Recorded on: August 27, 2025
Traditional research methods fall short for ultra-high net worth individuals who represent an increasingly concentrated share of philanthropic capacity. These prospects require sophisticated analysis of family foundations, complex asset structures, and multi-generational giving patterns that basic screening tools can’t capture.
In this workshop, Cherian Koshy, CFRE, ACFRE, CAP(R), will help you go beyond traditional screening methods to understand complex wealth structures, family foundations, and multi-generational giving patterns. Learn sophisticated analysis techniques for your highest-capacity prospects.
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