How To Raise: Getting the Most from Prospect Identification Screenings

Understanding and leveraging prospect identification screening is crucial for nonprofits aiming to enhance their fundraising efforts. In this session, industry expert Brian Lacy will explore how data-driven prospect screening can help organizations identify, segment, and prioritize potential donors based on their giving capacity, affinity, and philanthropic propensity. Attendees will learn how to interpret screening results effectively and integrate them into their fundraising strategies to cultivate meaningful donor relationships and maximize contributions. Learning Objectives: 1. Understand Key Prospect Identification Factors – Learn the fundamental components of prospect screening, including wealth indicators, past giving behaviors, and philanthropic markers, to assess donor potential. 2. Apply Screening Insights to Fundraising Strategies – Discover how to utilize prospect screening data to segment donor lists, create personalized outreach strategies, and enhance major gift fundraising. 3. Maximize Screening Tools for Donor Engagement – Explore the latest advancements in data screening, including AI-driven intention data, to optimize donor identification and engagement strategies for long-term fundraising success.