WealthEngine

WealthEngine CEO Perspective

Our focus as a company has always been on our clients and continues to be our number one mission as a company. WealthEngine CEO, Francis (Tony) Glowacki shares some of our recent news and future projects currently taking place around the company.

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

Developed by WealthEngine and Heller Consulting, this new whitepaper addresses how to integrate wealth data into your DMS, key factors to consider, and offers case studies and worksheets for building a successful integration plan, which is useful for organizations looking to optimize their data management processes and use of technology.

Partner Profile: Advancement Partners Inc.

For over 20 years, Advancement Partners Inc. has provided institutional advancement consulting and capital campaign management for Catholic secondary education.

WealthEngine Recognized with Awards & Nominations

Every year seems to be a banner year for WealthEngine - company focus on innovation keeps new product offerings flowing and rising client rosters providing direction on where to turn next. 2011 has brought a bonus; WealthEngine has been recognized with several prestigious awards and nominations that showcase our dedication to advancing prospect research and market leadership.

Our Help Tools: For Those Who Mean Business

WealthEngine's Client Support Team is always here to assist you with any questions you may have. We provide you with documents, videos and webinars - all free of charge - to help you understand how our products work.

Identifying Your Circle of Friends/Inner Circle Connections

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?

Upcoming Events

Join us at one of our upcoming conferences or speaking engagements.

Convio Summit
October 3-5, 2011
Baltimore, MD

AHP International Conference
October 19-22, 2011
Boston, MA

CRD Conference
November 7-12, 2011
Washington, DC

Upcoming Webinars

Join us for our free webinars

Fundraising Intelligence: Integrating Wealth Data into Your Donor Management System for Better Fundraising Results
September 21, 2011
1:00-2:00pm Eastern

Proactive Fundraising: Uncovering Hidden Potential for Arts & Culture Organizations
September 27, 2011
1:00-2:15pm Eastern

Speaking Engagements

Convio Summit
Elizabeth Schiffmann and Keith Heller
October 3-5, 2011
Baltimore, MD

CRD Conference
Tricia Ambler and Elizabeth Schiffmann
November 7-12, 2011
Washington DC

WealthEngine Product Training

Need a refresher on your WealthEngine products? Take advantage of weekly, live training courses on FindWealth Online.

• Introduction to FindWealth Online℠ - Tuesdays at 2:00pm Eastern
• Applications of FindWealth Online℠ - Wednesdays at 2:00pm Eastern

Job Board

Looking for a New Position? Need to Hire a Prospect Researcher?

If you would like to post your organization’s opening to this list, please send the job description or link to marketing@wealthengine.com. Postings will remain for 60 days.

Staff Profile: Curtis Baugh, Manager of Client Services

We are pleased to announce the recent promotion of Curtis Baugh as Manager of our Client Services and Client Training teams

Tools for Every Research Request: New Prospect Research Website

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.