Say that you’re the leader of a mission-driven organization that’s poised to scale up. You have compelling evidence to show that your program gets results and a well-rehearsed elevator pitch. All you need is a chance to get in front of the right people.

You could spend hours poring over Facebook pages or Googling potential donors. Or you could take a cue from Andrew Bernstein, major gifts director for the YMCA of Greater New York. He goes right to Relationship Science, or RelSci. It’s an...

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