FundSvcs Community

We are wanting to get ideas on a company that does Wealth Search Screening. Is there a company that you would recommend? What are the pricing parameters? What is the content provided? Was there a large clean up involved with the information? If you could send this to me privately that would be great and I will do a re-cap for the listserv group. Thank you, -- *J. Annette McElroy* *Director of Advancement Services**Southern Nazarene University* *6729 NW 39th Expressway* *Bethany, Oklahoma 73008* *405-491-6606* *Proud member of the Association of Advancement Services Professionals (AASP) **www.advserv.org* <https://urldefense.proofpoint.com/v1/url?u=http://www.advserv.org&k=6JSkda1SE0Yss6Wblf1qjA%3D%3D%0A&r=E5nya9TBDdcm5nMCqVfv5GvWzazKAi4OhketEPwnPqg%3D%0A&m=EiTrAtOWj642XyUqCO0P5bjfP9ek627BfaXY1ikGSXM%3D%0A&s=5d8c0bb220fbc46013b7a8d150800b6664d3cfeca1a9ad985a167ce4dbf4d982> Responsibility~ Harmony~ Deliberative~ Individualization~ Belief

We use Donor Search and really like it. Becky Orander, MSW Executive Director Arlington Life Shelter > On Jun 3, 2019, at 4:58 PM, Annette McElroy <amcelroy@snu.edu> wrote: > > We are wanting to get ideas on a company that does Wealth Search Screening. Is there a company that you would recommend? What are the pricing parameters? What is the content provided? Was there a large clean up involved with the information? > > If you could send this to me privately that would be great and I will do a re-cap for the listserv group. > > Thank you, > > -- > J. Annette McElroy > Director of Advancement Services > Southern Nazarene University > 6729 NW 39th Expressway > Bethany, Oklahoma 73008 > 405-491-6606 > > > Proud member of the Association of Advancement Services Professionals (AASP) www.advserv.org > > Responsibility~ Harmony~ Deliberative~ Individualization~ Belief > > >

Has anyone used the Blackbaud wealth search? Beverly Lyles Southern Nazarene University Bethany, OK 73008 405-491-6606 Sent from my iPhone On Jun 4, 2019, at 6:33 AM, Jennifer Barrymore < jennifer.barrymore@morehouse.edu> wrote: I definitely recommend Donor Search. Jennifer Barrymore Associate Vice President, Operations and Administrative Services Morehouse College Sent from my iPhone On Jun 4, 2019, at 5:30 AM, Connie Ennis <conniee@pcom.edu> wrote: Ditto for us. Sent from my iPhone On Jun 3, 2019, at 11:15 PM, BECKY ORANDER < 00000049fb56c87a-dmarc-request@listserv.fundsvcs.org> wrote: We use Donor Search and really like it. Becky Orander, MSW Executive Director Arlington Life Shelter On Jun 3, 2019, at 4:58 PM, Annette McElroy <amcelroy@snu.edu> wrote: We are wanting to get ideas on a company that does Wealth Search Screening. Is there a company that you would recommend? What are the pricing parameters? What is the content provided? Was there a large clean up involved with the information? If you could send this to me privately that would be great and I will do a re-cap for the listserv group. Thank you, -- *J. Annette McElroy* *Director of Advancement Services **Southern Nazarene University* *6729 NW 39th Expressway* *Bethany, Oklahoma 73008* *405-491-6606* *Proud member of the Association of Advancement Services Professionals (AASP) **www.advserv.org* <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2furldefense.proofpoint.com%2fv1%2furl%3fu%3dhttp%3a%2f%2fwww.advserv.org%26k%3d6JSkda1SE0Yss6Wblf1qjA%253D%253D%250A%26r%3dE5nya9TBDdcm5nMCqVfv5GvWzazKAi4OhketEPwnPqg%253D%250A%26m%3dEiTrAtOWj642XyUqCO0P5bjfP9ek627BfaXY1ikGSXM%253D%250A%26s%3d5d8c0bb220fbc46013b7a8d150800b6664d3cfeca1a9ad985a167ce4dbf4d982&c=E,1,_pqJUUENJcMTwzwVJXXSFn5zB6wBWwSB8TsOAcKPbVGb0u6j6eKc_y2DE_MCe3XKNRESGFbD5Asebwm_KqNs36-uIsNF1r7H5S6hB5yBDeRj6PIpkC6MNu8,&typo=1> Responsibility~ Harmony~ Deliberative~ Individualization~ Belief PCOM provides email capability to all students, faculty, staff, and administration. All emails and attached files transmitted between and among the foregoing are considered confidential. The emails and attached files are intended solely for the use of the individual or entity to which they are addressed and reading, disclosing, disseminating, distributing or copying by a recipient other than that named therein is strictly prohibited. Any email described herein that is received by an entity or individual to which it is not specifically addressed should be immediately deleted by the unnamed recipient.

