Product Updates: WebService

• Change the giving history and age amounts when you recalculate results on the History and Advanced Search Results pages. You can also add supplemental rating information, such as additional real estate or other gift knowledge by clicking on the plus sign on the right side of the Results page under “Giving Capacity Report” and “Supplemental Rating Information.”
• Delete a report within the results and then hit the Recalculate button for a revised answer. This is especially useful for reports that are not important to your research or for multiple reports.

• Search match sources within your history section. For example, find out who you have researched that has made Federal Campaign Contributions, or has company information from D&B. This option is available under “Optional Rating Criteria,” titled “Match Criteria.”
• The History folder now shows: influence & inclination, planned giving scores (bequest, annuity & trust) and investment rating.

For more information about these features or how to use them, please contact our customer service department at customerservice@wealthengine or (301) 215-5980.

Training Sessions: Free for Clients

Would you like to learn more about the new updates or great features that WealthEngine offers? Then, sign up for one of our free hour-long training sessions. They are conducted via teleconference and webinar.

WealthEngine offers numerous opportunities to make your research easier and more effective. The following trainings and workshops are offered weekly:

Access Manager 200 Level Training	Mondays, 1 p.m . (EST)
Access Manager 100 Level Training	Tuesdays, 11 a.m. (EST) Thursdays, 1:00 p.m. (EST)
Research Center Training	Tuesdays, 2 p.m. (EST)
These trainings are offered monthly:
Donor Management System Integration Training	First Monday of each month 1 p.m. (EST)
Pinpoint Training	Second Wednesday of each month 2 p.m. (EST)

To register for one of these workshops, please email trainings@wealthengine.com with your name, organization, preferred training date and phone contact information. Following your registration, we will send you a notice with the webinar and teleconference information. Registration is closed two business days prior to the session.

Feature Article: Telosa/WealthEngine Partnership Helps Make Donor Relationships that Work

“Development is all about developing relationships with people. In our modern world, you need a solid way of keeping track of donors. Development, done well, goes beyond logging in gifts and getting out acknowledgement letters,” says Susan Packard Orr, Founder & CEO of Telosa Software, Inc.

Orr should certainly know, as she’s lived a lifetime of philanthropy. She notes, “In my family, I basically grew up thinking about philanthropy, and I’ve learned leadership from a volunteer’s perspective.” She is currently Chairman of the Board at the David and Lucile Packard Foundation, and is a trustee of Stanford University, the Lucile Packard Children’s Hospital, the Monterey Bay Aquarium, the Lucile Packard Foundation for Children’s Health and the Packard Humanities Institute.

As a result, both of Telosa’s products – Exceed! Premier and Exceed! Basic – are designed to meet the needs of development offices and to help both staff and volunteers succeed at their fundraising efforts. Exceed! Premier is a complete and full featured fundraising software which supports virtually all development needs. Exceed! Basic is designed for small to mid-sized nonprofits – and, while it offers excellent features, it is a bargain at $499.

Orr shares why she is excited that Telosa and WealthEngine are partnering. She says, “Donors will, for the most part, come from the group of people who have a special concern about your mission – people who share your values. So, whenever you are developing a major fundraising campaign, you need to connect the values of prospective donors to your organization. WealthEngine really gives an organization the tools they need to make this connection.”

Orr counsels that organizations should “put away their tin cups” and listen to the advice of Kay Sprinkel Grace in her book, Beyond Fund Raising. Grace emphasizes the importance of understanding and developing “the three C’s” in any donor relationship. Orr shares with readers ways that WealthEngine’s products help address “the three C’s.”

• Concern – Major gifts are most likely to come from those who have a deep concern for your organization’s mission. WealthEngine profiles include information such as a prospect’s board memberships, to which organizations they make other major gifts, and clues as to reasons for their interest in your organization.
• Connection – It is important to know what existing connections a prospect has to your organization. Through WealthEngine’s Circle of Friends, a development staff member or volunteer can glean a lot of information. For example, the Circle of Friends data might tell you which of the prospect’s family members or close friends are somehow linked to your organization.
• Capacity – WealthEngine screenings also provide a giving capacity rating, which gives a staff member or volunteer a context from which to work when making a solicitation.

Orr offers a couple of pieces of advice for readers, based on her experiences. First, she says, “Make sure you connect with people, and it needs to be the value connection. Have your ears open all the time. Pick up on every indication that they might give. Listen to find out what a prospect feels is important. And, understand where your organization fits in.”

