Strategy Beyond Screening

Presenters: Richard Geiger, Senior Vice President, Philanthropic Analytics, GG+A DonorScape and Dan Lowman, Senior Vice President & Director, GG+A DonorScape 
Year: 2019
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Campaigns

Description: We know that today’s advancement professionals are not only challenged with limited resources, but with prospects and donors that are more complex than ever.  The hard costs in people time, resource time, data, and money to understand and approach them may be great, but has payoff in providing deeper insight into the prospect and donor pools related to identifying and verifying capacity and affinity potential.  As prospect researchers transform to prospect managers, new needs are emerging to understand how to systematically approach each prospect and donor with the right cultivations stream and ask strategy.

This session will explore how to leverage wealth screening, philanthropic modeling, and your data to achieve your organization's constituent and fundraising goals through enhanced solicitation strategies.

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