This moderated debate will explore differing viewpoints on management structures, wealth screening, public data, vendor reliance, due diligence, and established… Read More »Across the Divide: An Apra Talks Debate
Do you wish you could update your database records, sharpen your segmentation for annual fund messaging, and finally identify your… Read More »5 habits of development directors who succeed with wealth screening for major gifts
A wealth screening is a service that takes your existing donor database and matches your records against external data sources… Read More »Does a Wealth Screening Help Find Campaign Prospects? Here’s the Honest Answer.
Gift “Kapacity” Ratings in the K-Shaped Economy What if you’re missing your biggest prospects because you’re using the wrong measuring… Read More »K-Shaped Capacity Ratings Workshop
Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for… Read More »Beyond Insiders: Wealth in SEC Filings Workshop
When you are looking to find qualified major gift prospects in your database, want to segment your donor database for… Read More »Will a Wealth Screening Really Help Me?
Finding new prospects is often compared to fishing. You throw out a proverbial net and hopefully get an incredible number… Read More »Fishing for Prospects: The Promise of Validations
To help gift officers and vice presidents who are facing screening data for the first time, here’s a few common… Read More »The Results are in! Common Wealth Screening Questions