Webinar: Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement

top 3 missed opportunities wealth screening advancement 2

College and university advancement offices have unprecedented access to information about their alumni and prospective donors. Unfortunately, many miss valuable opportunities to use this information to activate donors and maximize contributions to their campaigns.

View the video below to hear advancement experts from WealthEngine and Heller Consulting discuss underutilized strategies that can help boost the success of your next campaign. We’ll show how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships.

Top 3 Missed Opportunities to
Utilize Wealth Screening for Advancement

 

Download the slides now

Read the transcript

 

About the author

Team Heller

Heller Consulting has been helping nonprofits establish and improve their communications, fundraising and mission management systems for 18 years. Our distinctive methodology comes from our hands-on experience with the technology AND strategies utilized by today’s successful nonprofits to build rewarding constituent relationships.

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