Spring Product Updates Make Research Easier than Ever

We listen to you – and that is why we work to improve our products with upgrades and new features.

• New Look in FindWealth Online – feature buttons (PDF, Hide tabs etc…) on the Advanced Search Results and History Profile pages have new look.

• Print Preferences –The new Print Prefs option lets you choose which areas (Source Details, Giving Capacity and/or Circle of Friends) you want to print or include in a PDF.

• Customizable account layout option in FindWealth Online – Trendy or Traditionalist? Do you prefer the new tabbed display or the traditional cascade display of FindWealth Online Advanced Search and History results?  Visit the “Search Results Display” option under the Preferences link to set your account’s default view.

• Raiser’s Edge WebConnect Plug-In – Tired of typing a prospect's or donor’s name and address into FindWealth Online? The Raiser’s Edge WebConnect Plug-In can help streamline your research efforts with two easy clicks of the mouse. Ask your sales person or client service team members for more information on this feature.  

Keep an Eye Out for New Features Coming this April:

• Increased reporting and printing options in FindWealth Online – Access frequently used reports in FindWealth online and give your staff and board a comprehensive overview of your prospect pool. Create and print reports such as the P2G, Wealth and Rating Overview Reports and the Giving Capacity Report.

• Faster transaction updates and query results within Pinpoint – Now with direct SEC documents, Pinpoint updates and queries will load faster than ever!

• New state political donations data – We’ve shown you how your prospects and donors contribute to Federal Elections through the FEC Donations data source, now see how they act on a local level with our newest data source, State-level Campaign Contributions. This data source will display information such as the contributor, amount of contribution, recipient of the contribution, candidate, party and, when available, contributor’s employment information.

Special thanks to the following clients who tested or provided feedback about our new features launched in winter 2007:

New Partner Announcement: CCS and WealthEngine Partner to Meet Research Needs of Nonprofits

CCS and WealthEngine are delighted to announce their new partnership which began in late 2007. CCS is a full-service fundraising consulting firm which has been helping organizations for more than 60 years. Today, the firm has more than 200 directors around the world who serve every type of nonprofit including organizations in the education, healthcare, religious, international relief and development and environmental sectors. The firm is unique in that it offers on-site, full-time consulting during the run of an organization’s campaign.

“Research is very important to us as fundraising professionals,” says Nicole Thigpen, Vice President of Marketing for CCS. “In fact, there is a growing need for research today for fundraising professionals and organizations. This is one reason we believed it was important to partner with WealthEngine.”

Thigpen notes some other major changes in today’s fundraising climate. “As the nonprofit sector and fundraising has professionalized, CCS has seen an increased call for additional services beyond campaign design and management. We provide a broad range of development services including audits, feasibility studies and interim development office management. We also offer planning and partnership services, including board training and coalition building, to our nonprofit clients.”

Nicole Thigpen

“Beyond a need for more research by organizations in the midst of campaigns or other fundraising initiatives, training is another growing need for development professionals. CCS has a comprehensive internal training program and offers its staff more than 60 different courses,” notes Thigpen.

CCS is involved in campaigns ranging from $1 million to more than $1 billion. Examples of successful campaigns include Habitat for Humanity International’s More than Houses Campaign which raised more than $593 million and Lions Club International’s Campaign SightFirst II which raised more than $146 million. CCS professionals are based in 11 major North American cities as well as in two cities elsewhere in the world; however, CCS directors are onsite working in campaign locations as diverse as Augusta, ME and Budapest.

WealthEngine and CCS look forward to many joint successes in this new partnership.

For more information on CCS, visit www.ccsfundraising.com.

Learning Opportunities: Custom Training Solutions Now Available

Want expert help putting your screening information or FindWealth results to work – using your data and your donor management system for your organization’s projects?

Let our seasoned researchers help; consider scheduling a training session tailored for your organization. Custom sessions include:

• Dedicated trainer
• Analysis of data
• Online or on-site options
• Use of your own data, plus interpretation
• Applied to your organization’s projects

Your trainer will work with you to develop an agenda specific to your organization. Topics may include:

• Identifying your 100 major gift prospects
• Using data for major gifts, planned gifts, annual fund, and direct mail
• Creating custom reports based on your organization's needs
• Interpreting and validating your data
• Identifying your next steps and creating a road map for your organization

12 Hours of Complimentary Training and Online Demos Also Available for Clients

Now is also a great time to take (or re-take) one of our complimentary training sessions or view a product demo. Courses have been revamped and lengthened to include all new product release information and to comprehensively cover product functionality. Seasoned WealthEngine users should consider signing up for the Access Manager 200 Level session which goes deeper into advanced features. Demos are available on the FindWealth Online Help section.

Visit www.wealthengine.com/pub/trainingSchedule.jsp for more information on Custom Training Solutions and a complete schedule of our free client trainings or contact training@wealthengine.com

Client Questions and Answers:

Q: How do I review my FindWealth Online search results in one section?

A: Since the revamping of the FindWealth Online site, when your search results appear in the advance section, each match data source is listed separately under the Source Detail Tab.  If you are interested in viewing your FWO results in one section, the old way, just click on the Hide Tabs button in the upper right hand corner of your results. 

Q: What is the difference between Inner Circle and Circle of Friends?

A:WealthEngine offers the capability to provide a valuable network between the constituents you know with constituents you may not know. This functionality is referred to as Inner Circle and Circle of Friends.

The Inner Circle is organization-specific and consists of your organization's VIPs – individuals, board members, trustees, prior trustees, major gift donors, etc. – that will provide assistance in your major gift fundraising efforts.

Each member of your Inner Circle has his own network of individuals that sit on common corporate or philanthropic boards. This network is captured by our Circle of Friends feature and helps you find appropriate links to prospective donors.

Staff Profile: Daisy Hsiung, Tech Support

Daisy Hsiung

Daisy Hsiung has worked in Tech Support at WealthEngine since 2003. Currently, she focuses on the FindWealth Screening Product’s Access Manager database development and production management. In other words, she is the staff person responsible for developing all those new features in Access Manager that our clients request. For example, right now Daisy is working on creating new options for saving exports. Her ongoing goal is to make Access Manager easier to understand…which is something we all appreciate!

Besides her abilities as a computer programmer, Daisy has a college degree in accounting and has worked as an auditor. One of her hidden talents is running – and she has won many medals for 100-meter and 200-meter races. Daisy also enjoys badminton. She lives in N. Potomac, Maryland, with her husband and two daughters, Megan and Michelle.

“I keep learning new things here. That’s one of the great things about WealthEngine,” says Daisy.

Upcoming Events: Stop by Our Exhibit Booth at These Conferences

WealthEngine will be attending the following conferences in the next few months. We invite you to stop by our booth, say hello and try your hand at the Money Ball - everyone is a winner!