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Saturday, September 14 • 8:45am - 9:45am
Case Study: Rubbing the Genie's Lamp: Using Wealth Screening to Identify Major Gifts Prospects

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Information technology is rapidly expanding the ability of fund development programs to access and utilize a wide range of financial information about our constituents.  It’s never been easier to locate “the millionaire next door.”  But just because information is available, doesn’t mean that it’s actionable; many development programs pursue wealth screening, but then don’t know what to do with the data once they have it.  For those organizations that have the data and know how to use it, are they using it correctly… and ethically?

In this session you will learn to:

Understand the wealth screening tools available, and how they work

Consider whether your fund development program would benefit from wealth screening your database, and—if so—in what way?

Explore the ethical considerations inherent in using an individual’s personal financial information





Guy Adams

President & CEO, The Christian Appalachian Project

avatar for Carole Rylander, CFRE

Carole Rylander, CFRE

Principal, Rylander Associates
I am passionate about delivering insight and inspiration and empowering non-profit board and staff leadership to create operational synergy, share their vision for the future, engage donors and maximize mission impact. I energizes board and staff leaders and draw upon more than 28... Read More →

Sharon Diaz

Associate Director of Philanthropy, Donor Acquisition, Scott and White Healthcare Foundation
avatar for William Tedesco

William Tedesco

CEO, DonorSearch
Bill Tedesco is a well-known entrepreneur in the field of philanthropy with over fifteen years of experience at the helm of companies serving the fundraising profession. He has personally conducted original research to identify markers of philanthropy and has developed a how to guide... Read More →

Saturday September 14, 2013 8:45am - 9:45am CDT
Fort Worth 6

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