Take Your GPP to the Next Level: Managing and Analyzing Your Patient Screening Data for Fiscal Year-End Action

Presenter: Anna Sheehan, Customer Success Manager at Wealth Engine
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics
Competencies and Levels:

  • Prospect Research
    • Competency 4: Utilizing Research Resources
    • Competency 5: Financial Capacity Evaluation and Wealth Indicators
    • Competency 7: Screenings
  • Relationship Management
    • Competency 1: Prospect Pool/Base Analysis
    • Competency 3: Relationship Management Database Management
    • Competency 6: Prospect Strategy
    • Competency 7: Portfolio Management
    • Competency 8: Pipeline Management
    • Competency 13: Building Internal Relationships
  • Data Analytics
    • Competency 5: Visualization/Reporting Techniques and Competencies
    • Competency 8: Analytics and Campaign

Session Description: Close to 20% of Healthcare philanthropy can be attributed to grateful patient fundraising, and screening with Wealth Engine at regular intervals helps quickly identify and prioritize patient prospects. The fiscal year-end is not only a great time to review/revise the management of patient screening data, but also a great time to do some deeper analysis of the data to better inform fundraising strategy, build stronger outreach efforts, and identify potential new opportunities for growth. See how Wealth Engine clients are utilizing their solutions to identify major gift and annual fund prospects and gain significant traction in their fundraising efforts. They will share:

  • How the HIPAA-compliant Grateful Patient Program helps them identify, prioritize and segment potential donors with WE ratings and scores
  • How they have integrated their screening data in to existing CRM and other systems and manage the data
  • How they have used WE data to do further analysis to improve portfolio management, outreach efforts and relationships

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