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Tag: Wealth screening

How Nonprofits Can Use Gift Bunching to Navigate the 2026 Charitable Deduction Changes

March 16, 2026 Mark Becker
KPI Business Analytics Data Dashboard. Analyst Using Computer

A little-known tax change in 2026 could reshape donor behavior. The new AGI floor may affect giving, but gift bunching strategies — supported by the right tech stack — can help nonprofits maintain donor momentum.

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You Did a Wealth Screen — Now What?

August 16, 2023 Bethany Baron

You took a donor list, performed a wealth screen, and are now staring at a spreadsheet full of data and wondering how to make sense of it all. Here are five methods I use to help organizations maximize the benefits of wealth screening.

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The Benefits of Using a Wealth Screening Tool for Your Nonprofit’s Fundraising Efforts

May 3, 2022 Mark Becker

Wealth screening can be an incredibly effective way to improve your nonprofit’s fundraising initiatives. Whether your nonprofit is large or small, it can help you identify which donors are most likely to give, and how much they might give, based on their wealth and giving history.

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