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Stop Using Donor Wealth Ratings to Build a Portfolio

Stop Using Donor Wealth Ratings to Build a Portfolio

by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure

Here are the problems you’ll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio.

Evaluating Donor Giving Potential Without Wealth Data Information

Evaluating Donor Giving Potential Without Wealth Data Information

by Richard Perry and Jeff Schreifels | Aug 16, 2021 | Wealth Analysis, Wealth Data, Wealth Screening | Evaluation, Fundraising

Find 10 tools that will help you identify wealth data information when you don’t have a fancy wealth screening system.

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