Attracting and Retaining Volunteers

volunteer-image.jpg

According to Independent Sector, a volunteer’s time is worth over $22 per hour.  Last year alone, 62.8 million Americans volunteered almost 8 billion hours.  As a nonprofit, you know how valuable these people are to your organization.  By paying attention to how you work with your volunteers, you attract their devotion, enhance their experience, and make them part of your mission over the long term.

The Urban Institute reports that nonprofits need to center efforts on enriching volunteer experiences.  Of those surveyed, many volunteers felt as though there was too little direction and not enough management of their duties.  Sadly, they felt that they were wasting their time. 

Follow the steps below and improve your volunteer programs in no time:

Enlisting Volunteers

How do you solicit new volunteers?  One of the easiest and most cost-efficient tools is your website.  Your website should be easy to manage and have clear direction to additional information.  Your call to action (something that says “Click Here to Volunteer”) needs to be simple and easy to find.  Your messaging should be consistent, warm and insightful.  You can even achieve a personal touch by creating customized landing pages, which can call attention to specific campaigns, events, or organizational goals.  Customization can help people feel connected to your organization by tapping into what each person is interested in from your organization.

Matching Volunteers

Finding the best fit for volunteers is imperative.  You can do so by identifying them by skillset and interests.  Just as your organization works to group donors by their interest and level, your volunteers need the same attention.  They are time donors and are just as important as your monetary donors. This alignment will improve the quality of their experiences and help you with the third component…

Retaining Volunteers

Enlisting and training volunteers is an investment of your resources.  So, take the extra time to keep your volunteers engaged with your organization.  Just as you take care of your donors with personalized recognition, you need to honor your volunteers’ contribution and solicit their feedback in order to better understand what is missing from your program, what needs help, and what is succeeding.  To increase retention, you must invest in matching, training, and recognition.

These steps just scratch the surface of setting up a volunteer program. It’s a difficult (and often overlooked) area for organizations. However, putting the necessary thought and time into setting up effective programs will pay dividends with those who engage with you on a regular basis.

Have you had success working with volunteers in your organization? Share it with us in the comments below!

The Future of Your Nonprofit May Depend on Cultivating Millennials Now: 5 Steps to Consider in Your Development Plan

Swell Fundraising logo_Blue RGB-large.jpg

Read our guest post below from Swell Fundraising.

According to Morgan Stanley, the thoroughly-researched and well-documented millennial generation will benefit from the largest transfer of wealth in history. Have we ever heard and tried to understand so much about a generation? For nonprofit directors, understanding this generation is essential to the long-term health of your organization. 

Here are 5 steps you can take today to move your organization forward.

  1. Board Development: Explain this transfer of wealth to your board or Development Committee. Propose that your organization add millennial cultivation as an additional measure of success, for two reasons. (1) Things that are measured get done; (2) More importantly, if measured, the work will be more valued by board members.  
  2. Leverage Current Activities: Many nonprofits create a Junior Board, a new event, or new giving level specifically for younger donors. However, we all know that time is scarce. If possible, try not to ‘create’, but rather consider what you are already doing and seek ways to leverage it. Examples include:  (1) Invite younger members to the board (rather than creating an entirely new group) and put them on your development committee; (2) Use your event to reach new donors by adding innovative tools (like Swell), updating the style/theme of the event, honoring young philanthropists — anything that helps to shift the event toward younger donors; or (3) Interact and network with millennial activities/groups on social media.
  3. Value Volunteer Time: Millennials value the gift of time and money equally while many nonprofits often do not. We recommend creating opportunities for young donors to volunteer their time with organizations but only if the organization is prepared to prominently recognize and thank them for their time. Consider sending a handwritten note (millennials can be surprisingly old-school) and elevating the value of that time. Without proper thanks for time donated, organizations may damage this donor relationship before it’s even begun. 
  4. Connect:  Millennial donors are ALL about their friends. This is attributable to several factors including social networking. It’s unlikely that a millennial donor will engage with your nonprofit and remain engaged if his/her friends do not. Establish mechanisms in your organizations for young people to stay connected to your organization and each other, i.e. small giving circles, volunteer groups (‘tribes’) or event tables. Review your activity and create ways for young people to connect with a group. Social media is a powerful tool in reinforcing these groups when used for posting pictures, tagging groups of people and creating event pages.
  5. Think Big (and Small): Millennial donors want to change the world. As nonprofits tackle society’s most intractable problems, incremental or nonexistent improvement may weigh on their optimism. Nonprofits need to demonstrate how they changed the world for those served or highlight the path (even if long) to real change. Millennial donors will respond to tangible projects with visible and often short term results.  

Just as younger voters are challenging the political system, they will also push the philanthropic sector. No longer will a donor be impressed by an organization’s 50-year history or heavy-weight board. They want to be engaged on a deeper level, with both their time and their money. Cultivating them now will impact your bottom line in the long run.

