Wealth Intelligence

T22 Tues 1115

Kerry Rock Director of Research at Action Planning explains how organisations can identify wealthy people within their databases. This session will cover the five levels of profile available and how it is possible to find wealthy individuals from an organisations’ lists of contacts. It will also aim to cover: • Engaging your donors: How to develop a powerful & compelling  proposition; • Look at how to approach potential donors at the right time and in the right way; • Discuss how to manage your major donors;• How to identify existing networks and start the process of contacting; • Case studies of how the processes work