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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

“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...
Four Common Wealth Screening Challenges

Four Common Wealth Screening Challenges

by Richard Perry and Jeff Schreifels | Dec 13, 2019 | Capacity, Wealth Screening | Passions and Interests, Qualifying

“All that wealth screening software is a waste of time. It’s just not helpful.” This is what Jeff and I hear all the time. That’s why I found this article by Patrick Bryden helpful. Patrick is the Marketing Manager at iWave. Take a look at the article for all the...

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