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Wealth screening best practices to follow

Power your capital campaign with wealth screening

By Steier Wire

Nonprofits planning a capital campaign can draw on plenty of effective tools to ensure success. There’s an essential one the Steier Group always recommends: wealth screening. Wealth screening is crucial because it helps nonprofits determine the capacity of donors to give. “Wealth screening provides our clients a tremendous advantage in a capital campaign,’’ said Matt Vuorela, Steier Group president. “We’ve seen countless examples of how wealth screening helps nonprofits not only meet but exceed their campaign goals.” The Steier Group partners with DonorSearch, a leading provider of prospect research, for wealth screening services. Sarah TeDesco, DonorSearch executive vice president, said…

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