May 2011

“Why Go Beyond Screening?”— Benefits of Analytics and Modeling

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How well do you know your donors? Have you clearly identified your target prospects? Looking beyond screening, the benefits of modeling and analytics allow deep identification of prospects that “look like” other donors.

WealthEngine CEO Perspective - Spring 2011

Our focus as a company has always been on our clients - who represent over 2,500 nonprofit organizations and catalyze change around the world.  In the recent aftermath of the earthquake in Japan and the affects of the tsunami throughout the Pacific, we are proud to work with so many valuable organizations providing disaster relief services to those most in need.

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ANSWER: How do I modify and delete data from a profile in FindWealth Online?

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Increased Accuracy and New Data Improves Prospect Research in the United Kingdom

Since our last newsletter, WealthEngine has enhanced our research products for the United Kingdom, adding  three new data sets to the UK services: Matrix Investor Data, Top Wealth Profiles, Marquis Who’s Who.

Matrix Investor data identifies private investors and provides an estimated private investment portfolio. With over 2.7 million Matrix Investor records, the data includes ten fields including the number and type of investments, investor category, and estimated portfolio values.

Partner Profile: Jan Grieff Research Associates

With more than 20 years of experience, Jan Grieff Research Associates (JGRA) has specialized in prospect identification and research for nonprofits, providing organizations with the background material and framework for them to raise funds successfully.

The Wizard of WealthEngine—Behind our Data Security

As many of you in the prospect research world know, it’s common to wear multiple hats especially working at a small nonprofit with limited resources. Well we have our very own multi-hat man at WealthEngine—Mishka McCowan. McCowan’s our behind the scenes data and technology master mind, our magical wizard if you will. Given McCowan’s 11 years at WealthEngine and his extensive experience in technology and security he oversees a multitude of areas including data storage and our security infrastructure.