Background investigations – Don’t skip the media report

Due diligence background investigations come in all flavors. They’re generally customised according to industry, level of risk, and time constraints. There’s one component, though, that should be included in all background checks on people and companies – the media report. It’s the section of a background investigation that covers news and social media. The media […]

Read More Background investigations – Don’t skip the media report

7 simple steps to qualify your donors

Unsuccessful fundraisers don’t understand qualification. They don’t recognize its power. They wait for the next wealth screened list. They fiddle with it in Excel or in some other database. They make a few calls. They don’t get any appointments. They give up. Then they say the list was no good. Unsuccessful fundraisers don’t use the […]

Read More 7 simple steps to qualify your donors

Creating a DIY wealth spreadsheet

Wealth advisors need to understand wealth trends in relation to their client’s investment strategies. Their companies have the necessary resources to provide that insight for them in the form of studies and surveys. Surveys dealing with wealth allocation are particularly useful for estimating wealth. In this blog, Kenny Tavares has come up with a list […]

Read More Creating a DIY wealth spreadsheet

Attention marketers: in 12 weeks, the CCPA will be the national data privacy standard. Here’s why.

The California Consumer Privacy Act will effectively be the US national data privacy standard for consumer business and brands when it takes effect on January 1, 2020. (Although enforcement by the California attorney general has been delayed until June 2020, individual and class-action law suits may begin immediately.) As of this writing, that’s precisely 12 […]

Read More Attention marketers: in 12 weeks, the CCPA will be the national data privacy standard. Here’s why.

California Consumer Privacy Act (CCPA): What you need to know to be compliant

The California Consumer Privacy Act could have more repercussions on U.S. companies than the European Union’s General Data Protection Regulation (GDPR) that went into effect in 2018. The California law doesn’t have some of GDPR’s most onerous requirements, such as the narrow 72-hour window in which a company must report a breach. In other respects, […]

Read More California Consumer Privacy Act (CCPA): What you need to know to be compliant

Here Comes America’s First Privacy Law: What the CCPA Means for Business and Consumers

On January 1 2020, a landmark new data law comes into effect, subjecting U.S. businesses to a sea change of privacy regulations. After that date, Americans will be able to demand that charities disclose what personal data they have collected about them, and also ask them to delete that data. The California Consumer Protection Act […]

Read More Here Comes America’s First Privacy Law: What the CCPA Means for Business and Consumers