by Richard Perry and Jeff Schreifels | Aug 16, 2021 | Wealth Analysis, Wealth Data, Wealth Screening | Evaluation, Fundraising
“What is the most effective and efficient way to evaluate our database for giving potential if we don’t have wealth screening software?” That was the question posed to Jeff and me when we did a live Q & A of blog readers and Veritus Gift Academy alumni. The...
by Richard Perry and Jeff Schreifels | Oct 20, 2017 | leadership, Research, Wealth Analysis | Caseloads, Data, Management, Qualifying
Okay, so I purposely wrote the title of this post to be provocative. But I did so because Richard and I are dismayed at how many non-profit managers and leaders are misusing wealth scores on their donors. They think they can use these to bypass the hard work it takes...