Episode 5: Wealth Screening in Fundraising with Evan Moilan

Center for Generosity Podcast

On this episode host and GSB consultant, Mitzie Schafer interviews GSB Consultant Evan Moilan on conducting a wealth screen, whether on one donor or a full database. Together they answer the three most critical questions related to the options and process. This is the fourth episode in a 6 weeks series on being Donor First.
Like on all episodes, we work to equip nonprofit leaders with best practices and resources that grow generosity to enhance their mission. In each episode, we tackle a topic related to growing generosity to your nonprofit and answer the three most critical questions for success. Our promise to you is that we won't take up a ton of your time - you have donors to cultivate - and we will give you actionable items you can start using right away. We will focus on foundational donor first principles and best practices.

Future episodes are listed below:
Episode No. 6: Tuesday, September 21st Topic: Donor Recognition with Paul Marsh
Episode No. 7: Tuesday, September 28th Topic: CAGA Impact Storytelling with Mitzie Schafer
The Center for Generosity provides resources to expand your toolbox and support network with quality programs, video tutorials, templates, and one-on-one attention from our experienced consultants.
To learn more or join today visit www.centerforgenerosity.com.
Mitzie Schafer, CFRE and GSB Consultant & Host [email protected]
Mike Ward, CFRE and GSB Partner [email protected]
www.gsbfundraising.com