WealthEngine

CEO Speaks: Introducing FindWealth 8: The Next Generation of Wealth Intelligence

Two years in development, WealthEngine releases new wealth intelligence platform for more effective fundraising and development.

Sneak Preview: Check Out FindWealth 8’s New User Interface

Haven’t had a glimpse into FindWealth 8 yet? Check out the intuitive, user-friendly interface.

New Case Study - Don’t Go In For the Ask Blind: Like Arena Stage, Fundraise with the Lights On!

New case study shares how Arena Stage utilized WealthEngine’s wealth screening and grew giving by 35%.

Partner Profile: Prospect Research and Fundraising Unite on Agilon’s ONE Solution

While WealthEngine data can be imported into almost any enterprise DMS or CRM, we’ve partnered with Agilon to develop a seamless integration package.

WealthEngine Institute: New Fundraising Resources Available

WealthEngine Institute continues to share fundraising research and resources.

Product Training & Support: Transition Steps for FindWealth 8

WealthEngine clients have the unique opportunity to transition from FindWealth Online to the new FindWealth 8 platform at no additional cost to their existing subscription. This means that you can take advantage of the latest technology for prospect research as soon as you are ready to make the move.

Quick Tips: Getting Started with FindWealth 8’s Person Search

The Person Search is at the heart of WealthEngine's prospect research solutions and is the first step when using FindWealth 8.

Staff Profile: Cong Qian

Meet WealthEngine's new Vice President of Analytics - Cong Qian! Cong comes to us with a deep wealth of knowledge and years of analytical and modeling experience.

WealthEngine Product Training

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

• FindWealth 8 Training - Tuesdays at 2:00pm Eastern
• FindWealth Online Training - Tuesdays at 2:00pm Eastern

Upcoming Events

Join us at one of our upcoming conferences:

Mid-Atlantic Researchers Conference (MARC)
March 6-8, 2013
Washington DC

AFP International
April 7-9, 2013
San Diego, CA

IDPE Annual Conference
June 10-11, 2013
Newport, UK

Bridge Conference
July 31-August 2, 2013
Washington DC

APRA International
August 7-10, 2013
Baltimore, MD

AHP International
October 2-5, 2013
Toronto, ON

Upcoming Webinars

Join us for our free webinars:

Best Practices in Fundraising for Advocacy and Community Organizations – 2013 Release
February 14, 2013
Tricia Ambler, Senior Client Consultant
Sally Boucher, Director of Research

How to Attract, and Close, the Right Real Estate Gifts
February 26, 2013
Dennis Bidwell, MBA, Principal, Bidwell Advisors
Thomas Mesaros, President and CEO, Alford Group
Vicki Claussen, Director of Consultant Alliances, WealthEngine

Helping Nonprofits Raise More Money for More Good
March 13, 2013
Lindsay J.K. Nichols, Communications Director, GuideStar
Sally Boucher, Director of Research, WealthEngine

The Data Driven Annual Fund
March 27, 2013
T. Clay Buck, Senior Client Consultant

Data Drives Timely and Relevant Engagement
April 2, 2013
Geoffrey Peters, President, CDR Fundraising Group
Sally Boucher, Director of Research, WealthEngine

6 Easy Steps to Creating a Written Fundraising Plan
May 14, 2013
Sandy Rees, Get Fully Funded

Using Analytics for Better Decision Making
June 4, 2013
Sally Boucher, Director of Research

Speaking Engagements

Join us at one of our upcoming speaking engagements:

NeighborWorks
February 20, 2013
Atlanta, GA
Tricia Ambler, Senior Consultant

Southeast Venture Conference
March 13-14, 2013
Charlotte, NC
Tony Glowacki, CEO & President

AFP Shenandoah Chapter
March 21, 2013
Shenandoah, VA
Sally Boucher, Director of Research

Independent Education Spring Development Conference
April 17, 2013
Washington DC
Tony Glowacki, CEO & President

AFP Central New York Fundraising Day
June 10, 2013
New York, NY
Sally Boucher,  Director of Research

APRA’s 26th Annual International Conference
August 9, 2013
Baltimore, MD
Sally Boucher,  Director of Research
Cheryl Wilmer, Training Manager

Social Media: Stay Informed

Enhance your networking opportunities, stay informed of happenings and increase your fundraising efficiency by following WealthEngine on our social media sites to learn about our upcoming free webinars, read relevant and timely articles and postings, connect with others through our LinkedIn pages, and see where we'll be next so we can meet you in person.

WealthEngine is Hiring: Open Positions

Are you looking for a position that is not just a job, but an adventure? WealthEngine is hiring! We pride ourselves on being an open, dynamic, collaborative and innovative team.

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.