Wealth Screening and Predictive Modeling Software

The vendor is required to provide a company to wealth screen and, using integrative predictive modeling, systematically rank prospects and/or existing donors for prioritization of prospects to build a pipeline of suitable philanthropic prospects.
- Provide medical treatment to improve the foundations of community health and well-being: affordable housing, a cleaner environment, economic opportunity and access to fresh food, convenient transportation, legal help and other services.
- Application must provide the following:
• Ability to receive periodic (as often as weekly) downloads of patient data directly
• HIPAA compliance
• Unlimited screening of constituent and non-constituent records, in bulk and individually
• Secure web interface
• Query function to identify contact information including email and phone numbers and to isolate segments of prospects based on capacity and/or inclination
• Output including inclination to give and capacity to give as well as mailing address, email, and phone
• Customized AI predictive modeling to identify and prioritize prospects/donors most likely to give/give again
• Personal training and onboarding timeline
• At least 5 user logins.
- Contract Period/Term: 3 years
- Questions/Inquires Deadline: May 8, 2025