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
You might also like
You can conduct rigorous wealth screening for high-net-worth prospects by consolidating public records, business interests, real estate holdings, and philanthropic history into structured capacity evaluations. This skill helps you identify genuine wealth signals, quantify realistic giving ranges, and flag wealth deterioration or opportunity indicators—enabling major gift officers to prioritize prospects strategically and approach solicitations with confidence.
Systematically analyze tariff schedules, non-tariff barriers, and trade agreement provisions to unlock market access opportunities and manage trade constraints. You'll map regulatory requirements, calculate duty impacts, and identify the most efficient market entry strategies for your product lines. This skill helps you navigate complex global trade rules and competitive landscapes with precision.
You can analyze trade agreements and policies to identify stakeholder impacts, assess economic consequences, and generate evidence-based strategic briefs for negotiators and advocacy teams. The skill breaks down complex trade provisions, compares policies against precedents, and surfaces risks and opportunities in treaty language.
This skill transforms complex geopolitical data into actionable intelligence briefings tailored to your organization's needs. You'll assess political stability for specific countries or regions, identify influential stakeholders and their positions, and receive early warnings on policy shifts that could impact your operations or investments.
This skill generates comprehensive, personalized stewardship plans that increase donor retention by strategically sequencing touchpoints across 12+ months. You input donor data (giving history, interests, capacity) and organizational capacity constraints, and receive detailed engagement calendars with specific activities, timing, channels, and success metrics. The plans account for behavioral psychology and stewardship best practices to upgrade gift frequency and value while maintaining realistic organizational workload.
This skill accelerates annual fund development by generating personalized donor appeals, multi-touch campaign sequences, and giving strategies tailored to individual donor profiles. You input donor data (giving history, interests, capacity), and Claude produces compelling, authentic asks that increase response rates while reducing research time. Scale personalized fundraising across hundreds of donors without manual customization for each one.
Identify high-potential export markets for your products, analyze competitive landscapes, and develop actionable export strategies tailored to your business. This skill evaluates market demand, regulatory requirements, logistics costs, and buyer preferences to help you prioritize markets and create go-to-market plans that minimize risk and accelerate international growth.
You can generate data-driven, personalized planned giving proposals that match donor intent, financial capacity, and tax circumstances to appropriate charitable vehicles like bequests, trusts, and gift annuities. This skill transforms donor conversations from transactional asks into strategic legacy partnerships by combining prospect intelligence, gift structure analysis, and compelling stewardship narratives tailored to each donor's unique situation and values.