Grow your Major Gifts Program: Hands-on Wealth Screening Training

05/03/2017 03:00 PM - 05:00 PM PT




     Jeri Alcock, CFRE

West Coast Sales Manager, DonorSearch 


Sarah Tedesco

Executive Vice President, Donor Search

Do you know the key predictors for major gifts? Find out the theory and gain practical experience by actually using wealth screening software to identify the people most likely to make a major gift. Wealth screening can help you deepen your donor relationships, prioritize your efforts, and raise more money.

Key Takeaways:

  • Understand the information about prospects that can help predict future giving
  • Know how to use wealth screening software to develop capacity ratings for targeting your best prospects for direct mail, major gifts, and planned giving
  • Learn best practices for achieving optimal results
  • Find out where prospect data comes from and the ethics of prospect research
  • Develop profiles on 5 of your donors and receive a 7-day free trial of DonorSearch wealth screening software. DonorSearch is also available, free-of-charge, at the Foundation Center Library

Note: Bring your own laptop or tablet, some laptops will be available at the Foundation Center.

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