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Fundraising Intelligence:
Integrating Wealth Data into Your Donor Management System for Better Fundraising Results

Original Broadcast Date: September 21, 2011

Understanding your donors better and identifying new prospects helps you to build a stronger fundraising program. Integrating wealth data into your donor management system (DMS) or constituent relationship management (CRM) system is the key to enhancing data-driven workflows and data access, and gives team members across your organization more insight on your donors and prospects.

In conjunction with the release of our latest white paper, Integrating Wealth Data into Your Donor Management System for Better Fundraising Results, this webinar explores the benefits, considerations and challenges of DMS/CRM integration. Key topics covered:

Advantages of integrating wealth data
Factors to consider when planning and executing a DMS/CRM integration
Steps for planning and implementing the integration
Tips for identifying and overcoming key obstacles
Case studies and real-world examples

Speakers:
Elizabeth Schiffmann, Product Marketing Specialist, WealthEngine
Keith Heller, Principal, Heller Consulting

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