2013 Annual NCDC Conference and Exposition

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