2017 Summer Newsletter


Message from the CEO

Greetings to all and welcome to the summer WealthEngine Customer Newsletter. It’s been an exciting summer, and we’re eager to share the latest updates at WealthEngine with all of you. We are proud to be the leader in the fundraising industry. We understand the challenges you face on a day-to-day basis and how wealth intelligence can help. It all begins with gaining a better understanding about your donors and prospects, and their needs, interests, and inclinations.

We’re excited to give back to you in our quarterly newsletter. As a break from previous issues, we have decided to focus this one solely on fundraising. After all, our products and solutions were created to help fundraising professionals learn more about their potential donors and maximize their contributions.

The highlight of our summer was sponsoring this year’s APRA annual conference in Anaheim, CA. This year, we were proud to make a splash at the show with an increased presence. We had the opportunity to present to an audience of fantastic prospect researchers, network with clients, and learn more about the challenges you face and how we can best help you. I had the pleasure of attending myself, and it may have been the best event that I have participated in over my three years here at WealthEngine. The customer engagement was terrific; the general presentation content was extensive and topical; and the overall goodwill with partners, prospects, long-standing customers, and nonprofit leaders was as strong as I’ve seen. I look forward to returning next year when the event makes its way to the east coast in Pittsburgh.

At APRA, we announced our integration with Omatic Software. Omatic has served the nonprofit industry for years, helping them to advance their fundraising and database management by integrating, extending, and optimizing software and processes. We have worked with Omatic to develop and release the ImportOmatic Connector for WealthEngine. We know how much our clients appreciate the convenience of accessing WealthEngine data directly in their fundraising software. The ImportOmatic Connector does that, allowing for seamless integration of WealthEngine data directly into Raiser’s Edge™.

Our last big piece of news for the summer has been the expansion of our customer service offerings. We are committed to our clients’ success. We’ve heard your request for more personalized support in using wealth intelligence to achieve fundraising goals, so we have some exciting new offerings for you. Starting immediately, we have added an additional 30 minutes to our already free weekly trainings. We’ve added open office hours with our knowledgeable nonprofit WE consultants for advice on industry best practices and strategy. We’ve also created a bi-weekly discussion for you to engage directly with our Director of Client Services, Josh Vichness. Finally, we’ve extended our support hours to 8 PM ET to accommodate our west coast clients. All of this is offered to you at no additional cost.

With all the excitement of the summer, it’s easy to overlook that we have more coming up. We are committed to providing you all with additional resources and content to help you meet your demands and challenges. As such, we feature best practices and industry trends within our regular blog articles, customer success stories, webinars, and published thought leadership. Our most recent features are listed in our newsletter below.

We are proud of the 3,000+ organizations that are part of the WealthEngine customer family. We are committed to providing the best wealth intelligence products and solutions, and the industry’s most experienced team to assist you in achieving your goals. Please share your feedback with us and let us know what topics you would like to learn more about in future newsletters.

With regards,

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What’s New at WE?

Customer Success Story | Funraise
Funraise expands the core capabilities of their fundraising platform by offering real-time wealth screening through the WealthEngine API. Learn More

Publication | The Data-Driven Annual Fund
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. Download Now

Product Update | WE Salesforce Connector is Now Lightning-Ready
The WE Salesforce Connector for Nonprofits is now Lightning-Ready and available on the Salesforce AppExchange. The app lets organizations integrate comprehensive donor and prospect wealth data, ratings, and scores within Salesforce in real-time. Learn More

Product Update | WE Launches Batch API
WE are excited to announce that we have recently released a new Batch API. The WE Batch API enables you to run up to 100 names at a time in a single API call. Learn More


Product Update | WE Donations Data
WealthEngine knows that understanding charitable giving history is an important component that influences and aids in understanding where you focus your outreach efforts. Because of this we are continually adding donations data and improving our charitable and political donations matching logic.

In a continued effort to refine our sophisticated matching logic, WealthEngine has better leveraged the use of our wealth scores to ensure donations align with an individual’s wealth and giving signals. Matching using name uniqueness, geography, and spousal information has also been improved to provide more accurate information and matching within our charitable and political donations database.

Along with the improved matching logic, new visual enhancements include the addition of charts and table functionality for ease sorting, deleting, verifying, and exporting your data. Take a look for yourself and make sure you click on More Details within the charitable donation section of a profile.


Services Update | New Free Enhanced Customer Support Features
We are committed to our nonprofit clients and continually work to ensure you are receiving the most value from your relationship with WealthEngine to help your organization’s mission. Because of this, we have enhanced our customer support by launching new free features:

  • Ask the Trainer: An additional 30 minutes has been added onto the weekly group training sessions. During this time, clients can ask our seasoned trainers any questions they have about WE products and services.
  • Chat with Josh: Pose questions to Josh Vichness, Director of Client Services, during this bi-weekly session.
  • Nonprofit Consulting Office Hours: Speak with WE consultants for advice on industry best practices and strategy in this bi-weekly open forum.


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WE Spotlight: APRA Prospect Development Annual Conference 2017

Prospect Development 2017 – WOW! This wasn’t just a conference but rather an experience, one that was filled with passionate industry professionals and thought-leaders. Even better, this was the 30th anniversary and we could not have been more excited to be there to celebrate this milestone.

