Week 2 of this year’s Summer Break Series dives into what comes after you identify those prospects! Episode 2: Qualifying prospects walks you through ring 2 of the donor cycle.

What information do you need to know about your prospects, and how do you go about getting that info?

Learn the three most critical things to assess when prioritizing and qualifying prospects and how to discover the most meaningful and valuable information. Hint: it’s not in the wealth screen!