The Four Components of Campaign Screening and Research

Once your organization decides to go ahead with the campaign, you’ll need to identify existing and new prospects to support the campaign. Screening will provide wealth and inclination information for a large pool of names and will release a rush of information.

Depending on the campaign’s time frame, it’s a good idea to get a screening done once you’ve established your lead gift and have roughly 50 percent to 75 percent of your major gifts in. You’ll need a fresh influx of names to flesh out the rest of the gift pyramid.