Recorded on: May 20, 2026
Wealth screening gives you the data. But knowing what to do with it is where most fundraising teams get stuck.
In this on-demand webinar, Carol Wick, President of Sharity Global, shares a practical framework for moving beyond the screen — turning donor data into a sustainable major gifts pipeline built for long-term impact.
Drawing on her Five Factorsâ„¢ Framework and years of experience helping nonprofits become investor-ready, Carol walks through how to shift from reactive, year-to-year fundraising to a strategy that attracts future-focused donors and secures multi-year gifts.
You will learn:
- What a stronger screening and segmentation system looks like in practice
- Why wealth data alone is not enough to secure a major gift
- How to identify present-focused vs. future-focused donors and engage each effectively
- The five factors major funders look for before writing a check
- How to build a donor pathway that moves prospects from interest to investment
About the speaker
Carol Wick is the President of Sharity Global and the author of an upcoming book, Non Profit Inc. She has spent over a decade helping mission-driven organizations build the strategic infrastructure they need to attract and retain major donors.
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