NonProfit PRO

FEBRUARY 1, 2023

Advanced Strategies Every Nonprofit Should Know

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Strategy Nonprofit Fundraising 130

DipJar

FEBRUARY 2, 2023

To unearth missed opportunities and pinpoint new ways to diversify your revenue streams , use the data you collect about your donors through wealth screening. These strategies can help you harness the power of wealth screening and make your fundraising appeals more effective: Find rich insights by analyzing internal and external data.

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Donor Search

SEPTEMBER 30, 2021

Well, that one thing is wealth screening. Wealth screening can help you identify current and potential donors who have the capacity to give larger donations and who are most likely to give to your organization. What if we told you there’s one thing you could do that would increase your donation dollar amount?

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Double the Donation

SEPTEMBER 24, 2021

Exploring trends in both nonprofit data and fundraising , donor wealth data?—and And if you’re looking to increase your organization’s corporate revenue as well, wealth screening and matching gift efforts go hand in hand. Understanding Wealth Screening. Benefits of Combining Wealth Screening and Matching Gifts.

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Bloomerang

SEPTEMBER 20, 2021

Today’s question comes from a nonprofit employee who wants advice on whether or not it’s useful to invest in wealth screening before a capital campaign. . Dear Charity Clairity, We’re considering a capital campaign, and I’m wondering if I should invest in wealth screening. Is it worth it? See here.].

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DonorPerfect

MARCH 11, 2021

The post 5 Reasons Why Your Nonprofit Should Conduct Prospect Research and Donor Wealth Screenings appeared first on Nonprofit Technology & Fundraising Blogs. Research will tell you a prospect’s financial capacity, the causes they’re giving to, and if the timing is right for an ask in Read More ».

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DonorPerfect

FEBRUARY 21, 2023

We wanted to work with Read More » The post Wealth Data: What It Is, How to Access It, and How to Prepare for a Professional Screening appeared first on Nonprofit Technology & Fundraising Blogs.

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Donor Search

SEPTEMBER 11, 2015

When those in fundraising think of wealth screening they think of prospect research and vice versa. This post was written by Ryan Woroniecki, Vice President of Strategic Partnerships at DonorSearch. The two methods of learning about giving candidates are often mistaken for interchangeable terms. Well, they’re not.

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NonProfit PRO

JULY 21, 2021

In this episode of The NonProfit Voice Tech Series, Mark is joined by Shawn Olds, CEO of boodleAI, and France Hoang, co-founder and chief strategy officer at boodleAI, to learn more about how data enrichment can improve fundraising and save fundraisers time by allowing them to better understand their current donors, find more donors and even wealth (..)

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Connection Cafe

FEBRUARY 16, 2017

Whenever I am on the road with clients the conversation always turns to a debate about the value of predictive modeling vs. the value of traditional wealth screening. Some tend to gravitate toward wealth data alone because it feels more tangible—or understandable—than predictive modeling. It’s a great debate.

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Connection Cafe

AUGUST 6, 2014

I have heard it a thousand times: “I wealth screened my database but didn’t find much.”. Admittedly, not all prospects return a plethora of information, and this has to do with what is in the public domain and understanding the data sources included in the screening. Suddenly she had a wealth of information!

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Connection Cafe

MARCH 12, 2018

To explain why, let’s consider the two most frequently used tools: wealth screening and custom modeling. Let’s start with a little about wealth screenings. This process represents a fast, reliable way to uncover summary wealth insight for large patient populations. The pros of wealth screening each provider?

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The Fundraising Authority

DECEMBER 8, 2020

When you screen potential supporters before they’re even associated with your nonprofit, you won’t waste time on engaging prospects that will just donate once (if at all) and then disappear. Other wealth indicators. Other Wealth Indicators. Well, it turns out you can! Their donation history. Their volunteer history.

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sgEngage

MARCH 11, 2024

AI shines here with its wealth screening and predictive modeling capabilities. This process involves wealth screening for all donors, not just those who make large gifts.

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Gift Game Philanthropy Fundraising 81

Donor Search

AUGUST 20, 2015

This post was written by Sarah Tedesco, Executive Vice President of DonorSearch. There’s a big difference between being familiar with a song and knowing a song. If you are familiar with a song, you can sing the chorus and hum through the rest, maybe catching every third word. Your friends wouldn’t catch you messing up…

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sgEngage

JUNE 2, 2023

Blackbaud, for instance, offers platforms for both prospect research and wealth screening. Prospect Research Software Prospect research tools allow users to identify potential major donors based on their giving history and wealth indicators.

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Giving Gift Blackbaud Software 52

Donor Search

NOVEMBER 30, 2015

This post was written by Jeri Alcock CFRE, West Coast Sales Manager at DonorSearch. If you could accurately predict the future you’d be a very successful person. You’d spend your days trading stocks at the exact right moment and catching kittens just as they fall from trees. …

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Benefit Disaster Fundraising Money 40

sgEngage

SEPTEMBER 26, 2022

They rely on regular wealth screening and predictive modeling. Fundraisers for the Los Angeles Regional Food Bank used insights from wealth and predictive modeling to identify 3,000 of their best major gift prospects for their mission of helping 800,000 residents battling food insecurity. Going Beyond Wealth Screening.

