Close More Major Gifts: Use Wealth Screening to Focus on the Right Potential Donors

Discover how to find your hidden High Opportunity Donors within your screening data. We’ll show you how the screening helps you save time, focus on the right people, and close more major gifts. Remember, data is only useful if you understand how to utilize it to shape strategy! You’ll discover how to: Reach your fundraising potential by building a Major Gift Plan; Create a prioritized workable list of suspects and prospects based on your screening; Craft a Fundraising by the Numbers system to manage your major gift fundraising process; Approach promising “cold prospects” who are identified in your screening report.

Additional Resources

Prospect Research and Fundraising in the UK: A Conversation with Chris Davis, Chair of Researchers in Fundraising (RiF)

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Planned Giving 101

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