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Wealth Screening Applicants

  • 1.  Wealth Screening Applicants

    Posted 24 days ago
    I've been asked if it's possible to wealth screen applicant families. Not accepted families, which we do wealth screen as we add them to our CRM, but applicants. What advice to folks have for this scenario? Thank you.

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    Liz Dixon-Eversole
    Director of Advancement Operations
    Milton Academy
    liz_dixon-eversole@milton.edu
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  • 2.  RE: Wealth Screening Applicants

    Posted 24 days ago
    I think that will depend on whether you have informed those applicants that the information they have provided on the application will be used for other "Milton-related business purposes."

    Ethically, I do not think you can use application information for anything other than acceptance processes unless you have stated otherwise.

    You would probably want to seek the advice of your Counsel regardless.  There could be state privacy rules at play.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: Wealth Screening Applicants

    Posted 24 days ago
    Thanks, John.

    I said the same thing--that we would have to be clear that we were using the data beyond the application and through a 3rd party--but received some pushback so wanted to check in.

    I appreciate it!

    -Liz

    Liz Dixon-Eversole
    pronouns: she/her/hers
    Director of Advancement Operations
    Milton Academy | 170 Centre Street | Milton, MA  02186
    Office: 617-898-2374