Price: Member: $49, Non-member: $79
Presenters: Sarah Price, BWF, Roslyn Clarke, BWF
Description: After your organization has a wealth screening done, whether it's the entire database, or just a few hundred folks, what do you do next? How much confidence should you have in the initial results? How much time should you spend on additional research? This session will talk about the next steps for verifying giving capacity, with multiple case studies reviewed, including a large healthcare organization <br />(within a screening database), as well as small to mid-sized cause-based and higher education organizations which perform the verifications externally. We will also discuss what level of detail to complete, along with methodology, and everything else that comes with the joy of verifications!