Wealth screening tools are a powerful element of the fundraiser’s arsenal. But are you using yours the right way?

We’re sharing strategies to help you screen your donors like a prospect management pro.

If you’re paying per screening, it’s worth taking the time to make sure that a) you’re screening the right people and b) you’re taking full advantage of the wealth data that you’re getting.

Many higher education and nonprofit fundraising organizations use a “spray and pray” approach when it comes to wealth screening. The idea is that if you screen enough prospects, you’re bound to identify a few people you can cultivate and turn into major donors.

Our approach is more strategic. We’re talking about using a few key data points that you already have about a person to decide whether they’re a good candidate for screening.

Join us to explore strategies around:

• Identifying prospects who have already shown interest
• Figuring out which prospect data points are good indicators of interest
• Building automations around screening results to maximize the return on your investment
• How to further engage prospects identified as potential major donors

This webinar was hosted on November 15th, 2023. To access the recording, please fill out the form.

Pat Lienhard

Patrick joined the Sleek team in 2021, having worked in Advancement for over 12 years as a prospect researcher eventually becoming director. He’s an expert when it comes to prospect management and using prospect data to optimize fundraising efforts. He is a Certified Salesforce Administrator, and focuses on major giving, corporation and foundation giving, donor relations, and of course, prospect research and management.

Amy Blackwood
Solutions Technician
Sleek Consulting LLC

Amy Blackwood

Megan Walsh
Salesforce Partnership Manager
DonorSearch

Megan Walsh