Education Session: Beyond Wealth Screening

Beyond Wealth Screening Presented by Campbell & Company Nonprofit professionals often receive a flood of wealth screening data – only to feel stuck on what to do next! If this sounds familiar, you’re not alone. Join AFP Minnesota for an insightful session where experts from Campbell & Company’s Strategic Information Services team will share the top three next steps to help you turn data into action. Whether you're new to wealth screening or looking to refine your approach, you’ll walk away with practical strategies to: Identify your top major gift prospects, Focus your time where it matters most, and Build a culture of accountability in your fundraising program. Empower your team to make the most of your wealth screening investment and move confidently toward your fundraising goals.

Speakers

Jon Kingzette, PhD, Senior Consultant, Strategic Information Services, Campbell & Company Jon Kingzette brings many years of quantitative research experience as a Senior Consultant at Campbell & Company, a national nonprofit consulting firm. He uses rigorous data analytics techniques, machine learning models, and survey research tools to discover who clients’ philanthropic prospects are and learn about their motivations and preferences. He especially enjoys opportunities to distill information from complex data and present it to clients in a way that allows them to act on the insights and recommendations. Jon holds a B.A. in Political Science from North Central College and PhD in Political Science from Ohio State University.

Katelyn Martin, Managing Director, Strategic Information Services, Campbell & Company Katelyn Martin is Managing Director, Strategic Information Services at Campbell & Company, a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications, executive search, and strategic information services. In her 10 years with the firm, Katelyn has counseled clients across all sectors in roles ranging from strategic campaign counsel to interim development staff support. Katelyn graduated with a Bachelor of Music in Arts Management from Northwestern University, where she studied in the Voice and Opera program. She lives in Chicago with her husband and two young children.

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