Thursday Workshops

Whether you are a seasoned prospect researcher or just getting started, our Thursday Workshops can help you put your data to work. Workshops are offered bi-monthly and are open to WealthEngine clients only. Each session is conducted via webinar and is one hour in duration; participation is limited to 25 seats.

Upcoming Workshops include:

Jump Start Your Annual Fund Program 1:00 - 2:00 pm EST, Thursday, May 15
A healthy annual fund is the basis of all fundraising programs, and is vitally important for every nonprofit organization that relies on contributed income to fulfill its mission. You can achieve greater success by sending the right message to the right prospect at the right time. Moderator: Sally Boucher

In this workshop, learn how to:
    • set achievable annual fund goals
    • acquire new donors
    • upgrade existing donors
    • identify major gift prospects
Sphere of Influence: Your Inner Circle 1:00 - 2:00 pm EST, Thursday, June 5
Success often depends on who you know and the same holds true for fundraising. WealthEngine offers a networking tool to help you capture and track who you really know. Our Inner Circle and Circle of Friends functionality helps you tap into your spheres of influence, starting with the constituents you know and leading you to the prospects you want to know. Moderator: Claire Logue

In this session, learn how to:
  • Build an Inner Circle unique to your organization
  • Use Inner Circle contacts in your Major Gift efforts
  • Access your VIPs’ connections through the Circle of Friends
  • Use your Circle of Friends network to make appropriate links to prospective donors
Campaign Management 1:00 - 2:00 pm EST, Thursday, June 19
Why do some campaigns hit their goals early while others struggle for years? The difference may be in the planning and execution. Use research to take control of your capital campaign – from start to finish. During this workshop, attendees will learn about every stage of the campaign cycle and how strong data can make all the difference. Moderator: Tricia Ambler

In this workshop, learn how to:

    • use wealth screenings to set goals and determine overall giving capacity
    • build campaign leadership, generate initial gifts, and capture the low hanging fruit during the silent phase
    • target and find new prospects during the public phase
    • use data for reporting and plan for the next campaign
Creating a Fundraising Road Map 1:00 - 2:00 pm EST, Thursday, July 3
You’ve done your screening and you’ve integrated your results into your donor management system. Now what?  Research serves not only as a snapshot in time, but can also lay the foundation for fundraising plans extending well into the future. WealthEngine’s fundraising expertise and research tools can help you build a road map for fundraising success. Moderator: Claire Logue
Is Your Research HIPAA Compliant? 1:00 - 2:00 pm EST, Thursday, July 17
Designed specifically for hospitals and healthcare clients, this session will explore the impact of the Health Insurance Portability and Accountability Act of 1996 (HIPAA) on fundraising in the healthcare industry. Review the basics of HIPAA rules, how to ensure that your prospect research is HIPAA compliant, and how regulations impact your ability to conduct a wealth screening on new patients. Moderator: Caroline Oblack

In this session, we will cover the following questions:
  • What is HIPAA?
  • What is the difference between researching a patient vs. an existing donor?
  • What kind of patient data can you send for a wealth screening?
  • How does WealthEngine employ privacy and security standards to ensure HIPAA compliance?
Validating Your Data 1:00 - 2:00 pm EST, Thursday, August 7
Back by popular demand. While data screenings deliver powerful results, new information on an individual is only useful if it is, in fact, accurate. Rely on data screenings to expand your research capabilities, but choose wisely regarding how much time is needed to validate each data source and the accuracy of your data. Moderator: Claire Logue

In this workshop, learn how to:
    • Use the P2G ratings when validating your data
    • Create a strategy when your file is property/stock heavy
    • Use the match data sources to assist in the validation process
    • Delete information that doesn’t pertain to your prospect/donor
    • Add additional assets found to update overall estimated giving capacity
Setting the Stage for a Successful Major Gifts Program 1:00 - 2:00 pm EST, Thursday, August 21
When identifying your best major gift prospects, capacity is only part of the story.  Learn how to identify your top major gift prospects based on capacity plus affiliation and interest. Next, prioritize your list so you can interact with different segments appropriately. You’ll be amazed at what you can raise by focusing your attention – and resources – on the segments of your constituency who are both able and likely to give major gifts. Moderator: Sally Boucher

 

Workshops are conducted via webinar with audio by phone. Following your enrollment, you will receive instructions on how to reserve your webinar seat.

Please contact workshops@wealthengine.com with questions or concerns.

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