Consulting Services

WealthEngine offers experienced Consulting Services with our team of skilled professionals.  Advance the efficiency of your prospect research and fundraising staff by adding a consultant as an additional branch of your team. With superior service and knowledge our consultants will increase your return on investment in prospect research.

Platinum Success Package

  • In-depth analysis of screening file based on client specifications
  • Validation, prospect management and fundraising strategies created based on client goals and resources
  • Custom personalized traning on all products
  • Personal Account Manager with prospect research and fundraising experience

Fundraising Intelligence Expertise

  • Team of consultants with deep experience in fundraising - former major gift officers and prospect researchers
  • Services covering the lifecycle of fundraising, from identification & qualification through cultivation, solicitation and stewardship
  • Examples of specific projects include:
    • Beginning or improving a major gifts program
    • Major gift and prospect research staff training and coaching
    • Annual Fund optimization strategies

Contact Sales

Find out more about our solutions or schedule a demo

Sales: 800-933-4446

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Contact Support

Our support team is standing by and ready to help

Support: 301-215-5980