Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement
When preparing for a campaign, colleges and university advancement teams have a large number of prospects available to them including alumni, the parents of incoming students, etc. Conducting a wealth screening provides you with data and insights on these prospects that can, and should, be used in your campaign planning. All of this data, however, can become overwhelming and underutilized, resulting in missed opportunities.
Join WealthEngine and Heller Consulting on Tuesday, July 18th at 2:00PM ET for our webinar Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement. We’ll discuss strategies you may not have thought of that can only benefit you and your campaign including:
- Using your wealth screening to its fullest potential
- Proper campaign planning so you get started on the right track
- Ensuring your screening information is integrated into your CRM/DMS
- How you can quickly take action to maximize opportunities
- And more!