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New Product Features: Wealth ID Added to All Screenings

Key Wealth ID features, including stock information, have been added to the Access Manager screening product. Wealth ID’s data identifies and quantifies the wealth of your stock market insiders with our proprietary collection of industry-leading information. Note key stock transactions and pull up a list of all of your individuals with in-the-money options due to expire in the next 90 days. There is a tab on all full-detail profiles (now called “Beyond” profiles) with Wealth ID information. Print reports show individual stock holdings as well as industry-related segmentation of your file.

All future screenings will include the Wealth ID feature – a valuable new resource that has been added at no additional charge to you! If you are interested in conducting a new screening, please contact your salesperson or info@wealthengine.com for more information.

New Names for Our Screening Product

When we added Wealth ID to our Access Manager screening service, we decided to update our product name for clarity. Please note the new name and profile levels:

Old Name	New Name
WealthPreview Screenings	FindWealth Screening Services
Profile levels:	Profile levels:
• Basic	• Basic
• Insight	• Insight
• Detail (or Most Promising Prospects)	• Beyond

WebService Updates

WealthEngine has updated the WebService Research Center and the result is a faster, more streamlined product for you. You may have already noticed that the WebService has a slightly cleaner look – however, all the features that you know and love have remained the same. The update offers:

• Fewer metaserver errors
• Revamped history search function
• Options for adding more information at the start of an advanced search
• Faster response times

We hope that you find the improvements useful to your research. Please don’t hesitate to contact our customer service department at customerservice@wealthengine.com or 301/215-5980 with any questions.

Learning Opportunities: Workshops–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 these free hour-long workshops. They are conducted via teleconference and webinar.

Access Manager Trainings

• April 5, 10 a.m. (EDT)
• May 2, Noon (EDT)
• June 6, 10 a.m. (EDT)
• July 6, Noon (EDT)

WebService Trainings

• April 11, 2 p.m. (EDT)
• May 2, 2 p.m. (EDT)
• June 13, 2 p.m. (EDT)
• July 18, 2 p.m. (EDT)

To register for one of these workshops, please email workshops@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. Space is limited so register today!

Feature Partner: Ketchum, Fundraising Counsel and Services

WealthEngine partner Ketchum, founded in 1919, has partnered with more than 11,000 organizations to raise over $13 billion in contributions. This year more than 75 percent of Ketchum’s clients in active campaigns have received the largest gifts in their history.

Prospect research tools often play a key role in Ketchum campaigns. Sue Acri, Senior Vice President at Ketchum, shares a couple recent campaign stories. The Pittsburgh Zoo & PPG Aquarium has raised more than $10 million toward the $19 million needed to fund several initiatives including its new major exhibit, Water’s Edge, which will feature polar bears, walruses and sea otters. Acri says, “The organization had been traditionally dependent on the generosity of Pittsburgh’s foundations and needed to look for private donors in order to make its campaign a success. The Zoo used prospect-research screening to identify potential major-gift prospects from its membership lists. The key was to screen individuals who already had some connection and then to build deeper relationships with the Zoo in order to interest them in the Zoo’s vision for the future.”

Ketchum’s recommendation for prospect screening tools has also contributed to the early successes of the $87 million campaign at H. Lee Moffitt Cancer Center & Research Institute Foundation in Tampa, Florida. This institution, the only Florida-based NCI comprehensive cancer center, launched this fundraising effort in order to complete its Research Tower Project and to endow research positions. Through WealthEngine screenings, the cancer center has identified prospects and established a plan of best approach for each prospect – whether it be personal major-gift solicitation, direct mail, or strategic calling.

For more information about Ketchum and the firm’s fundraising consulting services, contact Sue Acri at sacri@viscern.com, or visit Ketchum at http://ketchum.viscern.com.

Success Story: WealthEngine Reports Lead to Major Gifts for Massachusetts Eye & Ear

Melissa Paul, Director of Major Gifts & Associate Director, Capital Campaign at the Massachusetts Eye & Ear Infirmary (MEEI), is a regular user of WealthEngine’s DM0 reports. It’s certainly paid off for her and her institution. Melissa credits these WealthEngine reports for two $100,000 gifts received over the past two years.

