Wealth-researching Tips

“By focusing exclusively on affinity or, in other words, seeing who has given before and then asking them to give more, we don’t necessarily cultivate relationships with people who are best positioned to give us more money,” he adds.

To do wealth research, ideally an organization would have a researcher either on staff or outsourced. The researcher should come up with a definition for what constitutes the organization’s core constituency and what constitutes the kind of people it is looking to involve, and then develop pipelines to find them.