Biting Off as Much as You Can Chew: Managing the Wealth Screening Data Smorgasbord

Presenters: Kristina McFee Carroll, Iowa State University Foundation
Tessa A. Fjelland, Iowa State University Foundation

Year: Prospect Development 2019 - Phoenix, AZ

Price: Members: $49, Non-members: $79

Primary Competency: PR:Competency 7: Screenings

Description: When organizations embark on a wealth screening, the idea of updated wealth and modeling data is exciting, but potentially overwhelming. Prospect Development must process and fully utilize the new “smorgasbord” of data. Presenters and their wealth screening consultant will share how they made the implementation process manageable, breaking down their data into “bite-sized” pieces. This presentation will walk attendees through the Iowa State University Foundation’s approach to managing their fourth wealth screening: from initial data transformation, wealth verification, principal-level capacity assignment, and the final roll out and training for development officers.

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