Wealth Insights

Why Wealth Screening Matters

Not every giver looks the same— and your strategy shouldn’t either.

Get StartedLearn How it Works

See the Full Picture of Your Givers

Whether you're launching a campaign, building a culture of generosity, or planning your next ministry initiative, Wealth Screening gives you the clarity to move forward with confidence.

Identify high-capacity givers who may be under-engaged
Understand giving potential across your congregation
Tailor discipleship and generosity pathways by segment
Strengthen campaigns, capital initiatives, and long-term vision funding
How it works

Simple. Strategic. Seamless.

From selecting your givers to taking meaningful action, here’s how Wealth Screening works.
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1
Select Your Givers
Choose the households you want to screen—or let us help you segment based on giving patterns.
01
2
Run the Screening
We securely match your data with public financial insights to build a comprehensive profile.
02
3
Access Actionable Reports
View results directly in your MortarStone dashboard, including:
  • Wealth score
  • Estimated income
  • Net worth
  • Liquid assets
  • 15+ key financial indicators
03
4
Take Action
Use these insights to guide meaningful conversations, strengthen relationships, and invite people into greater generosity.
04

Fill in the Gaps with Appended Data

Go beyond financial insights with enriched demographic data. We’ll help complete your records with:
Age (month/year of birth)
Updated addresses
Email addresses
Phone numbers
No more incomplete profiles—just a clearer, fuller picture of your congregation.

Get Started Today

Already using MortarStone?
Log in and access Giver Screening—you’ll receive 25 free screenings to get started. Need more? Purchase additional credits instantly.
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New to MortarStone?
We’ll help you get set up and securely connect your data so you can start screening right away. Fill out this form to get started.