WealthEngine

A good education is one of the single most important gifts a person can receive. This fact, combined with hard hit endowments and other economic factors, make the need for effective fundraising in educational institutions even more critical.

That’s where WealthEngine comes in. We can help you drive your development efforts by using prospect research to most effectively tap your wealth networks, cultivating and stewarding your most valuable and likely donors. Our unique formula combines wealth and affinity so you get the complete picture of your prospects.

With over 20 years of experience, we offer proven online research tools, comprehensive donor screening, predictive wealth analytics and a seasoned team of fundraising experts that can help you maximize your results. Whether it entails building prospect profiles, screening your parent and alumni databases, leveraging data analytics or optimizing your stewardship, WealthEngine helps hundreds of higher and secondary education institutions fund new programs and raise money for capital campaigns.

• Access comprehensive wealth profiles on individual donors and prospects
• Perform large database screening of past donors or alumnae
• Screen small immediately actionable batches of students, parents, alumnae or other constituents on a daily, weekly, or monthly basis
• Integrate wealth data and predictive ratings into your DMS/CRM
• Segment and prioritize your best prospects using WealthEngine’s “Propensity to Give” (P2G) scores
• Use WealthEngine’s unique Circle of Friends feature to extend your development reach