Understanding WealthEngine’s Nonprofit Ratings & Scores

In this webinar, we discuss and define in detail all of WE’s nonprofit ratings and scores, including:

  • Quality of Match
  • Estimated Giving Capacity
  • Propensity to Give (P2G)
  • Planned Giving Indicators
  • Wealth Ratings (Total Assets, Net Worth, Cash on Hand. Estimated Annual Donations)
  • Inclination Giving
  • Inclination Affiliation
We also discuss best practices for using our ratings and scores post-screening to segment and prioritize donors and prospects for Major Gifts, Planned Giving, and Annual Fund, as well as site some specific use cases and examples.

Nonprofit Webinar: WealthEngine Gets Personal in 9.0

We are thrilled to announce WealthEngine 9.0, the most powerful prospect engagement platform ever. To celebrate, we are hosting a webinar to show you how personalization will change everything you do.

Successful fundraising campaigns create personal interactions. See how WealthEngine 9.0 will help you make those connections with wealth and lifestyle data that is unique to your audience. Nurture your targets on a deeper and more lasting level with the most powerful prospect engagement platform ever.

In this first webinar, we will give you an overview of WealthEngine 9.0:

  • End-to-End Prospecting: Nurture your prospects in a highly personal, relevant, and precise manner
  • Wealth & Lifestyle Intelligence: Quickly learn everything you need to know about your next best prospect
  • Modeling & Scoring: Propensity to Spend (P2S), the industry’s first, advanced data science-based, numerical score to help you hyper-personalize your engagement based on insight into your prospects spending preferences.
  • Campaign-as-a-Service: Turn insights into action and action into knowledge

Speakers:

  • Leo Scott, CTO, WealthEngine
  • Manmohan (Mac) Gupta, VP of Product Marketing, WealthEngine

Commercial Webinar: WealthEngine Gets Personal in 9.0

We are thrilled to announce WealthEngine 9.0, the most powerful prospect engagement platform ever. To celebrate, we are hosting a webinar to show you how personalization will change everything you do.

Successful marketing and sales campaigns create personal interactions. See how WealthEngine 9.0 will help you make those connections with wealth and lifestyle data that is unique to your audience. Nurture your targets on a deeper and more lasting level with the most powerful prospect engagement platform ever.

In this first webinar, we will give you an overview of WealthEngine 9.0:

  • End-to-End Prospecting: Nurture your prospects in a highly personal, relevant, and precise manner
  • Wealth & Lifestyle Intelligence: Quickly learn everything you need to know about your next best prospect
  • Modeling & Scoring: Propensity to Spend (P2S), the industry’s first, advanced data science-based, numerical score to help you hyper-personalize your engagement based on insight into your prospects spending preferences.
  • Campaign-as-a-Service: Turn insights into action and action into knowledge

Speakers:

  • Leo Scott, CTO, WealthEngine
  • Manmohan (Mac) Gupta, VP of Product Marketing, WealthEngine

Accessing Wealth Data in Real-Time Through an API: It’s Not as Difficult As You Might Think

What if you could look up wealth information about customers, donors and prospects in real-time for fundraising and marketing in a streamlined and automated way?

Every day, millions of transactions happen that depend on someone’s lifestyle habits or their capacity to donate, spend or invest. Understanding a prospect’s, donor’s, or customer’s wealth enables you to personalize your offers and calls to action across any channel – website, email, registration forms, call center routing, direct mail.

Join WealthEngine and Funraise as we show how the WE API can transform your engagement strategies and streamline your processes. We’ll discuss:

  • What an API is and how easy it is to add to your workflow
  • Our new Batch API and its benefits
  • How Funraise enables nonprofits to conduct real-time screenings
Speakers:
  • Casey Tantum, Senior Manager of Partner Support and Product Management, WealthEngine
  • TJ Stalcup, API Evangelist, WealthEngine
  • Jason Swenski, CTO and Co-Founder, Funraise