When preparing for a campaign, colleges and university advancement teams have a large number of prospects available to them including alumni, the parents of incoming students, etc. Conducting a wealth screening provides you with data and insights on these prospects that can, and should, be used in your campaign planning. All of this data, however, can become overwhelming and underutilized, resulting in missed opportunities.

Join WealthEngine and Heller Consulting on Tuesday, July 18th at 2:00PM ET for our webinar...Read more

Part One: Professional Development and the Development Plan

Executive Directors and Development Directors are often faced with some significant challenges when it comes to fundraising. While the magnitude of these challenges can vary, they are not insurmountable. In this two-part blog series we share resources that may help overcome or alleviate some of these challenges. Identified challenges include:

  • Many development directors have had limited firsthand experience securing gifts, and the applicant pool for development professionals is woefully
  • ...Read more

There are two ways to build a stronger fundraising program: understanding your donors better and identifying new prospects. Integrating wealth data into your donor management system (DMS) or customer relationship management (CRM) system can help you achieve both, and is the key to enhancing data-driven workflows and data access. Data integration gives team members across your organization more insight on your donors and prospects.

One of the...Read more

We all know the finest prospects are those who align themselves with your mission, have great wealth and donate - the perfect trifecta. However, when shopping for new prospects, how do you know who will meet this criteria? 

By using multiple data collection strategies, you create an efficient prospect pool. Using the tools available to you can maximize your gifts and...Read more

As the end of the year approaches and the giving season ramps up, donors find themselves giving more to their favorite charities. As Giving USA reports, charitable giving continues to rise, in part because of growth in several key economic factors, including: personal consumption, personal income, disposable personal income, GDP, and corporate pre-tax profits.

This information can help your organization better target your prospects as the year comes to an end. Proactively identifying and understanding the prospects in...Read more

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