WEALTH SCREENING:
UNCOVERING THE POTENTIAL IN YOUR DATABASE
11:30 am Networking
12:00 pm Lunch & Program
Len Moisan
Founder and President of The Covenant GroupSarah Tedesco
Executive Vice President at Donor Search
Within your current database, it is likely that there are a significant number of people with major gift potential. However, it is difficult to determine which households have the most potential. Having that knowledge can make a significant difference in the success of a major gifts program or a capital campaign.
Sometimes nonprofits are hesitant about wealth screening. They may question the price, process or purpose. They may not fully understand the many benefits of this powerful tool.
This informative session will help to address some common questions and clear up any misconceptions. It will provide an overview of why wealth screening can be such a valuable resource for nonprofits.
Len Moisan President of The Covenant Group and Sarah Tedesco Executive Vice President at DonorSearch have been strategic partners for many years. Together they have helped numerous nonprofits uncover the hidden potential in their respective databases.
During this time they will address topics such as:
- What are the benefits of wealth screening?
- How big does my database need to be in order to conduct the screening?
- What kinds of information will the screening tell me about my donors?
- Is wealth screening beneficial even for very small nonprofits?
- What costs are involved?
- What are some examples where you have seen nonprofits realize large gifts as a direct result of wealth screening?
- We have already conducted a wealth screening, what more can we be doing with the results?
These questions and many more will be covered. Whether you are new to wealth screening or have years of experience in using it, you are sure to learn something new during this time.
CANCELLATION/REFUND POLICYIn order for AFP Greater Louisville to confirm meals and seating with the venue, cancellations must be received in writing via email by the Thursday before the event/program to be eligible for a full refund. No refunds will be made for requests received after that time. If advanced payment was not received, an invoice will be issued. You may always send an alternate to an event/program without additional charge.
TICKET PRICES NOW INCLUDE KY SALES TAX
If your nonprofit organization is paying for this monthly program via check or credit card, please register and choose the "pay later" option. Then email a copy of your registration and your organization’s tax exempt status to afpgreaterlouisville@gmail.com, so we may remove the sales tax from your ticket purchase. The payment MUST come directly from your nonprofit organization in order to have sales tax removed.