WealthEngine

Creating efficient workflows for prospect research can help you manage knowledge across fundraising and other departments to ensure the right people have access to donor data when and where they need it. WealthEngine partners with leading Donor Management Systems (DMS) and Customer Relationship Management (CRM) providers to offer clients an end-to-end nonprofit fundraising service.

• Available for virtually every industry-leading DMS/CRM system, including Salesforce
• Link out from a specific record in your DMS or CRM directly to FindWealth Online to access a donor or prospect’s wealth profile
• Update constituent records within your DMS or CRM in real time
• Integrate over 50 data elements into your DMS or CRM—important elements like the prospect’s Propensity to Give (P2G) score, estimated giving capacity, real estate holdings, board memberships and stock holdings
• Use WealthEngine scores to help drive fundraising strategy, pull prospecting lists and define ask amounts and timing
• Set protocols for staff access to the wealth intelligence within your DMS or CRM