Assay™: Discover Your Most Likely Donors — Faster.
Achieve Your Goals
What if you could instantly know which prospects are most likely to give—and how to prioritize them?
That’s exactly what Assay™ delivers.
Inspired by the work of historical “assayers”—experts who assessed the value of precious metals—Assay™ helps you uncover the hidden value in your donor file. But instead of gold, we’re helping you find something even more valuable: meaningful philanthropic relationships.
Learn exactly how we support fundraising with our complete walk through video.
What Assay Does
The Geis Group is the exclusive licensee of the Assay fundraising tool. It collects, analyzes, and scores patterns of donor prospect data to discover potential donors who are most likely to contribute to your organization. The results help you make informed, data-driven decisions to acquire major gifts faster.
How Assay Works
Assay’s algorithm evaluates and weighs Key Performance Indicators (KPIs) that, from our experience, deliver the best prospects. Assay provides a propensity score, which helps you target the right donors and select appropriate tactics for donor development.
Learn exactly how we support fundraising with our complete walk through video.
Identify
Assay identifies donor characteristics that reveal strong giving tendencies.
Unite
Assay unites these characteristics with wealth information.
Score
Assay scores each prospect and identifies your best ones.
Why Fundraisers Choose Assay™
Customized Scoring, Built Just For You
Assay doesn’t use a one-size-fits-all formula. We build a customized scoring system that reflects your organization’s unique connection points—past giving, volunteering, event attendance, board involvement, and more.
A Clear, Actionable Prospect Map
Every individual is categorized into A, B, C, or D levels—based on both affinity and capacity. That means you’ll know exactly who to focus on now, and who to nurture for future impact.
Surprising Discoveries (in a Good Way)
Assay reveals “diamonds in the rough”—people who might be overlooked in traditional screening but, through deeper analysis, emerge as high-potential future donors.
No More Data Diving
We seamlessly overlay wealth indicators with our affinity scores to deliver concise, insight-rich profiles for every prospect. With one click, your team sees what matters—no spreadsheets or digging required.
Take Your Fundraising Further, Faster
When you use Assay, you:
- Increase revenue
- Increase gift officer efficiency
- Achieve and meet fundraising goals.
- Strengthen program performance.
- Reduce acquisition costs

Welcome to Assay
Meet Michael Geis the founder of Geis Group as he introduces you to their proprietary product Assay and its mission.
How and Why It Works
Assay takes a deeper look at your potential donors and relationships to maximize giving.
Old Way Vs New Way
Often we focus too much on the numbers and not on the individual in front of us. Assay helps your team at a quick glance identify the best places to spend their time.
Wealth Intelligence / Results
There are a lot of factors that come into play in order to identify a donor’s ability and motivation for a major gift. Assay takes all these factors from wealth, affinity and intelligence to identify and score your database to maximize your teams time and efforts.
What does all this look like?
What does all this look like? Here we show you what Assay’s system looks like and how it is used.
Ready to meet your fundraising goals?
Request your consultation today to start moving toward your goals!