Ditto for us. Sent from my iPhone > On Jun 3, 2019, at 11:15 PM, BECKY ORANDER <00000049fb56c87a-dmarc-request@listserv.fundsvcs.org> wrote: > > We use Donor Search and really like it. > > Becky Orander, MSW > Executive Director > Arlington Life Shelter > > >> On Jun 3, 2019, at 4:58 PM, Annette McElroy <amcelroy@snu.edu> wrote: >> >> We are wanting to get ideas on a company that does Wealth Search Screening. Is there a company that you would recommend? What are the pricing parameters? What is the content provided? Was there a large clean up involved with the information? >> >> If you could send this to me privately that would be great and I will do a re-cap for the listserv group. >> >> Thank you, >> >> -- >> J. Annette McElroy >> Director of Advancement Services >> Southern Nazarene University >> 6729 NW 39th Expressway >> Bethany, Oklahoma 73008 >> 405-491-6606 >> >> >> Proud member of the Association of Advancement Services Professionals (AASP) www.advserv.org >> >> Responsibility~ Harmony~ Deliberative~ Individualization~ Belief >> >> >> -- PCOM provides email capability to all students, faculty, staff, and administration.  All emails and attached files transmitted between and among the foregoing are considered confidential. The emails and attached files are intended solely for the use of the individual or entity to which they are addressed and reading, disclosing, disseminating, distributing or copying by a recipient other than that named therein is strictly prohibited. Any email described herein that is received by an entity or individual to which it is not specifically addressed should be immediately deleted by the unnamed recipient.

I definitely recommend Donor Search. Jennifer Barrymore Associate Vice President, Operations and Administrative Services Morehouse College Sent from my iPhone On Jun 4, 2019, at 5:30 AM, Connie Ennis <conniee@pcom.edu<mailto:conniee@pcom.edu>> wrote: Ditto for us. Sent from my iPhone On Jun 3, 2019, at 11:15 PM, BECKY ORANDER <00000049fb56c87a-dmarc-request@listserv.fundsvcs.org<mailto:00000049fb56c87a-dmarc-request@listserv.fundsvcs.org>> wrote: We use Donor Search and really like it. Becky Orander, MSW Executive Director Arlington Life Shelter On Jun 3, 2019, at 4:58 PM, Annette McElroy <amcelroy@snu.edu<mailto:amcelroy@snu.edu>> wrote: We are wanting to get ideas on a company that does Wealth Search Screening. Is there a company that you would recommend? What are the pricing parameters? What is the content provided? Was there a large clean up involved with the information? If you could send this to me privately that would be great and I will do a re-cap for the listserv group. Thank you, -- J. Annette McElroy Director of Advancement Services Southern Nazarene University 6729 NW 39th Expressway Bethany, Oklahoma 73008 405-491-6606 [https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fstatic.smallworldlabs.com%2fblackbaud%2fuser_content%2fphotos%2f000%2f021%2f21083%2fc46af552db6403cb87e624587464841a-original-re_fund_cert_logo_2019.png&c=E,1,rTojDpT4I8my2UVvz6mGPZVwtmymtK-7LMwb6yBDI2Cy50iSGYHQ5stXc6L_SylHCwe39NGEL1Zgpl7LOcowUJ6IMZcUuhGU_zkcDRwInl0lWDc,&typo=1] Proud member of the Association of Advancement Services Professionals (AASP) www.advserv.org<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2furldefense.proofpoint.com%2fv1%2furl%3fu%3dhttp%3a%2f%2fwww.advserv.org%26k%3d6JSkda1SE0Yss6Wblf1qjA%253D%253D%250A%26r%3dE5nya9TBDdcm5nMCqVfv5GvWzazKAi4OhketEPwnPqg%253D%250A%26m%3dEiTrAtOWj642XyUqCO0P5bjfP9ek627BfaXY1ikGSXM%253D%250A%26s%3d5d8c0bb220fbc46013b7a8d150800b6664d3cfeca1a9ad985a167ce4dbf4d982&c=E,1,_pqJUUENJcMTwzwVJXXSFn5zB6wBWwSB8TsOAcKPbVGb0u6j6eKc_y2DE_MCe3XKNRESGFbD5Asebwm_KqNs36-uIsNF1r7H5S6hB5yBDeRj6PIpkC6MNu8,&typo=1> Responsibility~ Harmony~ Deliberative~ Individualization~ Belief PCOM provides email capability to all students, faculty, staff, and administration. All emails and attached files transmitted between and among the foregoing are considered confidential. The emails and attached files are intended solely for the use of the individual or entity to which they are addressed and reading, disclosing, disseminating, distributing or copying by a recipient other than that named therein is strictly prohibited. Any email described herein that is received by an entity or individual to which it is not specifically addressed should be immediately deleted by the unnamed recipient.

