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Part two of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. In our previous post we discussed how using evidence-based metrics can improve your fundraising efforts. The fir …

May 30, 2017 2 min read
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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 …

May 16, 2017 3 min read
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Social data comes from various outlets.  It’s not just your online presence; it is in-person meetings, networking events, phone calls and even gossip. You capture all of these points in your database, building detailed profiles. With all of t …

March 30, 2017 2 min read
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Depending on who you ask, it’s quite possibly one of the best times of the year – the NCAA basketball tournament. In the spirit of the competition we decided to take a look at the wealthy individuals in the city each university in the Final Four is loc …

March 27, 2017 < 1 min read
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Annual funds are as different and varied as the organizations that run them. From the large-scale direct marketing solicitation of tens of thousands of prospects to the targeted email blast to a few hundred regular donors, annual giving remains the bac …

March 21, 2017 < 1 min read
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At the risk of dating myself, we’re going to take a trip down memory lane today. Let’s jump in the way-back machine and look at the business application journey since the 1990s. It’s interesting to see the evolution of business applic …

March 14, 2017 3 min read
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In honor of Valentine’s Day we analyzed the wealthiest bachelors and bachelorettes in the country. Take a look at the infographic below to see where these singles live, what they’re interested in, how charitable they are, how many properties they own, …

February 14, 2017 < 1 min read
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Wealth intelligence allows luxury marketers to truly understand the affluent consumer and their wealth, demographic and lifestyle attributes. This insight is critical, as marketers work to build targeted marketing strategies that reach the most qualifi …

February 7, 2017 < 1 min read
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Data is only your most important asset (after people, of course!) if it’s clean, consistent, accurate and complete.  If data is not maintained to these standards, any reporting or analytics done on top of it will be less than reliable.  We offer …

September 26, 2016 2 min read
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Fall and holiday planning is in full swing and customer-centric brands have an opportunity to drastically improve the consumer experience – with wealth data. Wealth data has become the “must have” data point for brands and retailers who know how to max …

September 16, 2016 < 1 min read
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With the explosion of using data and analytics in nonprofit environments, it’s no surprise that more effective methods of identifying and segmenting donors and prospects are emerging.  With the use of analytics and the appropriate sourcing of rele …

September 8, 2016 2 min read
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Last week, we covered the various ways marketers could use consumer-level data to help their outreach. Go back and read for yourself if you missed it. This week, we shift our focus to the sales team as we wrap up our post on how sales and marketers can …

August 19, 2016 2 min read
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Marketing has become a data-driven function at most companies. Gone are the days when the Don Drapers of the world thought up extravagant marketing campaigns and executed them without running tests or conducting detailed ROI expectation studies. Accord …

August 15, 2016 2 min read
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I can’t tell you how many times I’ve seen a nonprofit plunge head-first into a capital campaign.   Here’s the scenario: A capital campaign gets fast tracked to start. Great, right? Well, no feasibility study has been performed. An astronomically h …

July 22, 2016 2 min read
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WealthEngine works with nonprofits across the spectrum, from the largest universities, hospitals, and international aid organizations to local and regional arts and social service agencies.  Many of those who reach out to us are startups who have …

July 1, 2016 4 min read

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