--- title: Wealth Screening and Dataro description: Combine wealth insights with Dataro's predictive rankings for smarter portfolio management. --- [Skip to content](https://support.dataro.io/knowledge/wealth-screening-and-dataro#main-content) English Show submenu for translations [Log a ticket](https://support.dataro.io/knowledge/kb-tickets/new?hsLang=en) ![Dataro Logo Small.png\]](https://support.dataro.io/hs-fs/hubfs/Dataro%20Logo%20Small.png?height=40&name=Dataro%20Logo%20Small.png) Open main navigation Close main navigation - English Show submenu for translations - [Log a ticket](https://support.dataro.io/knowledge/kb-tickets/new) - Login to Dataro Login to Dataro Search the Knowledge Base - There are no suggestions because the search field is empty. 1. [Dataro Help Centre](https://support.dataro.io/knowledge?hsLang=en) 2. [Playbooks](https://support.dataro.io/knowledge/playbooks?hsLang=en) 3. [Major Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#major-giving-hq) # Wealth Screening and Dataro ## Combine wealth insights with Dataro's predictive rankings for smarter portfolio management. Whether you're using [ProspectAI](https://support.dataro.io/knowledge/prospectai-overview?hsLang=en) or another wealth screening tool, donor capacity insights become far more powerful when paired with Dataro's predictive modeling. Wealth screening alone can tell you *how much* a donor might be able to give. Dataro tells you *how likely* they are to give to *your* organization in the near future. Capacity doesn't always mean generosity or alignment with your mission. ### Smarter Prioritization with the Capacity vs. Likelihood Matrix When you combine wealth insights with Dataro’s major donor rankings, you can strategically map and prioritize your donors by comparing their capacity and their likelihood to give. Here’s how to interpret that matrix: **High Capacity, High Likelihood to Give ** *Your major giving sweet spot.* Prioritize personalized outreach, cultivation, and stewardship. These are your best prospects for transformational gifts. **Low Capacity, High Likelihood to Give** *Reading and willing, but with smaller budgets.* Consider for mid-level or recurring giving, or nurture over time for future major or planned giving.  **High Capacity, Low Likelihood to Give** *Potential, but currently disengaged.* Use light-touch cultivation to build connection (event invites, impact updates). Keep warm, but don't over-invest until their likelihood improves. **Low Capacity, Low Likelihood to Give** *Limited ability and interest—Not a priority.* Exclude from major donor outreach for now. Engage through automated campaigns or general appeals if appropriate. ### How to prioritize your list 1. Complete your wealth screening. 2. Upload a list of the relevant contact IDs into Dataro as a new saved audience. ([How to upload a Saved Audience from an external platform.](https://support.dataro.io/knowledge/saving-audiences-and-using-saved-audiences?hsLang=en)) 3. Open the new audience in Dataro's Audience Builder and add the column "major donor rank." 4. Sort the list by major donor rank (lowest to highest) to identify the donors most likely to give. *(Remember, rank #1 is the most likely!)* 5. Exploring top prospects in [ProspectAI](https://support.dataro.io/knowledge/prospectai-overview?hsLang=en) to gather biographical and philanthropic insights that can guide your personalized outreach. Combining capacity data with predictive likelihood allows you to work smarter—not harder—when managing major gift portfolios. Focus your energy where it’s most likely to pay off. - [Dataro 3.0](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#main-content) - [Getting Started](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#getting-started) - [Audiences](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#audiences) - [Insights](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#insights) - [ProspectAI](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#prospectai) - [Playbooks](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#playbooks) - [Audience Builder](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#audience-builder) - [Introduction