Part one of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team.

You know that using evidence-based metrics is the key to improving all aspects of your fundraising efforts. You recognize data is useful and can be used in decision making. But do you know what to do with the data you have? Or do you know exactly what data you have and if it’s useful?

If the answer to these questions are “...Read more

Nearly two months have passed since BoardSource — along with its partners at Guidestar, BBB Wise Giving, and AFP — released its new tool, Measuring Fundraising Effectiveness (MFE). In those eight weeks, we’ve seen an incredible amount of interest and feedback from the press, from nonprofits we serve, and from the philanthropic sector as a whole. It obviously hit a nerve! In my nine years here, I have never seen the type of attention and hunger from stakeholders as I have with Measuring Fundraising...Read more

On Wednesday, May 3, our CEO, Mark Logan, joined senior executives and decision makers at the 2nd annual Luxury Roundtable hosted in New York City by Luxury Daily. The goal of the roundtable was to discuss a serious issue facing luxury marketers: how to drive and sustain demand from Generations X, Y and Z whose shopping habits are strikingly different from the silent generation and baby boomers.

Mark joined a panel of experts to discuss “Ecommerce and Mobile: Symbol of the New Path to Purchase.” The focus of their session was how to deploy online and mobile channels to generate new...Read more

You know the importance of improving fundraising operations, processes, and results. This includes any investment you’ve made in wealth screening and predictive modeling, since they’re only as good as your implementation after receiving the data.  So, let’s ask some questions and see if any of these might pertain to your current situation:

  • Are you nearing the end of your wealth intelligence contract? Do you know what steps are crucial for your ongoing success?
  • Are you concluding a multi-year engagement which included screening and predictive modeling and you’
  • ...Read more

There is constant chatter about millennials and whether they work hard or are hardly working. Put this debate aside and pay attention. Millennials are going to have a big impact on our economy. You cannot discount this particular group and their growing wealth, regardless of where your thinking falls on the spectrum of their work ethic. The number of wealthy millennials in the United States is increasing every year with...Read more

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