Beyond Wealth Screening

With so much data coming from wealth screening tools, it’s easy to feel overwhelmed or unsure where to start. In this session, Campbell & Company will share practical strategies to help you turn data into action so you can better prioritize prospects, focus your team’s efforts, and build a more intentional approach to major gift fundraising.

We hope you’ll leave the session more confident about how to: 

• Identify top prospects for major gifts, 
• Focus your face time on those prospects, and 
• Practice accountability. 

Objectives/Takeaways:

• Using a combination of wealth screening data and your organization's own data, explore key strategies for identifying and segmenting top prospects for major gifts.
• Discover the importance of portfolio rebalancing to ensure staff focus their face time on the best available prospects.   
• Consider the responsibilities of everyone on your team to develop a data-forward approach to prospecting and identify challenges and opportunities for improvement.

Many thanks to Campbell & Company for sharing their time, expertise, and insights with our AFP community, and to the Milwaukee Youth Arts Center for hosting this educational session!