Screening, though incredibly helpful, can be an extensive process. In order to maximize the effectiveness of your screenings, you’ll want to screen in segments. Find and use a that includes all kinds of useful metrics. This way, you can create prioritized lists that each address a different aspect of your fundraising needs.
You can segment donors according to many categories, such as:
- Event attendees: This will not only increase the fundraising totals from your events but help your team transition supporters from attendees to donors.
- Major gift donors: Major gift donors are game-changers; your nonprofit should do all it can to find qualified prospects.
- Loyal donors: First, loyal donors deserve additional recognition and stewardship. Second, loyal donors are prime candidates to be upgraded to higher giving levels.
As you can see, each screening each group will assist your nonprofit with a specific area of your fundraising endeavors, but just because your screenings are segmented that doesn’t mean the way you implement the results should be!
For instance, during the quiet phase of a , you’re likely to host an event catered solely to major donors. In that case, a major gifts screening will tell you about your event attendees and vice versa.
Takeaway: When you segment your donor pool out for wealth screening, you are able to capture more targeted, detailed results.
