Unlock advanced fundraising strategies
Are you ready to elevate your fundraising efforts? The Wealth Screening Playbook is your essential guide to leveraging next-generation wealth screening techniques and real-time data insights. This free, comprehensive ebook is packed with actionable strategies that will help you identify prime donor opportunities, customize your approach, and power your fundraising campaigns with confidence.
What’s inside?
This guide goes beyond the basics of wealth screening to show you how to tap into the full potential of donor data. Whether you’re looking to refine your major gift strategy or fuel every aspect of your fundraising efforts, this ebook is the resource you’ve been waiting for.
- Advanced wealth screening techniques – Learn why traditional tools fall short and how modern solutions are transforming fundraising.
- Practical steps to customize screening results – Tailor results to your organization’s unique mission and goals for more effective engagement.
- Introduction to real-time data – Combine wealth screening with alerts on donor behavior for perfect timing and outreach.
- How to use screening for multiple fundraising strategies – Discover how to integrate wealth screening data into annual funds, capital campaigns, major gift drives, and more.
- Institutional screening for foundations and corporations – Go beyond individual donors to uncover new funding partnerships.
You’ll learn how to:
- Leverage 100% of your wealth screening results—not just the top 10-20% of identified prospects.
- Identify the three critical traits of an ideal donor—propensity, capacity, and affinity—and why they matter.
- Utilize modern data tools, live profiles, and analytics to make informed decisions.
- Unlock the potential of real-time donor intelligence for more precise fundraising efforts.
- Create customized strategies for every aspect of your fundraising programs.