Where do we begin?

The conference kicked off with an 80’s themed reception complete with bright colors, scrunchies, side ponytails, blue eyeshadow, and music that brought back some great memories (and maybe a few flashbacks of some questionable outfit choices). We were especially excited to sponsor the reception, which included WE Mint to Be, the signature cocktail for the evening. We hope everyone enjoyed their mojitos!

We also enjoyed helping make the conference experience as best as possible. Besides the opening reception and the cocktail, you may have noticed the WE charging station which many attendees used to take a break and recharge their batteries, both literally and figuratively.

One of our favorite parts of attending Prospect Development every year is having the chance to speak with clients and prospects in-person. We even had a bigger booth this year so we had more room to meet with everyone! It’s such a great opportunity for us to hear firsthand about what’s working and what you’d like to see from us in the future. We also love talking about what’s happening in the nonprofit world in general and how it impacts what you do. It’s exciting and every year new trends emerge as a result of the evolution of fundraising. The knowledge of everyone at PD 2017 continues to be astounding and immeasurable.

Speaking of knowledge, we enjoy sharing what we’ve learned and discovered since the previous year’s conference. Several WE colleagues had the opportunity to present to some excited audiences:

  • John Andrews, one of our top data scientists, presented as part of the Data Analytics Symposium. He brought some magic to the group, discussing predictive model interpretability and data accuracy in his Disney themed session.
  • One of our knowledgeable consultants, Anna Sheehan, spoke about major gift portfolio analysis and how WE solutions can be used to direct major gift officers to their best potential targets.
  • As part of an interactive session members of our sales team spoke about the importance and impact of using real-time strategies to identify an online donor’s giving capacity as the donation is being made.

An additional highlight to PD 2017 was being neighbors with Omatic Software in the exhibitor hall. We recently announced the launch of the ImportOmatic Connector for WealthEngine which provides nonprofit organizations with a more flexible way to import, map, clean, and customize WE data in Raiser’s Edge™. We were very excited to jointly speak with conference attendees about the Connector and how easy it is to use.

Since the conference was in Anaheim we couldn’t miss out on a chance to visit Disney. WE President and CEO, Mark Logan, hosted a fantastic dinner at Tortilla Joe’s in the Magic Kingdom with 30 clients and prospects. The conversation was lively, with topics ranging from favorite sessions at the conference to how organizations are utilizing WealthEngine to who had the best swag (we may be biased but our WE socks were a hit with attendees).

Overall, WE had a great time at APRA Prospect Development 2017 and celebrating 30 years of industry leadership. We couldn’t begin to count the number of valuable conversations we had and everyone we interacted with. We look forward to next year. See you in Pittsburgh!

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Product Deep Dive – ImportOmatic Connector for WealthEngine

We recently announced our partnership with Omatic Software and the launch of the ImportOmatic Connector for WealthEngine. We are very excited to partner with Omatic to provide nonprofit organizations with a more flexible way to import, map, clean, and customize WealthEngine data in Raiser’s Edge™.

Available for on-premises versions of Raiser’s Edge, the ImportOmatic Connector for WealthEngine allows users to easily sync and automate wealth data. Users also have control over who to screen and what information should be saved to a record. Additionally, ID is used for matching so users do not need to worry about creating duplicate records.

The Power of Raiser’s Edge and WealthEngine — at Your Fingertips.
Now, the choice is yours. The connector gives you the flexibility you need to screen for donor wealth and then act on it.

Karen Burlingame, Data Systems Coordinator at MultiCare Health System, shared, “With the ImportOmatic Connector for WealthEngine, setting up a profile is much easier than before. What would easily take a full day to prepare and screen my file, will now move much faster, eliminating the need for an upload altogether. This is a big win not only for myself but for my whole team.”

Contact us now for more information on the ImportOmatic Connector for WealthEngine.


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A Look Ahead

Webinar | August 17, 2-3 PM ET
Accessing Wealth Data in Real-Time Through an API: It’s Not as Difficult as You Might Think
Join us for this product webinar on the latest enhancements to the WE API, and see how our client Funraise is utilizing it to enable real-time screenings. Register Now

Event | August 13 – 17 | San Diego, CA
Tessitura Learning & Community Conference
WE are excited to be a Bronze Sponsor of TLCC2017. We invite you to come visit us at the WealthEngine exhibit table. Learn More

Webinar | August 31, 1-2 PM ET
Best Practices in Prospect Management for Year-End Fundraising Efforts
Join us for this webinar to learn how WE can help you identify, segment, and engage top prospects for your year-end fundraising efforts. Register Now

Event | August 28 – 30 | Chicago, IL
DMA 2017 Chicago Nonprofit Conference
If you are attending, please be sure to check out our session on Day 2 at 9 AM titled – “PG-13: 13 Data-Driven Techniques to Identify and Cultivate.”. Learn More

Event | September 26 – 30 | San Diego, CA
National Catholic Development Conference
We are an exhibiting sponsor at this year’s conference. Please be sure to stop by the WealthEngine booth to learn how we can help you take a data-driven approach in your development strategies. Learn More

Event | November 6-9 | San Francisco, CA
We are excited to be at Dreamforce again this year. If you are attending please be sure to stop by and see us in the Salesforce.org zone. Learn More

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