How does Melissa’s organization use the DM0 reports? Each month, development staff have WealthEngine run DM0 reports on all new patients who visit MEEI during that time period. Then, the development office sends a letter from the MEEI President which describes the organization’s activities related to caring for patients and conducting research. The mailing also includes a reply card that recipients return if they are interested in MEEI events or in receiving more information about the research of their MEEI physician.

Patients who respond are added to the development’s prospect pool, and the WealthEngine screenings also help MEEI determine which of these individual prospects warrant follow-up. This solicitation and screening process is not only HIPAA compliant, but it’s also getting six-figure results.

For more information about ongoing screenings and DM0 reports please contact your sales representative or customerservice@wealthengine.com.

Questions and Answers:

Q: Is there a way for me to save a multi-layer filter that I have created in the Access Manager?

A: To save a multi-layer filter, please perform the following steps:

1. In either Form or Datasheet view, click on the Utilities dropdown menu at the top of your screen and select Advanced Filter/Sort…
2. Your screen will change. Once this has occurred, select Save as Query from the File dropdown menu.
3. You will now see a small pop-up with an empty field. Enter an easily remembered name for the query here and select the OK button.
4. Your query/multi-layer filter is now saved.
5. If you would like to retrieve the saved query, re-open the file and select the Utilities dropdown menu and select Advanced Filter/Sort…
6. Your screen will change again. When this has occurred, select Load from Query…
7. You will receive a pop-up with a list of your saved queries. Select the correct query and click the OK button.
8. Now, in order to apply the query you have selected, click on the Filter dropdown menu at the top of your screen and select Apply Advanced Filter/Sort…
9. You will now be taken back to your original view (either Form or Datasheet), and the filter will be active.

Q: Is there a forum where I can share and inquire about best practices with other WealthEngine users?

A: Please visit the Discussion section of the WebService. This is an area that was created so that all of WealthEngine’s clients can communicate on matters of interest. In addition, this section is monitored by our customer service team to ensure that no question goes unanswered.

Staff Profile: Jay Frost, Chief Strategy Officer

Jay Frost, Chief Strategy Officer, joined WealthEngine in August 2005 following the company’s merger with Wealth ID, where he served as President & CEO. Currently, Jay is involved in exploring new data relationships for WealthEngine here in the U.S. and building products and partnerships in in other countries. He also is a sought-after speaker on wealth & philanthropy, prospect research and international giving, making thirty presentations to organizations around the world in 2005 alone.

Jay has a long history in the nonprofit sector. Among his past positions, he has served as Director of Major Gifts at the International Rescue Committee and as Development Associate at Meridian International Center. He says, “Like many WealthEngine customers, we did not have the time or manpower for extensive internal prospect research at either organization. We were writing proposals, working events, and doing the dozens of other tasks required of development. But, prospect research is a central function of raising money. It enables an organization to be both more efficient and effective by better understanding its market.”

As his career evolved, Jay devoted more time to prospect research, working as a member of the APRA board, writing and speaking frequently and serving on the CASE Industry Advisory Council. Throughout that time, he has worked to promote the use of tools which help development professionals know more about their constituents – and, in turn, raise more money.

“The marriage between WealthEngine and Wealth ID--the two firms which pioneered asset screening and online asset research--allows us to take our products to many more customers. No longer is prospect research just for big institutions. Our tools can be used by any nonprofit organization seeking to better understand its constituency and wanting to raise more money,” explains Jay.

Jay may be reached at jfrost@wealthengine.com or 240/722-4376.

Upcoming Events:

Stop by Our Exhibit Booth at These Conferences

April 21	APRA-Indiana Annual Spring Conference, Indianapolis, IN
April 23 – 25	Association of Healthcare Professionals Regional Conference, San Diego, CA
April 27 – 28	CFA Institute-Wealth Management 2006, Tampa, FL
May 7 – 9	Association of Healthcare Professionals Regional Conference, Colorado Springs, CO