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WealthQuotient Blog

The WealthQuotient Blog is Focused on topics that help professionals and fundraisers engage with the high and ultra high net worth population. With insights on how they think, act and invest to tips on how to turn them into paying clients and donors. 

The 3 Most Common Mistakes Everyone Makes When Prospecting The Ultra Affluent: 1. Outward In vs. Inward Out.

Over the past decade of working with the top organizations across luxury, financial services, non-profit and higher education, we have observed 3 common mistakes that everyone seems to make when trying to engage the ultra-affluent market.

The 3 Most Common Mistakes Everyone Makes When Prospecting The Ultra Affluent: 2. Being Reactive and Ad Hoc Vs. Proactive and Systematic

Over the past decade of working with the top organizations across luxury, financial services, non-profit and higher education, we have observed 3 common mistakes that everyone seems to make when trying to engage the ultra-affluent market.

Why Your Next Transformative Gift will be a Non-Alumni

As the 2018 CASE Summit in NYC approaches, there will be many topics and trends discussed and covered. One specific topic that many cutting edge institutions will be working through is how they will more effectively raise transformative gifts but not just through the traditional approach from their wealthiest alumni — these industry leaders will be seeking advice and sharing their thinking around how to successfully engage transformative donors who never attended their institution which marks a growing trend in Higher Ed philanthropy.