Joslyn Creative exports and format files for optimal screening results, conducts an analysis of findings relative to fundraising strategy, and re-imports ratings for future deployment. The analysis is delivered as a PowerPoint presentation and PDF, and screening results are delivered as an excel file as well as re-imported into client software.

Package fee $2,500

Package does not include screening fees which vary by provider. Joslyn Creative can advise on the best wealth screening product based on your organization’s specific needs.

View a sample Sample WealthPLUS Presentation of Findings