When you are looking to find qualified major gift prospects in your database, want to segment your donor database for targeted asks, or want to realign your fundraisers’ portfolios for optimum performance it can seem daunting — especially if your database has thousands of records. It isn’t a magic bullet, but a wealth screening can take you pretty far, even in this age of A.I.
By Jen Filla Right now we are all grappling with a pandemic and those of us who can are working… Read More »3 Tools I Can’t Do Without for Remote Working
By Elisa Shoenberger Presenting screening data to development officers and Vice Presidents can be both thrilling and terrifying. As a prospect… Read More »The Results are in! Common Wealth Screening Questions
Identify new donor opportunities and forecast potential losses Webinar | $75 Information on the new tax law has flooded the… Read More »Discover Gift Opportunities in the New Tax Law with Prospect Research
A High Net Worth Individual (HNWI) typically holds $1 million in liquid financial assets. By Erica Sauer The 2016 US… Read More »2016 US Trust Study of High Net Worth Philanthropy