Your Wealth Screening Is Lying to You-PSA 6

Your Wealth Screening Is Lying to You (and eliminating good prospects!)

Practical Solution Announcement 6


Wealth screening software is helpful to identify strong prospects … but many times the tools are used to define rather than refine your list. The more fundraisers pay attention to these metrics for their marketing, the more they eliminate people who would really be good prospects.

In this week’s PSA, Greg and Jeff talk about prospect identification for marketing vs prospect identification for fundraising. Watch the video to learn which data points to consider for better marketing.


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Jeff Stein is the President of Planned Giving Marketing and his guest is Greg Wilson, the Sr. Major Gifts and Planned Giving Officer at Good Shepherd Rehabilitation in Allentown, PA. Greg has over 20 years of experience in direct fundraising.

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The best way to engage more planned giving donors is with effective marketing. We would love to help. Please give us a call, send an email, or fill out the form to get started.

Planned Giving Marketing
620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462
P: 484-680-7600 | F: 877-865-6812

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