Wealth Screening: The Good, The Bad, And The Ugly

Presenter: Jill McCarville, VP Marketing, iWave
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research

Body of Knowledge Domains: 

  • Prospect Research
    • Prospect Research Essentials
    • Utilizing Research Resources
    • Screenings
    • Research and Campaign
  • Level I: Fundamental

Learn the good, the bad, and the ugly of wealth screening. The ability to take your donor research beyond wealth to understand the propensity and affinity of prospective donors will help find new donors and learn more about current donors, all while procuring more major gifts. 

This presentation will explore three aspects of wealth screening: 

The Good: Ability To Understand Donor Capacity: Wealth screening gives you the ability to understand a donor’s capacity and how it translates into a major gift for your organization. 
The Bad: It’s Too Time Consuming: Screening 10, 100, or 1000 prospects is time-consuming and can provide out-of-date information. Learn time efficient strategies to keep your wealth screening results up-to-date. 
The Ugly: Difficult to Paint A Complete Donor Picture: Learn how to leverage a prospect’s wealth and philanthropic history to build a comprehensive view of their capacity and inclination to give.

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