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Thursday, June 13 • 10:15am - 11:15am
B1-2: Wealth Data 101 | generously sponsored by Imagine Canada LIMITED

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Limited Capacity seats available

Data doesn’t have to be overwhelming, and one size does not fit all. In this session, we will examine what wealth data is available in the Canadian market; how to evaluate what wealth data your organization needs, what analytical processes are available and make the most sense that will tangibly support your organization fundraising goals. We will also explore how you can utilize wealth data to support building your fundraising short and long term strategy.Understand what third party data is, and what third party wealth data is available

Explore how to maximize the use Wealth Data to support fundraising programs
Learn how to use data and analytics to build a short and long term revenue plan.

Learning Objectives:
  1. Better understand what questions to ask when sourcing Wealth Data that will lead to reputable data
  2. By leveraging data, learn how to evaluate your database and understand what type of analytical approach best suits your organization
  3. Understand the power of Wealth data and how it can help your organization expand your prospect pool; identify the capacity of your funnel; and how to identify and apply the right short and long term strategy to meet your revenue goals.

avatar for Allen Davidov

Allen Davidov

Vice President of Business Consulting and NFP Practice Lead, Environics Analytics
Allen Davidov, MBA, CM. is Vice President of Business Consulting and NFP Practice Lead at Environics Analytics. With nearly twenty years of experience, he is responsible for helping charities and foundations apply EA’s products and services to attract and retain donors, corporate... Read More →

Thursday June 13, 2019 10:15am - 11:15am
Gallery B

Attendees (22)