What We Learned From Analyzing Two Years Of Screening Data

Presenter:Jill McCarville, Gerry Lawless
Year: 2019
Price: Member:$0, Non-member, $39
Body of Knowledge Domains: Prospect Research, Relationship Management

Level 1: Fundamental 

Description

Join iWave as they dive-deep into wealth screening! During this informative webinar, iWave will explore the current state of the wealth screening industry before exploring specific strategies and best practices that every nonprofit should know! We'll discuss the importance of recency-frequency-monetary scores (RFM) and how they are calculated through iWave. We will also explore iWave's extensive research that details new ways to segment and sort donor databases that combines both their RFM score as well as their philanthropic and wealth history. 


During the webinar, iWave will discuss: 

  • The current state of wealth screening and how it continues to shift with changing technology.
  • The importance of Recency-frequency-monetary (RFM) scores, and exactly how they help nonprofits understand their prospects and major gift donors.
  • The four ways to segment prospects based on their philanthropic history with your organization and their philanthropic and wealth history outside of your organization.

The webinar will conclude with real-life examples and case studies to reiterate the importance of both wealth screening and segmenting prospects.

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