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The Data-Driven Annual Fund is a workbook that focuses on data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI and other key metrics. In...

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WealthEngine is proud to present our Growing Individual Gifts workbook series. The workbook includes background context for the importance of having a strong individual giving program as well as tools for expanding and tracking your organization’...

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WealthEngine is proud to present our new workbook Data-Driven Major Gift Campaigns. A data-driven approach to major gift fundraising and campaigns sets the bar correctly and will assure that any campaign undertaken will have the best...

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Evaluating Return on Investment (ROI) provides great advantage for moving a nonprofit organization’s fundraising office, its management and the board forward in aligning the business of fundraising with their overall philanthropic mission....

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Measuring return on investment can help organizations justify their prospect research and development budgets and perhaps, even more importantly, can provide important benchmarks for understanding the overall cost of raising money. This paper,...

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Nonprofits are adopting and embracing a data-informed decision making culture. As use of data, and the analytic skills that go with it, are increasing, many nonprofits are looking to take the next step towards an enterprise-wide data culture....

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Advocacy and community-based organizations face many fundraising challenges. WealthEngine has written the seminal “how-to” publication to help these organizations, and others, glean best practices to:

  • Raise money and deepen engagement
  • ...
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Effective wealth intelligence combines the art of using wealth, lifestyle and biographical research data with the science of advanced analytics and datamining techniques. It goes beyond simply understanding the wealth and biographical attributes...

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Social media is not only ingrained in our personal lives, it’s become essential for effective nonprofit fundraising. Download the latest WealthEngine Institute white paper to learn how to implement social media within fundraising programs and...

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