Wealth screening — the nuts and bolts of data protection, planning, doing and using the results for major gift fundraising
Cost
This online event is free of charge but you will need to register to attend.
About the facilitator
The session will be led by Kerry Rock from Prospecting for Gold. To find out more, meet the team.
What will be covered?
Are you ready to find the best prospects for your major gift fundraising programme? In this webinar, we will explore how the prospect research technique known as wealth screening can help you.
We will answer many of the most commonly asked questions about how to use this form of research to identify new major donors.
In this session, we will look at:
- What do you need to know about wealth screening and data protection?
- How can you plan your wealth screening to be GDPR compliant?
- What are the key steps for undertaking a screening?
- What comes out of a screening?
- How do you make the most of our screening results?
- How do you convince colleagues that screening is right for your organisation?
There will be plenty of time for questions and we hope you will join the discussion, sharing any experience and insight you have.