2020 PD Banner

Adventures in Verification: A Story About Value, Varieties & Volume

Track: Prospect Research

Session Number: 3086
Date: Wed, Aug 26th, 2020
Time: 2:45 PM - 3:30 PM

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
(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!
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can complete one of three types of wealth capacity verifications: one hour detailed verification, 15-minute verification, and a 6-7 minute verification.
Learning Objective #2: Attendees can discern what level of verification is needed for their organization/project.
Software or Vendor Tools: No
Primary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Secondary Competency: PR:Competency 9: Screenings
Tertiary Competency: PR:Competency 11: Research and Campaign
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can complete one of three types of wealth capacity verifications: one hour detailed verification, 15-minute verification, and a 6-7 minute verification.
Learning Objective #2: Attendees can discern what level of verification is needed for their organization/project.
Software or Vendor Tools: No
Primary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Secondary Competency: PR:Competency 9: Screenings
Tertiary Competency: PR:Competency 11: Research and Campaign
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes