Company News
Partner Update
Did you know that WealthEngine can integrate into any donor management system? With 53 donor management system (DMS) integrations in place, nearly 300 WealthEngine clients are already linking their WealthEngine results to their donor and prospect data. For a complete list of WealthEngine integration partners, please go to our web site. New additions to our Partner program include:
METAFILE INFORMATION SYSTEMS/RESULTSPLUS—ResultsPlus’s new version 10 was launched by announcing our partnership and showcasing the real-time communications between our two companies. Amanda Reinartz, ResultsPlus Product Manager explains, “Our ResultsPlus customers are now able to work from an integrated application environment to analyze their fundraising data along with research obtained from WealthEngine on an ongoing basis. The benefit of having instant, updatable access to this kind of screening is of incredible value when designing campaigns, whether they are capital campaigns or long-term planned giving efforts.”
SAGE NONPROFIT SOLUTIONS/MILLENNIUM—The release of Sage Millennium version 7.8 brings many exciting changes to the product, including a whole new look. In addition to the new interface; many improvements were made behind the scenes to accommodate the latest technology enhancements, including our robust wealth screening and bi-directional application programming interface (API) capabilities.
Z2 SYSTEMS/NEON—As an evolving, web-based CRM tool, NEON has integrated with WealthEngine to enhance their “all-in-one” fundraising platform. NEON’s cloud computing is well suited for their clients’ real-time data mining in FindWealth Online and batch screening updates.
COMING SOON—WealthEngine integrations will be available with Patriot Systems and Sustain Software.
If you are considering using or working with a fundraising consultant, chances are we already have a relationship with them. With close to 400 consultant partnerships, we are pleased to welcome to our network:
RONALD A. LUNDEEN CONSULTING—Formerly the owner of Northwest Development Counselors, Inc., Ron brings 30+ years of fundraising experience in working with faith-based, higher education and other nonprofit organizations.
WILLIAM F. STOCKWELL & ASSOCIATES, LLC—With a focus on New England nonprofits, William has served nearly 300 clients in his 39 years in fundraising. He has also helped hundreds of development offices advance their technical capacity and is a dealer for Sustain Fundraising Management Software.
For a complete list of WealthEngine integration partners, please go to our web site.
Staff Profile: Steve Knight, WealthEngine Client Service Manager
As a WealthEngine Client Service Manager, Steve Knight works with a portfolio of large nonprofits and institutions of higher education, addressing their implementation, training, and development strategy needs. He brings over ten years of experience in philanthropy and prospect research to assist his clients in their fundraising success.
Steve sees his role as an extension to his client’s development team. “I truly love working in the nonprofit world. For me, professional satisfaction has always been about fulfilling the philanthropic mission of my organization. With WealthEngine, I now get to be a small part of so many great philanthropic missions. It is extremely satisfying to work with so many clients who are doing so much good work.”
Prior to joining WealthEngine in 2008, Steve was Assistant Director of Research, Strategic Initiatives at the University of Florida Foundation for five years. He began his career in philanthropy as Information Analysis Manager at the American Cancer Society, Florida Division, and later served as Assistant Director of Research at the University of South Florida Foundation. Early in his career, Steve worked in various capacities with local government, and as a submarine communications specialist in the US Navy.
Steve is an active member of and regular presenter with the Association of Professional Researchers for Advancement (APRA) International and APRA Florida. He currently serves on the APRA International Ethics Committee, and was Volunteer Co-Chair for both the 2006 & 2007 annual APRA International Conferences.
Steve’s focus on how organizations use their prospect research data to enhance the prospect/donor relationship has led him to speak nationally on the ethical use of information gathered in the research process at both APRA and the Council for Advancement and Support of Education (CASE) conferences. He is also the author of an article in APRA’s Winter 2009 newsletter, entitled “Advancement Research Ethics and the Social Media Explosion.”
Steve sees the advent of social media as significantly changing the landscape of what is private and what is public, and that it is important for nonprofits to carefully balance how such information is used to develop and protect relationships. He states, “Whether you are evaluating your ethics policy or improving your social media use for fundraising, remember that in the end…it is all about the respect and value of the relationship with your donors and prospects.”
To contact Steve, please email sknight@wealthengine.com.