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Data Los Angeles Gift Model 68

VisionLink

FEBRUARY 11, 2022

A simple three digit code lets anyone access a wealth of comprehensive, vetted, and regularly updated information to help those in need, and to help advocates and agencies who focus on helping others. Today, on this second month, and the 11th day of 2022, 211s across our nation are recognized for the work they do.

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Nonprofits Source

JUNE 14, 2023

What is the difference between prospect research and wealth screening? As you learn more about prospect research, you’ll likely see the term “wealth screening” (or just “screening”) pop up. However, wealth screening is just part of a comprehensive prospect research process.

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Bloomerang

DECEMBER 19, 2023

In the world of fundraising, it’s common practice to prioritize prospects based on their wealth. Wealth screening has traditionally been a go-to method for identifying potential major donors , but it overlooks the essential factor that determines a person’s likelihood to give: Generosity.

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Double the Donation

MAY 20, 2021

This exciting update combines matching gift insights with donor wealth screening to ensure fundraisers everywhere craft actionable, timely donor messages to drive contributions. Nonprofit organizations already use Double the Donation’s tool, 360MatchPro, to automate the matching gift process.

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Double the Donation

JULY 15, 2021

This innovative integration now identifies high-value donors from within the 360MatchPro portal, providing actionable donor wealth data designed to drive revenue for your organization. It’s easy to see how these combined solutions will provide users with streamlined information that drives donor engagement and revenue.”.

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Integration Donation Gift Philanthropy 52

Qgiv

MARCH 14, 2023

Many organizations use disparate systems, CRM, online giving, volunteer management, email marketing, wealth screening, website tracking, the list goes on. If your online giving platform or wealth screening tool doesn’t bring data into your CRM, and I don’t mean imports, it’s time to change that.

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Challenge Retention Nonprofit Tennessee 98

Allegiance Group

DECEMBER 18, 2023

The merger also brings together a consolidation of technologies, including the proprietary GivingDNA wealth screening and data analytics platform, to help nonprofits better understand donor behavior and identify potential larger gifts and sustaining donors.

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Group Analytics Classes Industry 52

Whole Whale

JUNE 21, 2023

Donor Wealth Tracking and Prospecting Software Nonprofits can use any of the above tools to track the potential donors that come through their site, however, the following tools ar specifically designed for appending data to existing email data. The post List of Donor Wealth and Lead Tracking Software appeared first on Whole Whale.

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Bloomerang

NOVEMBER 27, 2023

Volunteer ideas to reveal major gifts potential among volunteers Even if you don’t have the benefit of Bloomerang all-in-one volunteer management and DonorSearch wealth screening tools (or even if you do!), there are lots of great opportunities to create volunteer opportunities for volunteers that reveal major gift potential.

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Gift Volunteer Director Lesson 71

Bloomerang

APRIL 24, 2021

Note you can screen for other factors, such as “major gift likelihood” as well. You can also purchase additional software, like Wealth Engine , Donor Search and others, to help you do further research on prospects you’ve identified as having high potential. Each donor will receive a “likelihood” score.

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Candid

FEBRUARY 12, 2024

Over more than a quarter-century, it has distributed more than $400 million across “impact-screened” investments in municipal bonds, private equity, and exchange-traded funds—all of which continue to return market-rate profits. Impact investing represents the next stage in leveraging foundation assets.

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Qgiv

SEPTEMBER 21, 2021

You should have a wealth of knowledge about existing donors in your database, which means you can use it to find major donors and set up meetings with major gift prospects outside of your donor database. You can use a wealth screening service to look for clues that they’re appropriate to ask. What is a wealth screening service?

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Achieve

AUGUST 27, 2021

The prospect research process combines two aspects of donor research: wealth screening and affinity to give. . Wealth screening is the process of evaluating your potential donor pool to identify wealthy individuals. A prospect’s affinity for your organization is just as important as their wealth.

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Bloomerang

NOVEMBER 10, 2023

If you’re looking inside your donor database for major donor prospects, take the following steps to understand which supporters to prioritize in your outreach efforts: Conduct wealth screenings to find top prospects. Identify prospective major donors based on wealth and engagement metrics.

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CauseVox

AUGUST 11, 2022

One great way to find major donors is through wealth screening sites. Wealth screening is the process of buying access to data about your current donors or potential donors. You can use sites like iWave, Donor Search , or Wealth Engine to do wealth screening.

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sgEngage

MAY 28, 2021

Wealth screening tools. Multi-year donor retention vs. first-year donor retention. Talking about acquisition in the context of retaining the donors. Understanding donor acquisition cost. How to acquire donors efficiently. What to consider in a data-driven approach. The link between volunteers and donors.

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Podcast Donor Support Retention 68

Allegiance Group

APRIL 11, 2023

The merger also brings together a consolidation of technologies, including the proprietary GivingDNA wealth screening and data analytics platform, to help nonprofits better understand donor behavior and identify potential larger gifts and sustaining donors.

Group 52

Group Analytics Classes Industry 52

sgEngage

OCTOBER 11, 2023

We have contact information, communication preferences, relationships, social media profiles, and wealth screening data. Or better yet, host a screen-share session and watch them make an online gift to see where they struggle or get frustrated. Ask friends and family to make a small donation and collect feedback.

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Achieve

MARCH 29, 2023

This is the process in which you identify potential donors’ capacity (wealth) markers and affinity (warmth) markers to determine whether they would be interested in giving your organization a major gift. Look for a provider that offers access to robust prospect databases and wealth screening tools. You’ve got this!

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