The UAFS Foundation seeks a qualified company to conduct wealth screening services for donor and alumni records, establish wealth scoring metrics for constituents based on wealth indicators and other relevant factors. While modeled scores are acceptable, and may lead to hard-asset screening of qualified individuals, a large portion of scores should be based on hard assets. The UAFS Foundation currently utilizes Raiser's Edge by Blackbaud for their CRM software. Screening results must be completed and delivered no later than October 27th, 2014.
Quotes are due by September 26th, 2014.