“Also, remember that you are building a long-term relationship. Development is really stewardship. Getting the gift is the first step in the relationship. After that, it’s making the relationship into a partnership,” concludes Orr.

To learn more about Exceed! fundraising software, visit www.telosa.com

Client News: Oxfam, "WealthEngine Helps Zero In on Prospects"

Claire Frances, Major Gifts Research Officer for Oxfam America, is no stranger to prospect research and the many prospect research tools available to fundraisers for nonprofit organizations around the world. Throughout her more than eight years with Oxfam, Frances had used Wealth ID for its wealth estimator and other information.

Then, when WealthEngine and Wealth ID merged in the summer of 2005, Frances became a regular user – and fan – of WealthEngine. Initially, she had a screening done of all donors who had given $25 or more to Oxfam. Now, she does periodic updates of the new donors.

“WealthEngine allows us to zero in on a prospect in a more timely and efficient manner,” explains Frances. She gives us some examples:

• When Oxfam hosts an event in a particular city, the development staff uses the screenings to identify invitees for that event.
• Oxfam targets certain donors for more marketing, based on the screenings. For example, perhaps a donor has made only one $500 contribution to Oxfam, but the screenings indicates the ability to make a much larger gift.
• Oxfam development staff use the DM scores when planning direct mail campaigns.

“We also have the best sales rep with WealthEngine,” notes Frances. “Bill Tedesco is honest and does a lot for us. WealthEngine always goes the extra mile.”

Frances concludes, “WealthEngine is the best in the industry for what an organization gets for its money. No other company in the prospect-research business offers what WealthEngine does for the same amount of money.”

Questions and Answers:

Q: I’ve noticed a new icon labeled “Export Option” in the History section of my Research Center account. How can I use this feature?

A: The Export Option was created to allow users to easily export search results from searches stored in their History section of their Research Center account. Here is how to use this function:

• Go to the History section of your Research Center account.
• Run a query based upon the criteria you would like to export, perhaps by Portfolio, Estimated Capacity, or DM Score and click “Search.”
• Once in the query results, place a checkmark in the box to the left of the records you would like to export. If you would like to export all of the records in your query use the “Select All” option on the top left-hand side of the frame.
• Now click on the “Export Options” link on the far right-hand side of the History page. A new window will pop up and provide you with options on the Layout, Format and Records to export.
• Make your selections and click on “Export.” A new window will pop up, and notify you that your export has been run successfully.
• Click on the icon “Download Export File.” You may either open the file directly or save it to your computer.

Q: How can I obtain a copy of the Training Manual?

A: WealthEngine clients may obtain a PDF version of our training manual by going to the following link:

http://www.wealthengine.com/pub/documentation/WealthEngineTrainingManual.pdf

Staff Profile: Stuart Entwistle, Vice President of Sales

Stuart Entwistle currently serves as Vice President of Sales with WealthEngine.com, having joined the company in 2003. Stuart’s career, however, is rooted in fundraising. As a result, Stuart’s deep understanding and appreciation for the challenges faced by development officers has enhanced his ability to present the WealthEngine.com products and services to the nonprofit community.

Stuart’s background includes nearly six years as the Director of Corporate and Foundation Relations with Catholic Relief Services, a large international overseas relief and development agency. Following that, Stuart worked for five years with the Episcopal Diocese of Maryland as the Director of Development and Communications where he had a special focus on building an annual campaign and launching a capital campaign. He was then recruited to work with the Washington, D.C. based National Prostate Cancer Coalition, an advocacy and awareness organization.

It was while Stuart was with the Diocese of Maryland that he first became a WealthEngine client. He engaged WealthEngine again while with the National Prostate Cancer Coalition.

“My enthusiasm in sharing the WealthEngine.com products with development professionals is born out of the fact that I saw first-hand how the tools brought immediate and quantifiable results to all phases of my fundraising efforts,” says Stuart. “WealthEngine helped me “professionalize” my overall development operation as well as build a confidence within my entire development team -- volunteers included -- that we were engaging our donors and prospects in an appropriate and thoughtful manner.”

Stuart works from an office in Baltimore where he lives with his wife and three children. In his free time, he enjoys playing golf and doing anything that takes him to the outdoors.

Contact Stuart at sentwistle@wealthengine.com or by phone at (410)628-2742 or (240)722-4375.

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.