Prospect Wealth Screening Synthesizer
Synthesize prospect financial data into evidence-based wealth capacity assessments
What You Can Do
You consolidate fragmented prospect information from multiple sources—real estate records, SEC filings, business ownership, philanthropic history, and media mentions—into a single evidence-based wealth capacity assessment. The skill applies a standardized methodology that categorizes data by source reliability, identifies converging wealth indicators, flags critical gaps, and generates a defensible net-worth range with confidence levels and giving-capacity projections. This eliminates manual synthesis work and produces professional reports that fundraising teams can act on immediately.
Features
ingests real estate, business filings, SEC disclosures, nonprofit board records, and media mentions into a unified assessment framework
ranks data sources by credibility and identifies which indicators converge to strengthen conclusions
applies consistent, defensible wealth-determination criteria across all prospect screenings
generates evidence-backed wealth ranges with explicit confidence levels tied to data quality
translates assessed net worth into actionable donor-level classifications and philanthropic potential
flags missing information that undermines conclusions and recommends targeted research priorities
screens multiple prospects using consistent methodology for portfolio-wide capacity standardization
produces documented assessments with source attribution and reasoning suitable for leadership review and compliance
Example Output
Input: Raw prospect data including: property records showing $2.1M real estate portfolio, SEC Form 4 filings indicating 50,000 shares in private equity firm, nonprofit board service at peer institution, recent $250K gift documented in donor database, and zero mention in major media.
Output:
PROSPECT WEALTH CAPACITY ASSESSMENT
Prospect: [Name]
Assessment Date: [Date]
ESTIMATED NET WORTH RANGE: $4.2M – $5.8M
Confidence Level: High (75%)
WEALTH INDICATORS SUPPORTING ASSESSMENT:
✓ Real Estate Holdings: ~$2.1M (public records, high reliability)
✓ Equity Holdings: ~$1.8M–$2.4M (SEC Form 4, high reliability)
✓ Demonstrated Giving Capacity: $250K gift documented (strong indicator)
✓ Institutional Alignment: Board service at peer organization (engagement signal)
CRITICAL DATA GAPS:
⚠ Business ownership structure unclear—recommend corporate filings review
⚠ Spousal assets not assessed—recommend separate analysis
⚠ Liquid asset position unknown—recommend financial publication search
RECOMMENDED GIVING CAPACITY TIER: Major Donor ($50K–$250K annual gift range)
Confidence: High | Next Action: Engagement qualification call
What's Included
- SKILL.md instruction file with methodology and use-case framework:
- Wealth Assessment Template: standardized form for consolidating multi-source prospect data
- Evidence Reliability Matrix: source credibility ranking system (public records, SEC filings, media, philanthropic databases)
- Capacity Determination Framework: step-by-step methodology for translating indicators into net-worth ranges and giving tiers
- Sample Screening Report: completed assessment demonstrating professional formatting and reasoning structure
Who It's For
- Prospect Researchers — consolidate fragmented data into defensible capacity assessments and reduce manual synthesis time
- Development Directors & Major Gifts Officers — evaluate donor capacity quickly and justify asks to leadership
- Nonprofit Research Teams — batch-process prospect portfolios with consistent methodology across screening cycles
- Institutional Advancement Staff — build institutional knowledge and compliance-ready documentation for capacity determinations
- Fundraising Leadership — standardize wealth-screening practices across departments and validate prospect-ranking decisions
Best For
- Prospect capacity screening — synthesizing multi-source data into single, defensible assessments
- Portfolio re-evaluation — reassessing prospects after trigger events (inheritance, business acquisition, major peer gifts)
- Batch prospect research — standardized screening of 10–100+ prospects with consistent methodology
- Capacity justification — documenting reasoning for major-gift asks and institutional reviews
- Data-gap identification — prioritizing research efforts and recommending next-step investigations
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