r/funanddev

Wealth Screening & Prospect Research Software

Hey there! As a fundraiser, what's your favorite wealth screening software? What features are you looking for specifically or that stand out to you as being particularly helpful?

We're currently looking to bring on a software to help with both wealth screening and prospecting and I'd like to hear from fundraisers (as a well as other devops magicians) what your favorite software has been. We're currently considering Wealth Engine (Altrata), Donor Search (Evertrue), and iWave (Kindsight).

Bonus points if you can let me know your impressions of the software's integration with Salesforce.

Thanks in advance! 🩷

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u/Kidunycorn — 8 days ago

How do you know what you're doing?

I started a new job at the end of last year and a small part of my job is managing relationships, something I haven't really done before.

Every time something about it comes up I get a deep sense of imposter syndrome. I don't know what I'm supposed to be doing and I feel like everyone around me expects me to just know how to do it organically.

Relationship managers, how do you know what you're meant to do? Is there some kind of guide or course I should have done before starting this job?

In the rest of my job, I know what I'm doing and I have had great performance feedback. But with this I just have no clue! I feel like I need to be sat down and guided through it but everyone at my work is so busy and seems to assume I just know what I'm doing. The onboarding process wasn't great and my previous manager was very absent. My friends and family say I should just ask for help but I feel embarrassed as it feels a bit late for that and a bit like I really *should* know this stuff.

Please help!

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u/NorthLondonOwl — 10 days ago

Compensation

Hello all,

I know this isn’t the career to choose if money is all you care about, but it is important. I’m curious what people are seeing out there. Are there roles in this field commanding $250k+? I’d think principal gifts or leadership at large universities or hospitals would have to be near or exceed this. MGOs at top orgs seem $100k+.

Also- Would you consider higher ed or healthcare a more lucrative path?

Thanks for any and all input.

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u/BR_95 — 10 days ago

Key Account Management to Advancement - good career pivot?

Hi all,

Very new to this group, I’m looking for a career change from retail key account management. I’ve come across advancement (University) and more and more I’m feeling like this could be a really good fit. There are some roles posted at a major university in our city and I’m looking to apply. I have a major gap in experience in advancement / major gifts, but do you think this is a good pivot from key account management / sales? Any thoughts on how to get around the major gap in experience?

Tips are welcome!!! Thank you in advance for your thoughts!!

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u/greatbigsea123 — 9 days ago