WealthEngine

In the webinar “Using Analytics For Better Decision Making,” Sally Boucher briefly described “Gap Analysis” as a step in the overall strategic planning process.  The main point was to explain that analytics is infused throughout the entire strategic planning process rather than being a single step in the process, or worse, residing completely outside the planning process.

Having been with WealthEngine for 12 years, there is much to reflect upon; creating the foundation of our search platform out of my home office, developing FindWealth Online with trusted staff who still arrive at our offices each day with fresh ideas, listening to and leveraging our client’s knowledge to share fundraising

Second Edition Introduces Two New Best Practices, Highlights Impact of Social Media and Shares 6 Case Studies Focused on Improving Fundraising Results.

Agilon’s ONE donor management system helps nonprofits manage their donors’ gifts, prospect records, relationships, honor rolls, event attendance, memberships, scholarships, and capital campaign gifts.

WealthEngine continues to build its collection of charitable donations each month including charitable gifts, Federal Election Contributions and State Political Donation records. The database is one of the largest, most current charitable donations databases in the country, with more than 54 million records. Remarkably, some giving data traces back to 1871, however, the majority of these records cover more recent years with a focus on larger, more meaningful donations that can help inform cultivation strategy and ask amounts.

We all know how it works: you research an individual or you screen a list of donors or prospects and your results are returned ready to go. How “ready to go” the results are is subjective depending on your organization’s needs and processes. In some cases, prospect researchers will begin the process of validating the data so each constituent can be segmented and moved into the appropriate donor or prospect category (major gift, annual giving, etc.).

WealthEngine is pleased to announce the promotion of Sally Boucher as Director of Research. For over 4 years, Sally served and managed our Platinum Consulting team, providing prospect research support and fundraising guidance to many of the world’s largest and most successful nonprofits.

WealthEngine is conducting a mini-survey to identify the primary fundraising strategies which will be used during 2012, and how that has changed over 2011.  In addition, we’re looking for your insights on which fundraising strategies have been most successful for your organization.  The survey should take no more than 5 minutes of your time, and the results will be shared on this blog in February.

Industry Insider: WealthEngine becomes a proud member of the Luxury Marketing Council.

WealthEngine, the world’s leading provider of wealth identification and information-based prospecting, announced January 9, 2012 that it has joined the Luxury Marketing Council.

As 2011 comes to an end, all of us at WealthEngine would like to wish you a happy holiday season. We'd also like to hear what you're looking forward to in 2012 - all those funny, frivolous and focused resolutions--from eating healthy to hitting aggressive fundraising goals.

We wish you much success as we move into 2012!

Share Your 2012 Resolutions >