EverTrue has expanded Signal's wealth enrichment filters with new and updated options powered by DonorSearch data. You can now search and segment your full constituent database using capacity ratings, giving history, financial signals, and predictive scores all within Signal.

Who has access

Your access to the new filters depends on your EverTrue plan. The table below shows what each plan includes.

New filters

Eight new filters are now available in the Wealth Enrichment section of the filter picker. New filters are marked with a New badge. Filters are listed alphabetically within the Wealth Enrichment group.

 

 

Capacity ratings

• Capacity Based on Giving — Rates a constituent's giving capacity based on their charitable giving history. Displayed as a letter grade (A–F).
• Capacity Based on Wealth — Rates a constituent's giving capacity based on their overall financial picture. Displayed as a letter grade (A–F).
• DonorSearch Rating — DonorSearch's overall philanthropic rating for a constituent, combining wealth and giving indicators into a single score.

Financial signals

• Net Worth — Filters constituents by estimated net worth range. Operators include is greater than, is less than, and is between.

Note: Net Worth was an existing filter. New operators have been added in this release. See the updated filters section below.

• Estimated Real Estate Value — Filters by the estimated value of a constituent's real estate holdings.
• SEC Holdings — Filters by a constituent's publicly reported securities holdings.

Giving history

• Charitable Giving — Filters by a constituent's recorded charitable giving activity across organizations.
• Political Giving — Filters by a constituent's recorded political contributions.

Predictive scores

• Predictive Giving Score — Available to Signal + DonorSearch customers only. Surfaces the highest available predictive-giving score for each constituent, drawn from DonorSearch AI, Enhanced Core, or Most Likely to Respond (MLR) data.

Updated filters

Four existing filters have been updated in this release. Updated filters are marked with an Updated badge in the filter picker.

•  Net Worth — Previously available with limited operators. Now includes is greater than, is less than, and is between. 

• Interests — Previously labeled Philanthropic Interests. Renamed to align with the updated terminology. 

• Leadership and Involvement Indicators — Previously labeled Wealth Indicators. Renamed to better reflect the underlying data. 

• Wealth Life, Events - four new operators added 

New constituent table columns

Eight new columns are now available in the constituent table. One existing column has been renamed. To add a new column, select Columns from the constituent table view and choose from the list.

 

New columns available:

• Capacity Based on Giving

• Capacity Based on Wealth

• Charitable Giving

• DonorSearch Rating

• Estimated Real Estate Value

• Political Giving

• Predictive Giving Score (Signal + DonorSearch only)

• SEC Holdings

Renamed column: Leadership and Involvement Indicators previously labeled Wealth Indicators.

Current limitations

The following features are not yet available and will be addressed in a future release.

• Mobile app — The new and updated filters are not available in the EverTrue mobile app at this time.

• Exports — The new wealth enrichment fields are not included in constituent exports at this time. Export updates will be handled in a separate release.

For any other questions, reach out to EverTrue Support at genius@evertrue.com.