WealthEngine

Please join Dave Chase of Chase Solutions at the Concord Hospital in Concord, NH to explore best practices in prospecting for major gift donors. 

Sponsored by WealthEngine, Best Practices in Major Gift Prospecting has been designed for chief development officers, major gift officers, prospect research and advancement services professionals who are looking for ways to ramp up their prospect research program to meet philanthropic demands.

More information about the seminar is available here or email davechase@donorresearch.com for the program flyer.

Registration includes Continental breakfast and lunch on site.  Please note that seating is limited, so register today!

There’s an art and a science to political fundraising.  Understanding the wealth of potential donors falls on the side of science.  There’s ample information available to better understand the capacity and likelihood of giving of your potential donors.

How can you make the most of available wealth intelligence and public data that will increase your fundraising effectiveness?  Here are four simple ways:

In the webinar “Using Analytics For Better Decision Making,” Sally Boucher briefly described “Gap Analysis” as a step in the overall strategic planning process.  The main point was to explain that analytics is infused throughout the entire strategic planning process rather than being a single step in the process, or worse, residing completely outside the planning process.

In the competitive world of major gift prospect identification, organizations that use all tools available to them to identify and build a consistent pool of prospects are ahead of the game. Join our special guest, Debra Darling, Director of Prospect Development at Washington & Lee University and our own Sally Boucher, Client Service Manager at WealthEngine for a discussion on how to “Build a Comprehensive Prospecting Strategy.”

Individuals classified as public company insiders are likely a small but notable portion of your overall prospect pool, and the only ones with actual, personal stockholdings that you can access. Join us this Thursday at 1 pm EST as we uncover the basics of understanding how to interpret wealth and biographical information of fundraising prospects contained in financial statements filed with the U.S. Securities and Exchange Commission (SEC). We will review how to locate, navigate and read the company proxy statement, as well as forms 3, 4, and 5 insider trading documents.

Please join us for a free webinar to review the findings in WealthEngine’s latest white paper, Community Colleges: Growing Individual Giving with Effective Prospect Research. The webinar will provide an overview on giving to community colleges and highlight key strategies for implementing best practices within each institution’s development department.

What does your prospect management system look like? While industry standards estimate 18-24 months to cultivate and solicit a major gift, in coordination with 7-9 personal visits, and 3-4 prospects for each $100,000 gift, the need for new prospects need to be continuously introduced and the movement of existing prospects the next level are vital benchmarks throughout the fundraising cycle.