Prospect Research Best Practices

Prospect research best practice recommendations combined with tailored solutions to help nurture both donors and prospects.

January 25, 2019 4 min read
fundraising strategy

A successful fundraising strategy for your nonprofit relies on 3 things: sequential solicitation, focused communication, and donor motivations. Read more.

January 3, 2019 3 min read
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The evolution of big data, and fundraising data analytics, is transforming the way we market to donors and prospects. Read to learn more.

December 12, 2018 4 min read

If you are a fundraiser, it’s definitely no surprise to you that the time for year-end fundraising is right around the corner. Even if you are close to hitting annual targets, #GivingTuesday is a huge opportunity to boost your efforts and help you exce …

November 5, 2018 3 min read
recurring donor

Recurring Donors decrease acquisition costs and make giving more predictable. Read for insights from the 2018 Nonprofit Recurring Giving Benchmark Report.

September 21, 2018 3 min read
p2g

Healthcare fundraising success often relies upon running efficient Grateful Patient Programs. WealthEngine’s P2G score plays a key role in healthcare fundraising. For instance, we talked to a large Midwestern Health System that was already using a diff …

August 23, 2018 3 min read
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Giving Tuesday (or your Local Giving Day) has come and gone. While your “heavy lifting” is done and you’ve raised some money, what can you do to leverage these efforts? WealthEngine can help. WE have put together a great resource to help you in the wak …

December 7, 2017 < 1 min read
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Giving Tuesday. Colorado Gives Day. One Island Giving Day.  Arizona Gives Day. New York Gives Day. Illinois Day of Giving. Giving to the Max Day. All – and there are many more —  are founded with a single goal of bringing awareness to the importance o …

October 16, 2017 2 min read
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When conducting research on your prospects it’s important to work efficiently to identify who best to cultivate. If you’re using WealthEngine you more than likely use our Propensity to Give (P2G) score and Estimated Giving Capacity (EGC) to help segmen …

September 5, 2017 2 min read
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Just as it is with a capital campaign, it’s important to track and measure your annual fund progress, allowing you to pivot and adjust as needed. Evaluate the success (or not such a success) using reports that focus on previously agreed upon metrics. …

July 23, 2017 < 1 min read
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Linda Garrison, CFRE, Senior Consultant, WealthEngine Hot off the press, the newly released Giving USA 2017 draws a line in the philanthropic sand: Of the $390.5 billion given to philanthropy in 2016, nearly 88% of that came from individuals in the for …

July 5, 2017 2 min read
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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 th …

June 27, 2017 < 1 min read
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A critical component to an annual fund is your case for support. Are you presenting a clear, intriguing case for support that is likely to result in donations? If not, you’re leaving money on the table, money that could be used to support your mission. …

June 19, 2017 < 1 min read
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Part three of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. We previously discussed the importance of having a successful data engagement and the value of having the righ …

June 5, 2017 2 min read
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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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