Tag: Wealth Screening

Resource in Major and Planned Giving

Major Giving Prospect Identification, Discovery, and Qualification

Build your most promising portfolio with a select number of qualified prospects.

Resource in Major and Planned Giving

Webinar: Major Giving Prospect Research: How to Apply Data-Powered Strategies

Find the most promising major donors by incorporating data and modeling into your prospect research.

Resource in Major and Planned Giving

Webinar: Qualifying Donors for Major Giving Caseloads

Prioritize your major donor list to make sure you’re spending your precious time with the right prospects.

Resource in Major and Planned Giving

Legacy Giving Toolkit: Lay a Foundation to Start Your Program

Learn to set expectations, create buy-in, develop staffing, and plan the life-stages of a major giving program that's new or still getting off the ground.