From category archives: Reflect

Wealth Screening

5 Ways to Conquer Data Overload, Part 1

5 Ways to Conquer Data Overload, Part 1

Data. Database spreadsheets, donor lists, research files, plans and actions. You know all this information will help you in achieving your donor relations and financial goals, but you feel way overloaded. Where do you begin? When does it end? How are you going to find time to study all this? And get all of your other work done? Help is here, my friend. Prioritize and Funnel Your Data1. Prioritize those who already love your organization and invest in you consistently.We usually want to take the ...Read more »
The Right Tool Supports Your Major Gift Success

The Right Tool Supports Your Major Gift Success

Shy and unassuming, this husband and wife accepted my invitation to meet over dinner to discuss the work of my organization. I would never have asked this couple to dinner if it had not been for wealth screening. They did not give major gifts. They gave small gifts, every so often. Only after I had screened a list of names did I find that this couple had the potential to support my ministry in a big way. Advocace’s DonorCompassSM wealth screening tool helps you effectively pursue potent ...Read more »
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Linda Cunning
Senior Consultant

Find out how I help leaders grow their ministries as their trusted advisor. Read more about the way I work with clients by clicking here.

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