Yes, we’ve transitioned from Donor Search to iWave to Blackbaud ResearchPoint over the last 6 years. I’m happy to assist with any questions, just send me a direct email. JoHanna Young Director of Advancement Services Manchester University Advancement Office 604 E. College Avenue North Manchester, IN 46962 T 260-982-5224 E jgyoung@manchester.edu<mailto:jgyoung@manchester.edu> [Description: Description: cid:image002.png@01CD8696.8107C980]<http://www.facebook.com/pages/Manchester-University/174444797224#!/pages/Manchester-University-Alumni-Association/98950253724>[Description: Description: cid:image004.png@01CD8149.BE838B20]<http://www.youtube.com/user/manchestercollege?feature=results_main>[Description: Description: cid:image004.png@01CDB142.7F479D10]<http://www.linkedin.com/company/36372?trk=tyah>[Description: Description: cid:image005.jpg@01CD8149.BE838B20]<https://my.manchester.edu/Page.aspx?pid=275> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Beverly Lyles Sent: Tuesday, June 4, 2019 8:07 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Wealth Search Has anyone used the Blackbaud wealth search? Beverly Lyles Southern Nazarene University Bethany, OK 73008 405-491-6606 Sent from my iPhone On Jun 4, 2019, at 6:33 AM, Jennifer Barrymore <jennifer.barrymore@morehouse.edu<mailto:jennifer.barrymore@morehouse.edu>> wrote: I definitely recommend Donor Search. Jennifer Barrymore Associate Vice President, Operations and Administrative Services Morehouse College Sent from my iPhone On Jun 4, 2019, at 5:30 AM, Connie Ennis <conniee@pcom.edu<mailto:conniee@pcom.edu>> wrote: Ditto for us. Sent from my iPhone On Jun 3, 2019, at 11:15 PM, BECKY ORANDER <00000049fb56c87a-dmarc-request@listserv.fundsvcs.org<mailto:00000049fb56c87a-dmarc-request@listserv.fundsvcs.org>> wrote: We use Donor Search and really like it. Becky Orander, MSW Executive Director Arlington Life Shelter On Jun 3, 2019, at 4:58 PM, Annette McElroy <amcelroy@snu.edu<mailto:amcelroy@snu.edu>> wrote: We are wanting to get ideas on a company that does Wealth Search Screening. Is there a company that you would recommend? What are the pricing parameters? What is the content provided? Was there a large clean up involved with the information? If you could send this to me privately that would be great and I will do a re-cap for the listserv group. Thank you, -- J. Annette McElroy Director of Advancement Services Southern Nazarene University 6729 NW 39th Expressway Bethany, Oklahoma 73008 405-491-6606 [https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fstatic.smallworldlabs.com%2fblackbaud%2fuser_content%2fphotos%2f000%2f021%2f21083%2fc46af552db6403cb87e624587464841a-original-re_fund_cert_logo_2019.png&c=E,1,rTojDpT4I8my2UVvz6mGPZVwtmymtK-7LMwb6yBDI2Cy50iSGYHQ5stXc6L_SylHCwe39NGEL1Zgpl7LOcowUJ6IMZcUuhGU_zkcDRwInl0lWDc,&typo=1] Proud member of the Association of Advancement Services Professionals (AASP) www.advserv.org<https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Flinkprotect.cudasvc.com%2Furl%3Fa%3Dhttps%253a%252f%252furldefense.proofpoint.com%252fv1%252furl%253fu%253dhttp%253a%252f%252fwww.advserv.org%2526k%253d6JSkda1SE0Yss6Wblf1qjA%25253D%25253D%25250A%2526r%253dE5nya9TBDdcm5nMCqVfv5GvWzazKAi4OhketEPwnPqg%25253D%25250A%2526m%253dEiTrAtOWj642XyUqCO0P5bjfP9ek627BfaXY1ikGSXM%25253D%25250A%2526s%253d5d8c0bb220fbc46013b7a8d150800b6664d3cfeca1a9ad985a167ce4dbf4d982%26c%3DE%2C1%2C_pqJUUENJcMTwzwVJXXSFn5zB6wBWwSB8TsOAcKPbVGb0u6j6eKc_y2DE_MCe3XKNRESGFbD5Asebwm_KqNs36-uIsNF1r7H5S6hB5yBDeRj6PIpkC6MNu8%2C%26typo%3D1&data=02%7C01%7Cjgyoung%40MANCHESTER.EDU%7Ccd545f365ade429fe33c08d6e8e52c30%7Cfbc63603de504d40b10a1708ddcea0b7%7C1%7C0%7C636952468317794466&sdata=igRnilCAkoNlrbcEBrL2OTx2VJMQQ3p4OpBgfN3XkYs%3D&reserved=0> Responsibility~ Harmony~ Deliberative~ Individualization~ Belief PCOM provides email capability to all students, faculty, staff, and administration. All emails and attached files transmitted between and among the foregoing are considered confidential. The emails and attached files are intended solely for the use of the individual or entity to which they are addressed and reading, disclosing, disseminating, distributing or copying by a recipient other than that named therein is strictly prohibited. Any email described herein that is received by an entity or individual to which it is not specifically addressed should be immediately deleted by the unnamed recipient.

