"Very helpful to maintain fresh data, provide new prospects and keep us on track. We take the screened data and prioritize the list by giving capacity, starting from the $1M level down to $100,000, briefly scanning the bottom of the list for anyone we know to have a higher capacity. Once we have segmented the list, we look at key features including the P2G (Propensity to Give) score, stock holdings and quality of match data. We overlay inclination ratings and deem those with a capacity over $500,000 as our ‘hot list’.”