High net worth donors want to make purposeful, actionable, and informed philanthropic decisions. Here are the 6 major questions they’ll ask before they do.
Using a custom data model created by WealthEngine, the organization was able to efficiently move high net-worth prospects along on the donor journey model.
The university found that Major Gifts were a challenge. WealthEngine’s Client Engagement Manager suggested that they use wealth modeling as a solution.
Major Gifts Fundraising often has lead times as long as 2-3 years. WealthEngine’s data modeling reduces lead time by finding the best major gift prospects.
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 …
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 insu …
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 ac …
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 mult …
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, inc …
Let’s spend this week diving into a story. Three years into a stalled capital campaign, an arts nonprofit finally engineered bond financing in order to build the facility that the then-executive director and the board were determined to have. A …
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 …
