When staff members are also donors, how does a prospect researcher handle their wealth screening information with care? The Apra Ethicist weighs in with best practices for when the lines between colleague and prospect are blurred.
Developing prospects is similar to taking care of a garden, with the aim of achieving fruitful outcomes. Figuring out how to manage your growing prospects as a small organization isn't always straightforward, but these experienced prospect gardeners are sharing their advice on how to build a well-organized program from the ground up.
Discover some ways to modify your wealth screenings process that will, hopefully, relieve some of the stress of screening.