February 2010

Article on Strides in Advancement Services

An article in the Feb. 22nd issue of the Philanthropy Journal discusses strides in advancement services and the leadership role John Taylor has played in developing the profession. John wears many hats in the advancement world but is, by day, the Associate Vice Chancellor for Advancement at NC State University in Raleigh. NC State is a WealthEngine client and we want to thank John for his ongoing contributions–and tireless commitment–to the field.

New Thursday Workshop–Financial Filings Basic Training: Identifying Wealth within SEC Insider Filings

Individuals classified as public company insiders are likely a small but notable portion of your overall prospect pool, and the only ones with actual, personal stockholdings that you can access. Join us this Thursday at 1 pm EST as we uncover the basics of understanding how to interpret wealth and biographical information of fundraising prospects contained in financial statements filed with the U.S. Securities and Exchange Commission (SEC). We will review how to locate, navigate and read the company proxy statement, as well as forms 3, 4, and 5 insider trading documents.

WealthEngine Expands UK Prospect Research Service with FAME Data

WealthEngine today announced the expansion of its UK prospect research solution to include data from the FAME company database. Developed by Bureau van Dijk, with data sourced from Jordans, FAME is well respected for its depth and quality. The FAME data extract being integrated into WealthEngine contains comprehensive information on directors and stakeholders at more than 4 million public and privately-held companies in the United Kingdom and Ireland.

Calling all Community Colleges…

Please join us for a free webinar to review the findings in WealthEngine’s latest white paper, Community Colleges: Growing Individual Giving with Effective Prospect Research. The webinar will provide an overview on giving to community colleges and highlight key strategies for implementing best practices within each institution’s development department.