How Strategic Research Leads to New Donors and More Money

A challenge for so many nonprofit organizations is developing a strategic plan to find new donors. Your organization could be in its first few years, or maybe you’re part of an organization that has been around for many years. Knowing how to approach your donor database – whether that’s an established list, a disorganized list […]

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SEC Forms: How To Be a Wealth Detective in Prospect Research

Guest Post by Angie Stapleton, Helen Brown Group For any prospect researcher or fundraiser, SEC documents often provide the clearest picture into the financial standing of a prospect who is an executive, director, or major shareholder of a public company. SEC forms often hold the answers to questions around a prospect’s wealth events, liquidity, and […]

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3 Strategies For Elevating Your Grateful Patient Program

Earlier this month, iWave announced it’s new grateful patient program and patient screening feature. With iWave, a grateful patient program will benefit from billions of data points and the industry’s most-user friendly platform. Combined with iWave’s one-of-a-kind wealth screening, healthcare organizations are able to make more targeted and educated major gift asks. For those not […]

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5 Steps to Follow Before and After Your Wealth Screening

Guest Post by Vidya Kagan, Menlo School Perhaps you’ve just signed up for your first wealth screening tool – congratulations and how exciting! Even if you’ve been doing this for a long while, this post is full of real-world best practices for your first or even your 100th wealth screening! Research is a vital part […]

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Find Your Hidden Gems: Next-Level Wealth Screening

iWave has come a long way in 27 years. From delivering data on CD-ROM via snail mail, to introducing feature-after-feature on our easy-to-use platform, it’s been quite a ride. And we’ve learned quite a bit during that time. One of our biggest lessons and points of pride over the years has been to take the […]

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Tips To Manage Your Prospect Research Data

In today’s nonprofit world, using software to fundraise is the norm. For all the good technology brings however, sometimes it seems to complicate lives more than simplify them. Even if your organization uses just one tool, knowing how and when to organize data is tricky. Whether you’re a large organization, mid-size shop, or a small […]

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5 Reasons to Screen Small, Screen Often

When planning your next wealth screen, you may wonder how many donors and prospects you should include.  Is it better to screen a thousand names?  Ten thousand?  Your entire donor database? Generally speaking, no wealth screen size is “better” than another.  The size of your screen depends on a variety of factors including project goals, […]

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