News Listing

"Using Wealth Information Wisely"
March 23, 2005; 9:00 a.m. to 3:00 p.m.
Posted by: CARA member

Location: Camp Mariposa, 615 East Mariposa Drive, Altadena, CA 91001 Map and driving directions (Google)
Map and driving directions (Mapquest)

A special training session for those new to WealthEngine and wealth indicators. Conducted by Aimee Fitzgerald, Director of Prospect Research at Pepperdine University.

Topics will include:

  • Why spending time and resources on prospect research is a worthwhile pursuit
  • Identifying wealth indicators, what they mean
  • Ethics and confidentiality issues when working with wealth information
  • Standard industry practices
  • Integrating wealth screening into your existing fund development plans
  • Prospect identification
  • Evaluating gift potential/capacity
  • Presenting wealth information in a format that will be easy for others to use and understand
  • Staying ahead, being proactive
  • Pitfalls and distractions to avoid

To register, please complete the form and return to mluke@gsmwvc.org by March 17, 2005. The $35 fee includes a light breakfast, lunch and materials.

For more information contact:

Marcy Luke Holabaugh
Fund Development Associate
Girl Scouts -Mt. Wilson Vista Council
626.445.7771 ex. 313

Email: mluke@gsmwvc.org

Web: http://www.caresearchers.org/pdf/wealth_engine_event_2005.pdf

The California Advancement Researchers Association (CARA)
65 Enterprise | Aliso Viejo, CA 92656
Voice: 949-715-4192 | FAX: 949-715-6931 | E-mail: info@CAresearchers.org
Send comments about this website to Andrea G. Dickens
Legal Information and Disclaimer