Date: Tuesday, October 15, 2024 11:00 AM - Tuesday, October 15, 2024 12:00 PM
Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.*
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Speakers:
Leah Payne, Director of Prospect Management and Research, Longwood University
Adri Viswanatha, Director of Donor Research, Macalester College
Vidya Kagan., Director of Development Services, Menlo School
Karl Sissman, Director of Philanthropic Strategy, Latin School of Chicago
Katelyn Martin (Moderator), Managing Director, Strategic Information Services, Campbell & Company