VS 108: Major Gift Portfolio Analysis: Using WE Solutions to Direct MGOs to Their Best Potential Targets

Track: Vendor Sessions

Session Number: VS 108
Date: Thu, Jul 27th, 2017
Time: 3:15 PM - 4:00 PM

Description:

We know the challenges that Major Gift Officers face when trying to find the next big donor. There is often an overabundance of data that makes it difficult to determine which donors and prospects to focus on.

Join us as we share how WealthEngine can help MGOs better understand their portfolios through rich information on wealth, lifestyle, and affinity while establishing a realistic yield for their pool. We’ll also discuss strategies for how to segment, prioritize, and refresh portfolios with higher quality prospects based on WE data and analysis.
Session Type: Breakout Session (45 minutes)

Primary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I, Level II
Learning Objective #1: Understand how to use wealth, lifestyle, and affinity information to better engage with prospects and existing donors
Learning Objective #2: Develop strategies to segment and prioritize portfolios
Session Type: Breakout Session (45 minutes)

Primary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I, Level II
Learning Objective #1: Understand how to use wealth, lifestyle, and affinity information to better engage with prospects and existing donors
Learning Objective #2: Develop strategies to segment and prioritize portfolios