Tag: Wealth Screening

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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.

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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.

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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.

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Resource in Major and Planned Giving

Lay a Foundation for Your Legacy Giving 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.