A Raise of Hands: Combining Screenings & Surveys to Identify Prospects for Specific Initiatives

Track: Vendor Sessions

Session Number: 1152
Date: Thu, Aug 9th, 2018
Time: 4:45 PM - 5:30 PM

Description:

Predictive analytics are great for discovering prospects who appear to look and behave like your top donors, but you don't need a predictive model to tell you what prospects will tell you themselves. Join the leaders of DonorScape and GG+A's Survey Lab for a case study on how wealth screenings and survey methodologies are combined to produce the ultimate prospect intelligence. You will learn how to circumvent the question of whether someone is in fact a good prospect for a specific initiative and get straight to the point by allowing prospects with capacity and interest to raise their hands.
Session Type: Vendor Session (45min)

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: PR:Competency 7:Screenings
Tertiary Competency: DA:Competency 8: Analytics and Campaign
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None.
Learning Objective #1: Attendees will learn how to augment wealth screening results with surveys for more precise, targeted prospect identification.
Learning Objective #2: Attendees will come away with a solid understanding of how they might achieve this end within their own unique organization, and apply it to specific prospecting and fundraising initiatives in the future.
Shop Size: All Shop Sizes
Session Type: Vendor Session (45min)

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: PR:Competency 7:Screenings
Tertiary Competency: DA:Competency 8: Analytics and Campaign
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None.
Learning Objective #1: Attendees will learn how to augment wealth screening results with surveys for more precise, targeted prospect identification.
Learning Objective #2: Attendees will come away with a solid understanding of how they might achieve this end within their own unique organization, and apply it to specific prospecting and fundraising initiatives in the future.
Shop Size: All Shop Sizes