Update...

Been traveling a lot again in the last 2 weeks, to Las Vegas and Long Beach, CA, for a presentation with Netzel Associates. I met their President and COO, Jay Grigsby, at a conference last fall, and while he may not have been impressed with my golf game, he did seem to like what I had to say- specifically about fundraising software solutions. As a result I was invited to speak during their national team meetings this month.

It's clear they LOVE what they do. They offer a full spectrum of services, such as development/feasibility studies, capital and endowment fundraising campaigns, executive searches, major gift programs, planned giving/endowment development, grant writing and research and more.

I even picked up a quick tip - when asking for a major gift, it's best to make the final ask in this way:

"Bob, we would like to honor you with a request for $100,000 as a leading gift for our XXX Campaign"

Pretty clever, eh?

In addition to asking the right way, they also use our integration with Wealth Engine to make sure they are asking the right amount. To that end, they are able to use a combination of DonorPerfect Online and Wealth Engine to accurately predict a donor's Giving Capacity.

It's important to know everything you can about your major donors, and our solution makes it easy so that you make sure you honor your donor appropriately without leaving money on the table.