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Best Practices for Wealth Screening, A Case Study - Virtual Event

  • Tuesday, March 01, 2022
  • 12:00 PM - 1:15 PM
  • Zoom
  • 19


  • For those individuals who are members of VAFRE.
  • For individuals who are not personally members of VAFRE but whose organization has one or more paid members or who are registering as a guest of a VAFRE member.
  • For individuals who are not members of VAFRE and whose organizations do not have another member and who are planning to attend the program virtually.
  • For VAFRE members who have purchased a 2021-2022 Season Pass but who have decided to attend virtually. You may also register one virtual guest at no charge.

Registration is closed

Our Program

Has your organization recently done a wealth screening or are considering doing one in the near future?

Join us as we share best practices for using data from a wealth screening return to help your organization know where to focus its time and resources to raise more money from your constituents. We will share the steps to take leading up to the data pull, including the selection of a vendor, as well as what to do once you receive the data return. Through a case study example, attendees will learn to use a wealth screen data return to determine who is more likely to make a gift and how to create more donor-specific solicitation strategies. Whether you are unsure of what a wealth screening is or you live inside of your data day in and day out, you will leave this session with tools that can be used for your organization and repeated year after year. 

Pending approval for 1 hour of CFRE credit.

Our Presenters

Megan Rollins, skilled in organizational management, is the President and CEO of Boaz & Ruth. She brings over 15 years of hands-on experience in volunteer management, event planning, and operations. Prior to working at Boaz & Ruth, Megan began her career in the kitchen and bath design industry at REICO Kitchen and Bath. She gained nonprofit experience at Boaz & Ruth as a volunteer, volunteer coordinator, AmeriCorps Director and Chief Operations Officer prior to taking on the responsibilities of President and CEO.

A graduate of Mary Baldwin College, Megan holds a Certificate in Nonprofit Management and a Master’s in Public Administration from VCU. She is a 2015 graduate of Leadership Metro Richmond, received the 2012 Stettinius Award for Nonprofit Leadership and was named the Greater Richmond Volunteer Administrator of the Year for 2011. She is a graduate of the Emerging Nonprofit Leadership Program and Richmond Christian Leadership Initiative. 

Nick Sollog has been a development professional for over 15 years. In 2009 he formed The Sollog Group, a consulting firm dedicated to helping nonprofit organizations raise more money in less time. The group’s practice focuses on capital campaigns, annual giving, database administration, and prospect development. Prior to consulting, Nick worked in the University of Richmond and the University of Lynchburg development offices.

Born and raised in Richmond, VA, Nick graduated from the University of Lynchburg with a BA in International Relations. His advanced education includes certificates from the University of Richmond's Institute of Philanthropy in Grant Writing & Management, Fundraising & Development, and Nonprofit Marketing. Nick is involved in the local community both personally and professionally. He currently sits on the alumni board of the University of Lynchburg and is an active communicant and former Vestryman at Grace & Holy Trinity Episcopal Church. Nick’s professional memberships include the Virginia Association of Fundraising Executives, Association for Advancement Services Professionals, Association of Fundraising Professionals, Association of Fundraising Professionals-Central Virginia Chapter, Apra International, Apra-Virginia, and the Young Nonprofit Professionals Network of Richmond. 

Our Schedule

  • 11:30 a.m. In-person Registration begins
  • 11:45 a.m. Virtual participants may login
  • 12 p.m. Program begins
  • 1:15 p.m. Adjourn

Registration Fees

Virtual registration is $8 for members, $11 for nonmembers who work at a member organization and $15 for nonmembers. The virtual registration fees help support the technology costs associated with offering a hybrid event.

  • If you are not a VAFRE member and do nor work in the office of a VAFRE member, consider becoming a member of VAFRE in order to access reduced registration fees. 
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