Precise Net Worth vs Gift Capacity: Don’t Let Hidden Gems Fall Through the Cracks

Knowing which donors and prospects have the most potential is essential for nonprofits to focus their fundraising strategies, uncover opportunities, and maximize contributions. With the rise of DAFs and transfer of wealth, traditional gift capacity metrics are being challenged by major gift officers who do not want hidden gems to slip by.

In this session, Windfall’s CEO, Arup Banerjee, reviews the shift in prospect research to relying on more accurate net worth estimates to drive research and fundraising strategies coming out of a global pandemic. He will review:

– Why wealth data is really hard

– How researchers and advancement departments can leverage wealth

– A framework for translating wealth into gift capacity

– The benefits of leveraging this data for machine learning / data science

Watch On-Demand
Arup Banerjee - CEO
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