Hi Beverly, We used Blackbaud to do wealth screening. Feel free to give me a call and I would give you all the details. Best, Olga Olga Igolnikov Sr. Director of Advancement Operations University of North Florida 1 UNF Drive | Jacksonville, Florida | 32224 O: 904.620.5250 | C: 814.571.9170 E: o.igolnikov@unf.edu<mailto:o.igolnikov@unf.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Beverly Lyles Sent: Tuesday, June 4, 2019 8:07 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Wealth Search Has anyone used the Blackbaud wealth search? Beverly Lyles Southern Nazarene University Bethany, OK 73008 405-491-6606 Sent from my iPhone On Jun 4, 2019, at 6:33 AM, Jennifer Barrymore <jennifer.barrymore@morehouse.edu<mailto:jennifer.barrymore@morehouse.edu>> wrote: I definitely recommend Donor Search. Jennifer Barrymore Associate Vice President, Operations and Administrative Services Morehouse College Sent from my iPhone On Jun 4, 2019, at 5:30 AM, Connie Ennis <conniee@pcom.edu<mailto:conniee@pcom.edu>> wrote: Ditto for us. Sent from my iPhone On Jun 3, 2019, at 11:15 PM, BECKY ORANDER <00000049fb56c87a-dmarc-request@listserv.fundsvcs.org<mailto:00000049fb56c87a-dmarc-request@listserv.fundsvcs.org>> wrote: We use Donor Search and really like it. Becky Orander, MSW Executive Director Arlington Life Shelter On Jun 3, 2019, at 4:58 PM, Annette McElroy <amcelroy@snu.edu<mailto:amcelroy@snu.edu>> wrote: We are wanting to get ideas on a company that does Wealth Search Screening. Is there a company that you would recommend? What are the pricing parameters? What is the content provided? Was there a large clean up involved with the information? If you could send this to me privately that would be great and I will do a re-cap for the listserv group. Thank you, -- J. Annette McElroy Director of Advancement Services Southern Nazarene University 6729 NW 39th Expressway Bethany, Oklahoma 73008 405-491-6606 [https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fstatic.smallworldlabs.com%2fblackbaud%2fuser_content%2fphotos%2f000%2f021%2f21083%2fc46af552db6403cb87e624587464841a-original-re_fund_cert_logo_2019.png&c=E,1,rTojDpT4I8my2UVvz6mGPZVwtmymtK-7LMwb6yBDI2Cy50iSGYHQ5stXc6L_SylHCwe39NGEL1Zgpl7LOcowUJ6IMZcUuhGU_zkcDRwInl0lWDc,&typo=1] Proud member of the Association of Advancement Services Professionals (AASP) www.advserv.org<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2furldefense.proofpoint.com%2fv1%2furl%3fu%3dhttp%3a%2f%2fwww.advserv.org%26k%3d6JSkda1SE0Yss6Wblf1qjA%253D%253D%250A%26r%3dE5nya9TBDdcm5nMCqVfv5GvWzazKAi4OhketEPwnPqg%253D%250A%26m%3dEiTrAtOWj642XyUqCO0P5bjfP9ek627BfaXY1ikGSXM%253D%250A%26s%3d5d8c0bb220fbc46013b7a8d150800b6664d3cfeca1a9ad985a167ce4dbf4d982&c=E,1,_pqJUUENJcMTwzwVJXXSFn5zB6wBWwSB8TsOAcKPbVGb0u6j6eKc_y2DE_MCe3XKNRESGFbD5Asebwm_KqNs36-uIsNF1r7H5S6hB5yBDeRj6PIpkC6MNu8,&typo=1> Responsibility~ Harmony~ Deliberative~ Individualization~ Belief PCOM provides email capability to all students, faculty, staff, and administration. All emails and attached files transmitted between and among the foregoing are considered confidential. The emails and attached files are intended solely for the use of the individual or entity to which they are addressed and reading, disclosing, disseminating, distributing or copying by a recipient other than that named therein is strictly prohibited. Any email described herein that is received by an entity or individual to which it is not specifically addressed should be immediately deleted by the unnamed recipient.