based on these demographics to determine which members are more likely to give a donation to their organization. iFindWealth Viewer The second component is an extender application that allows real time lookup of an individual’s information through an Xtender window. If the member is available in the Wealth database then you will see a base set of demographics about that person in the window. As is the case with Xtender windows as you change the record in iMIS the extender window will also change and a new lookup will be automatically performed. System Requirements • The iFindWealth Importer/Exporter includes an installer. It requires the Customer .NET iMIS Business Object and the .NET 2.0 framework. • The iFindWealth Viewer extender application requires the iMIS Xtender license.