Upcoming Webinars
Register now for our upcoming sessions with industry experts
The Kaleidoscope + DAFinitive® Playbook- Hosted by APRA FL
Stop chasing two-year-old data and step into the "New Reality" of proactive research. Kaleidoscope and DAFinitive® have partnered to bring capacity, timing, and intent together for the first time—and in this high-energy session, we'll explore how that combined intelligence is disrupting the industry. Discover how to identify "invisible" networks through automated relationship mapping, surface wealth hiding inside private companies, catch an insider's next stock sale months before it happens through SEC-disclosed 10b5-1 trading plans, and see which of your prospects have already set money aside to give. The Surprise? Your best data hasn't even been filed yet. We're automating the manual dig so you can focus on the high-level strategy you actually enjoy. See how Kaleidoscope and DAFinitive® act as a force multiplier for your team, instantly turning a cluttered database into a prioritized roadmap. We'll also touch on how Kaleidoscope's 990iQ adds grant intelligence to the picture. Discover how to reclaim your day from the "boring stuff" and transform your role into a visionary engine for foundation growth.
Reading the Signals: Predictive Wealth & Liquidity Intelligence
Understanding when wealth and liquidity may be on the horizon can give fundraisers a valuable advantage. Public data can reveal signals that point to changes in an individual's financial position, potential liquidity, and capacity for philanthropy. This session explores how to identify and interpret predictive wealth signals — helping your team recognize when an opportunity may be emerging and inform more timely, strategic cultivation and philanthropic conversations.
Funding Intelligence: Spotting Emerging Wealth in Private Markets
Discover how prospect researchers can leverage insights from private funding data to identify people with emerging wealth, assess their capacity to give, spot future liquidity signals, and uncover affinity connections to the investment community. You'll walk away with practical ways to turn private-market activity into stronger, better-timed prospecting.
Beneficial Ownership: Power, Connections & Hidden Opportunity
We're talking beneficial ownership. What is it? Who has it? What does it mean — and where can you find it? This session breaks down how beneficial ownership applies to prospect research, and reveals the underlying power and connections it can expose to help you understand who's really behind the wealth.
