WealthEngine

The following is an excerpt from WealthEngine's recently-released "Best Practices in Higher Education Report." To learn more, fill out the form to the right and download the full report.

When an organization acquires data through a wealth screening, there is almost always a need for some initial data confirmation and validation. Among HPOs providing data concerning a recent screening, 94% included a valida- tion strategy in their implementation plan.

The following is an excerpt from WealthEngine's recently-released "Best Practices in Higher Education Report." To learn more, fill out the form to the right and download the full report.

Every organization will develop its own unique implementation plan based on many factors. These factors include the state of their existing fundraising infrastructure; the size of the organization; their challenges and opportunities; their staffing; the geographic distribution of their constituents; their fundraising objectives and goals and many others. Below is an outline covering major points in an implementation plan. It is intended to stimulate questions and discussion more than to provide a blue print or cookie cutter solution to implementing a wealth screening.