WealthEngine

Agilon’s ONE donor management system gives you a complete view of your donors including gifts, prospect records, relationships, gift club recognition, event participation, memberships, scholarships and endowments, and capital campaign involvement.  The integrated online community allows you to connect and engage your constituents while ensuring your database records are always up-to-date.  Smartphone access enables you to view and update information right on your mobile phone.

For the last 17 years, Avectra has translated our customers’ needs into a market-leading Customer Relationship Management system (CRM) – whether our customers serve members, non-members, employees and or partners by the hundreds or hundreds of thousands. Our social business solutions allow organizations to engage both internal and external audiences in more sophisticated, relevant and transparent relationships to promote advocacy, community and action while driving business value. Avectra is headquartered in McLean, Virginia with regional offices in Chicago and Orlando.

Founded in 1988, the mission of Campus Management  is to provide robust, elegant and cost-effective software systems. Worldwide, more than 1,300 higher education institutions in 35 countries run on its administrative systems. Hundreds of other non-profits, community service and health care organizations, and other businesses rely on Campus Management to manage their most mission-critical transactions, dynamic relationships, and the complexities of learning, finance, research, and regulation.

Since 1981, CMDI has provided innovative data management solutions for non-profit, corporate and political organizations. Their ability to assess client needs and provide solutions has been evident throughout the company’s 30 year history, particularly for Presidential campaigns. Recently CMDI’s forward-thinking approach has led to major donor fundraising enhancements including club program support, pledge systems, event tracking and fundraising call management that have boosted fundraising efforts.

Convio, Inc. is a leading provider of on-demand constituent engagement solutions that enable nonprofit organizations to more effectively raise funds, advocate for change and cultivate relationships with donors, activists, volunteers, alumni and other constituents.

Datatel is a provider of innovative technology products, services, and insight to higher education. Colleges, universities, and technical schools across North America partner with Datatel to build Strategic Academic Enterprises dedicated to achieving student success. The company has focused on higher education since 1979. Check out a web demo showing the power of the Datatel-WealthEngine integration or contact datatel@wealthengine.com for more information. 

The Donorware Fundraising Software Suite from donor.com equips charities and nonprofits with tools to manage donor data and web presence in one powerful, affordable, cross-platform package. With 30 years of business logic built-in, the suite provider an interactive, multi-user system designed to provide non-profit organizations with effective donor communication, personalized receipting, efficient donor accounting and constructive analysis of fund-raising efforts. The Donorware Fundraising Software Suite integrates with WealthEngine to provide users a more complete profile of their donors and prospects.

Thousands of nonprofits, large and small, are raising more money using DonorPerfectFundraising Software to improve targeting, communicate more effectively and reduce administrative time. DonorPerfect Online, the most comprehensive fundraising management solution available, provides nonprofits secure anytime, anywhere access to complete donor/prospect records, pledge processing, gift management, personalized communications, extensive reporting and analysis, and much more.

Founded in 2001 with customers all over the US, Canada, Asia and Australia, Easy-Ware is a leading provider of solutions for the non-profit community.  Easy-Ware’s Total Info software is a revolutionary fully-integrated, constituent relationship management solution that has been designed to serve all of your agency’s information management needs. Not simply a fundraising solution, Total Info also manages grants, funding, educational programming, patron management as well as box office and ticketing, community and economic development programs, film festivals, legal aid clinics, volunteers, members and much, much more.   Affordable, yet full-featured, elegant in its design and easy to use, Total Info is well suited to any size nonprofit organization.  

eMoney Advisor, LLC provides a suite of award-winning, web-based wealth-management and financial planning tools that offer an aggregated, full view of a client’s financial picture, as well as features and functions that enable more complete planning and better servicing of a client’s needs. eMoney’s suite of tools include eMoney 360 for Needs Analysis and eMoney 360Pro for Comprehensive Financial Planning, Wealth Management and Needs Analysis.  Both tools are used by leading financial services firms and CPAs around the country. eMoney helps advisors attract new clients, retain existing clients, and increase sales to grow and scale their practice.

Jenzabar, Inc. is a leading provider of enterprise software and services developed exclusively for higher education. With more than 40 years of combined experience offering technology solutions to colleges and universities, Jenzabar is the trusted partner of choice to more than 700 campuses worldwide, including private liberal arts, state, and community colleges and business, medical, law and other graduate schools. Jenzabar is headquartered in Boston, Massachusetts, with regional offices located across the United States.

Stronger connections are now just a keystroke away. Highly intuitive, ResultsPlus fundraising software supports the way you work from planning your day to interacting with your donors, tracking your dollars and reporting your results. (Even down to how you personalize your system.) ResultsPlus helps maximize your time and that of your staff and volunteers. So you can focus on what matters most: furthering donor relations and supporting your mission. ResultsPlus is also available as an outsourced, hosted solution—ResultsPlus Online for a fixed monthly fee.

Designed for diverse and complex fundraising programs, Sage Millenium is award-winning, Web-based fundraising software that empowers development professionals to connect more effectively with people and information.

Salesforce.com is the enterprise cloud computing company. Based on salesforce.com’s real-time, multitenant architecture, the company’s platform and CRM applications have revolutionized the way companies collaborate and communicate with their customers. The Force.com is the leading enterprise platform for building and running business applications in the cloud. The Force.com platform powers the Salesforce CRM applications, more than 1000 ISV partner applications and 185,000 custom applications used by salesforce.com’s 87,200 customers. 

The mission of SofTrek Corporation is to provide donor management software, fundraising capabilities, managed hosting services, and technology solutions to nonprofit organizations. Their flexible and easy to use fundraising tools integrate with a nonprofit’s existing applications so donor information can be stored completely in one place. SofTrek’s products are designed to help nonprofit organizations grow their donor base, raise more funds, and improve ROI to successfully support their missions.

SofTrek partnered with WealthEngine to host a live webinar: Prioritizing and Segmenting Your Donors for Fundraising Success. The webinar discussed strategies for screening donor data, integrating screening results into donor management systems (particularly SofTrek’s ClearView system), and using built-in analytics to segment and prioritize the results for major gift, planned giving, direct mail, and special events. 

StratusLIVE™ provides the leading donor management and fundraising software solution for the nonprofit industry, built entirely on the latest Microsoft® Dynamics CRM 2011 platform, and delivered in a familiar Microsoft Outlook or web browser interface. It is available either on-demand or on-premises. StratusLIVE for Fundraisers™ provides true ease of use, familiarity and flexibility - all in a product developed by a team with over 35 years of collective nonprofit experience. Fundraising-based nonprofits can now leverage their existing IT investments and the latest in technical innovation from Microsoft, with the donor management and fundraising expertise of StratusLIVE. The result is a cost-effective, constituent relationship management solution, which ensures a low-risk investment with a high return for any nonprofit. StratusLIVE for United Way is also available exclusively for United Way organizations. For more information please visit: http://www.stratuslive.com or call 757-617-2491.

“StratusLIVE” is the exclusive trademark and service mark for StratusLIVE, LLC, and Federal Trademark Registration is pending.

For 25 years, Telosa Software has been helping nonprofits spend more time building donor relationships and maximizing their fundraising efforts. We are passionate about delivering affordable, easy-to-use fundraising software and information management solutions that empower nonprofits to focus on, and achieve, their respective missions and fundraising goals.