Webinars Beyond Wealth Screening: Building Donor Pipeline with Advanced Prospect Intelligence Learn how to look beyond wealth data to drive more successful fundraising results in our live webinar and Q&A. Home Resources Webinars Beyond Wealth Screening: Building Donor Pipeline with Advanced Prospect Intelligence Webinars Philanthropy wealth intelligence wealth screening February 26 | 10:00 AM EST Net worth tells you if someone can give, but not what motivates them to give to you. The most successful fundraising strategies use data that goes beyond traditional wealth indicators to incorporate personal insights, philanthropic patterns, and professional networks. This webinar reveals how advanced donor screening combines wealth insights with additional data points to help you identify the right prospects, personalize your approach, and build a robust donor pipeline. Discover how leading organizations use holistic prospect intelligence to move from simple capacity assessments to comprehensive donor profiles that drive meaningful engagement and fundraising results. What you’ll learn: Advanced screening methodology: How sophisticated screening integrates multiple data points, from asset holdings and career backgrounds to philanthropic history and personal interests Critical data points that matter: Which insights beyond net worth effectively predict donor behavior and inform cultivation strategies Analytics in action: How to translate screening results into prioritized prospect lists and personalized outreach strategies Real-world results: Case studies demonstrating how nonprofits apply holistic screening to meet and exceed their fundraising goals Who should attend: Development and advancement officers, prospect researchers, major gift teams, and nonprofit leaders looking to elevate their screening strategies Our Speakers Valentina Guerrini, Global Vice President of Philanthropy, Altrata As Global Vice President of Philanthropy at Altrata, Valentina Guerrini brings a decade of expertise in high-net-worth (HNW) donor engagement and development strategies. With a passion for advancing high-value philanthropy, she provides actionable insights to help organizations enhance their fundraising efforts and deepen donor relationships. Valentina began her career in event planning, orchestrating impactful fundraising galas and HNW events, which laid the foundation for her work in strategic philanthropy. Jacqui Ebeling, Director of Client Success, Altrata As Director of Client Success, Non-Profits, Education & Healthcare at Altrata, Jacqui Ebeling has been partnering with non-profit clients for almost a decade to ensure their development efforts are data-driven and fruitful. She has provided support that helped multiple institutions secure major gifts. Jacqui now coaches a team of 10+ client success representatives to take the same consultative approach with their nonprofit clients that deliver results.