September 2011

Identifying Your Circle of Friends/Inner Circle Connections

September 13, 2011

Want to get your foot in the door with those top prospects on your hot list?  Why not utilize your prospects' Circle of Friends List with your Inner Circle connections?

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Tools for Every Research Request: New Prospect Research Website

September 13, 2011

There is a new website for prospect researchers—ProspectResearchResources.com. It serves as a directory of information related to prospect research and fundraising, particularly in listing relevant associations, publications, websites and social media links. The website is considered an open forum—visitors may rank each resource by usefulness and suggest their own favorites.

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Staff Profile: Curtis Baugh, Manager of Client Services

September 13, 2011

Curtis BaughWe are pleased to announce the recent promotion of Curtis Baugh as Manager of our Client Services and Client Training teams. With more than 20 years of client management experience at companies like Thomson Reuters, and nearly a year at WealthEngine, Curtis is well primed to assist our 3000+ clients and their needs.

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Partner Profile: Advancement Partners Inc.

September 13, 2011

Advancement PartnersFor over 20 years, Advancement Partners Inc. has provided institutional advancement consulting and capital campaign management for Catholic secondary education, having raised over half a billion dollars for more than 150 Catholic high schools.

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New Whitepaper: Integrating Wealth Data into Your Donor Management System for Better Fundraising Results

September 13, 2011

New Whitepaper Understanding your donors better and identifying new prospects helps you to build a stronger fundraising program. Integrating wealth data into your donor management system (DMS) or constituent relationship management (CRM) system is the key to enhancing data-driven workflows and data access, and gives team members across your organization more insight on your donors and prospects.

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WealthEngine CEO Perspective - Fall 2011

September 13, 2011

Tony Glowacki There is a great deal of energy surging through WealthEngine right now. Not only is Fall one of our busiest times of the year, we’re also putting the finishing touches on several projects that are scheduled for release in early 2012:

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