So what is the modern way to wealth screen? Live Profiles.

Live Profiles are donor profiles that are always up-to-date. How? They are continuously “screened” and automatically updated to reflect changes in a donor’s financial situation, life events, giving behaviors, and more

Get our Live Profiles Cheat Sheet to learn more about:

  • What wealth screening is, its traditional methods, and their limitations.
  • How Live Profiles offer a modern, real-time solution with continuous updates and seamless data integration.
  • How Live Profiles integrate with Fundraising Intelligence to enhance donor data, provide instant insights, and automate engagement strategies.

Download this Cheat Sheet