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Contact Point Screening

Ensure delivery
before you hit send.

Email Validation Phone Validation NCOA Wealth Screening
What We Check

Emails, phones, and addresses — all covered.

Tess Buddy checks each type of contact point separately so every result is accurate and actionable.

📧

Email Screening

Checks whether an email address is real, formatted correctly, and actually deliverable. Catches typos, dormant accounts, and addresses that will never land.

☎️

Phone Screening

Checks whether a phone number exists, is active, and is formatted correctly. Invalid or unreachable numbers are marked inactive in Tessitura.

📬

Address Screening

Checks whether mail can actually be delivered. Catches misspellings, wrong zip codes, and addresses that don't exist — corrected and saved back to Tessitura.

Wealth Screening
Coming Soon

Know who your major donors are before you ask.

Tess Buddy pre-fills each patron's name, address, and email straight from Tessitura and runs a full wealth screen — net worth, giving history, life events, and more. Run a single patron in seconds or screen an entire list at once.

🔔 This feature is in development.
Wealth Screening
Single Patron From a List
Patron Info
From Tessitura
First Name
Last Name
Email
Address
Results
Net Worth
$1M – $5M
Philanthropic Profile
Philanthropic Giver✓ Yes
Causes SupportedArts & Culture, Education
Donor-Advised Fund✓ Yes
Nonprofit Board Member✓ Yes
Financial Signals
Money in Motion✓ Yes
Small Business Owner✓ Yes
Multiple Properties✓ Yes
💾
Results go straight back to Tessitura.
Every wealth screen Tess Buddy runs automatically writes the results to that patron's Attributes tab — no copy-paste, no manual entry. Your team can pull it up in Tessitura the moment the screen is done.
List Screening

Correct constituent phone, email, and address.

💡 Haven't created your list yet? Build one with Tess Buddy AI or in Tessitura.
Screening in progress... Email · 1,060 records
847
Clean
134
Corrected
23
Hard Bounce
56
Inconclusive
Screening Records 1,060 of 1,060 processed
Status Customer Name Customer # Original Value Result
✓ Clean Anna Chen 47821 anna.chen@company.com Email verified
↻ Corrected Marcus Johnson 52156 (703) 555-0123 +1 703-555-0123
✗ Bounce Patricia Rodriguez 41093 pat.rodriguez@old-mail.net Undeliverable
✓ Clean Samuel Wu 48572 123 Oak Street, Denver, CO 80202 Address verified
↻ Corrected Diana Patel 53407 456 Elm Ave, Los Angeles 456 Elm Avenue, Los Angeles, CA 90001
🗄️
Your original data is always kept.
When Tess Buddy corrects a contact point, the improved version becomes active — but nothing is deleted. The original stays on the patron's record, marked inactive, exactly where you'd expect to find it. Invalid contacts are retained too; they just won't pull into outreach lists.
Spot-Check Mode

Screen one patron at a time.

Don't have a full list? Pull up a single person by customer number, pick the contact type, and check it right then and there.

Screen One Patron Spot-Check
Contact Point Type
Customer Number
Marcus Johnson #52156
✓ Good
On File
marcus.johnson@email.com
Result
Email verified — no changes needed

Ready to see what your patron data can actually do?

Skip the sales pitch. Request a demo and we'll walk you through a live session where you can see contact screening in action — hands-on, on your own time.