to Dataro](https://support.dataro.io/knowledge/introduction-to-dataro?hsLang=en#main-content) - [Overview](https://support.dataro.io/knowledge/introduction-to-dataro?hsLang=en#overview) - [Onboarding](https://support.dataro.io/knowledge/introduction-to-dataro?hsLang=en#onboarding) - [Audience Building](https://support.dataro.io/knowledge/audience-building?hsLang=en#main-content) - [Individual Donor View](https://support.dataro.io/knowledge/audience-building?hsLang=en#individual-donor-view) - [Building Audiences](https://support.dataro.io/knowledge/audience-building?hsLang=en#building-audiences) - [Using Audiences](https://support.dataro.io/knowledge/audience-building?hsLang=en#using-audiences) - [Reporting](https://support.dataro.io/knowledge/reporting?hsLang=en#main-content) - [Campaign Insights](https://support.dataro.io/knowledge/reporting?hsLang=en#campaign-insights) - [Fundraising Insights](https://support.dataro.io/knowledge/reporting?hsLang=en#fundraising-insights) - [Reports & Dashboards](https://support.dataro.io/knowledge/reporting?hsLang=en#reports-dashboards) - [Reporting FAQ](https://support.dataro.io/knowledge/reporting?hsLang=en#reporting-faq) - [Predictions](https://support.dataro.io/knowledge/predictions?hsLang=en#main-content) - [What models are available?](https://support.dataro.io/knowledge/predictions?hsLang=en#what-models-are-available) - [Model Features & FAQ](https://support.dataro.io/knowledge/predictions?hsLang=en#model-features-faq) - [Model Performance](https://support.dataro.io/knowledge/predictions?hsLang=en#model-performance) - [ProspectAI](https://support.dataro.io/knowledge/prospectai?hsLang=en) - [Playbooks](https://support.dataro.io/knowledge/playbooks?hsLang=en#main-content) - [Appeals HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#appeals-hq) - [Recurring Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#recurring-giving-hq) - [Mid-Level Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#mid-level-giving-hq) - [Major Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#major-giving-hq) - [Legacy Giving HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#legacy-giving-hq) - [Digital Marketing HQ](https://support.dataro.io/knowledge/playbooks?hsLang=en#digital-marketing-hq) - [Connections & Data](https://support.dataro.io/knowledge/connections-data?hsLang=en#main-content) - [Data Hub](https://support.dataro.io/knowledge/connections-data?hsLang=en#data-hub) - [Data FAQ](https://support.dataro.io/knowledge/connections-data?hsLang=en#data-faq) - [Salesforce](https://support.dataro.io/knowledge/connections-data?hsLang=en#salesforce) - [Blackbaud Raiser's Edge NXT](https://support.dataro.io/knowledge/connections-data?hsLang=en#blackbaud-raisers-edge-nxt) - [Blackbaud CRM](https://support.dataro.io/knowledge/connections-data?hsLang=en#blackbaud-crm) - [Blackbaud RE7](https://support.dataro.io/knowledge/connections-data?hsLang=en#blackbaud-re7) - [Microsoft Dynamics](https://support.dataro.io/knowledge/connections-data?hsLang=en#microsoft-dynamics) - [Donorfy](https://support.dataro.io/knowledge/connections-data?hsLang=en#donorfy) - [ThankQ CRM](https://support.dataro.io/knowledge/connections-data?hsLang=en#thankq-crm) - [Dataro Agent](https://support.dataro.io/knowledge/connections-data?hsLang=en#dataro-agent) - [Other integrations](https://support.dataro.io/knowledge/connections-data?hsLang=en#other-integrations) - [Salesforce ECA](https://support.dataro.io/knowledge/connections-data?hsLang=en#salesforce-eca) - [Content Creation](https://support.dataro.io/knowledge/content-creation?hsLang=en#main-content) - [AI Assist](https://support.dataro.io/knowledge/content-creation?hsLang=en#ai-assist) - [Accounts and Settings](https://support.dataro.io/knowledge/accounts-and-settings?hsLang=en) - [Security & Privacy](https://support.dataro.io/knowledge/security-privacy?hsLang=en) [![Chill listening crop-3](https://support.dataro.io/hs-fs/hubfs/Dataro_logo_black-1-1024x256.png?width=96&height=24&name=Dataro_logo_black-1-1024x256.png "Chill listening crop-3")](https://dataro.io) Copyright © 2026, Dataro