View a constituent’s generosity score for to quickly understand their potential giving. This score appears on constituent profiles in Bloomerang CRM.
The generosity score is available to all Bloomerang CRM customers at no cost.
How It Works
The generosity score is a color-coded temperature meter with one of these scores: On Fire, Hot, Warm, Cool, Cold. If the constituent hasn’t been screened, Not Scanned appears instead of a score. The generosity score appears for individual constituents, but not organizations.
To calculate this score, Bloomerang CRM partners with DonorSearch. DonorSearch is a wealth prospecting tool that gathers public wealth information for individuals, such as wealth markers, real estate holdings, and philanthropic history. Bloomerang CRM calculates the generosity score based only on the DonorSearch (DS) rating for a constituent.
To be screened by DonorSearch, your constituents must have a first name, last name, and a U.S. address in Bloomerang CRM that match a public record found by DonorSearch.
This table shows how the generosity score in Bloomerang CRM corresponds to the DonorSearch (DS) rating.
Bloomerang CRM Generosity Score | DonorSearch (DS) Rating | DonorSearch Rating Description |
On Fire | DS1-1 | High-quality match as a donor giving a single gift of $5,000 or more to a nonprofit or political organization found in the DonorSearch charitable giving database. |
Hot | DS1-2 | High-quality match to one more exceptional markers of wealth including real estate holdings of $2 million or more, business executives at firms with revenues of $5 million or more, a foundation trustee, SEC insider, and/or cumulative federal political giving of $10,000 or more. |
Warm | DS1-3 | High-quality match to one more lower, but notable, markers of wealth, including real estate holdings of $1 to $2 million, business executives at firms with revenues of $1 to $5 million, and/or cumulative federal political giving of $5,000 to $10,000. |
Cool | DS1-4, DS1-5 |
|
Cold | DS2, DS3 |
Note: If the name or address is inaccurate, the rating is automatically DS3. |
View a Constituent’s Generosity Score
To view a constituent’s generosity score:
On the Summary tab, find the Generosity tile. This tile includes a color-coded temperature meter and the generosity score.
(Optional) For more information about this constituent, do one of the following:
If you ordered a DonorSearch Batch Screen, click View Generosity Details to view wealth markers imported from DonorSearch.
If you purchased DonorSearch ProspectView, click View in DonorSearch to open that constituent’s profile on the DonorSearch website..
Data Updates
Generosity scores update on this schedule:
New constituents: Within 24 hours
Existing constituents: Every six months
Generosity scores always continue to update, even if you don't have a DonorSearch subscription, or you have a DonorSearch subscription that lapsed.
Report on the Generosity Score
To report on the generosity score:
Add the Generosity filter.
In the Generosity filter, select one or more generosity scores.
Click OK.
To add a Generosity column to your report, click Add Column.
In the Search for Fields text box, enter and select Generosity.
Click OK.