Vega has created a Donor Propensity preset query that can be used to evaluate your contacts for bequest targetting.
The query is based on a set of metrics as detailed below and the contacts ordered by the top scoring. All contacts included in the results will need to be active, OK to contact, and have the Individual contact type.
|5+ Gifts||The contact has made 5 or more successful payments||10|
|10+ Gifts||The contact has made 10 or more successful payments||20|
|Gift 5+ Years Ago||The contact has made a successful payment 5 years ago or more||10|
|Gift 10+ Years Ago||The contact has made a successful payment 10 years ago or more||20|
|Gift in the last 12 months||The contact has made a successful payment within the last 12 months||10|
|Has made a single gift of $250 - $999||The contact has made a successful payment with an amount between $250 and $999||10|
|Has made a single gift of $1000+||The contact has made a successful payment with an amount of $1000 or more||20|
|Age 45+||The contact has a birthdate which shows an age of 45 or more||10|
|Age 65+||The contact has a birthdate which shows an age of 65 or more||10|
|Non Financial Response||The contact has a note recorded, this typically shows some engagement from the contact||20|
|Informed Address Change||The contact has previous address history, showing that this has been updated at some point||10|