The Art of Fundraising – 5 Best Fundraising Practices for an Arts & Culture Organization

art-of-fundraising-image.jpg

Donations are the livelihood of your organization.  And fundraising can be challenging.  It’s both an art and a science.  In order to unlock the best practices out there, you need to find out what is making fundraising and research campaigns successful and, frankly, what’s not.  Here are five best practices for successful fundraising:

  1.  Capture Ticketing Data to Identify Donor Potential
    Arts and Culture organizations have a unique pool of individuals – their ticket purchasers – who already demonstrate a genuine interest in the mission and work of their organization. These ticket buyers already contribute to your organization’s revenue stream and represent a natural prospect pool. Once these individuals have purchased tickets and walked through your doors, you are presented with a far greater advantage—they are engaged and interested in the offerings of your organization. Now they must be cultivated while their interest level is high.  ​High performing organizations usually have a strategy to harness the information collected during ticketing. Information can be captured through online ticket purchases, surveys, and visitor kiosks placed at entrances.
     
  2. Leverage Membership to Fuel Your Donor Pipeline
    Your donors like to feel involved with your organization.  The benefits of membership are to regularly engage people in the mission of your organization and then to encourage them to support it financially.  By paying quality attention to this membership group, your organization can get a lively pipeline of  donors ready to be nurtured and promoted to the next donation tier. Benefits could include: discounts, valet parking, special events, backstage tours, post-performance receptions, event privileges, gift store discounts, educational seminars, magazine subscriptions, and free admission. 
     
  3. Leverage Your Board to Build an Inner Circle
    While some organizations see active fundraising participation from their board and volunteers, others wish theirs were more active and involved.  The model board candidate has a circle of friends that show a similar giving capacity and inclination toward the Arts.  You want your board members to reach out to these friends and help the development team cultivate with a personal touch, ultimately strengthening your organization’s major gift pipeline.
     
  4. Invest in Screening
    Upgrading current donors and identifying new prospects are challenges for arts organizations.  Invest in a screening of your donors and prospects to determine who has the capacity, propensity, and affinity to donate to your organization.  Screening can help you fill in the gaps and deepen your data records so you can better segment and prioritize. 
     
  5. Manage Your Data Proactively
    The recording and updating of donor records is a must in successful fundraising.  Properly run Donor Management Systems (DMS) secure accurate and easy to follow-up results from research and wealth screenings. A well-managed DMS and solid implementation plan is indispensable. One of the most significant ways to increase the value of the data from your wealth screening is to integrate the results into your DMS. The DMS allows your team to compile information on all donors including their contact information, giving history, special event attendance, ticketing history and other interactions with the organization.

Fundraising as an arts organization poses its own set of challenges. Don’t let these challenges derail your fundraising. Use these tips to set your organization up for success.  

Do you have a story to share about successful fundraising in your arts organization? Share in the comments below.

 

Setting the Stage for Success in Your Data-Driven Major Gift Campaigns

campaigns-image.PNG

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 high goal is set, because, hey, why not? This is a great organization, right? The board of directors is totally gung-ho, but they’re hand’s off. The CEO thinks it’s a great idea, but is also hand’s off. Everybody is on board except …

You guessed it. The Development Team.  

Have you ever felt as if you were thrown under the bus? Yeah, that’s the feeling a development team gets when management tells them to go out and work miracles based on what? Hubris? Desire? An “edifice complex”? 

These are absolutely the wrong reasons to start a major fundraising effort like a capital campaign.  

As a fundraising professional, wouldn’t you like to speak truth to power? Wouldn’t you like to nip this kind of magical thinking in the bud? Most of all, wouldn’t you like to know that you and your colleagues won’t bear the brunt of this kind of magical thinking?

One thing that senior management does tend to listen to is data. Sure, statistics can be manipulated by spinmeisters, but data is pretty black and white. That’s why it behooves any non-profit considering a capital or other major gift campaign to take a data-driven approach.

It takes some work, but you can do an internal audit to assess your organization’s readiness for the heavy lifting ahead.

Learn about this and much, much more, in part 1 of our Data-Driven Major Gifts Campaign workbook. Download Part 1. To accompany the workbook will be a three-part webinar series, the first scheduled for August 25, 2016 with Catherine McGrath, principal with Marts & Lundy, along with Linda Garrison, WealthEngine senior consultant. Register for the webinar. 

Want to start a discussion now? Contact us or leave a message in the comments below. 

 

Three Keys to Creating a Sustainable Fundraising Program: Planning to Excel

part3-image-letter.jpg

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 a passion, a vision and willing hands, but lack fundraising expertise and have few or no resources to hire trained staff members. In this three part blog series we offer three keys to help make your fundraising program more sustainable.

Welcome back to the final part of our 3-part series on creating a sustainable fundraising program. We started with discussing board members and their impact on fundraising in our first post, Who’s on Board? Last week, we covered fundraising lists in Your Most Valuable Asset

As you grow your list, it is important to have a communication plan in place to maintain with these new and prospective donors.  There is no point in collecting names unless you have a solid plan to steward your donors and cultivate your prospects.  This is, by no means a full plan, but instead a starting point for the board to develop a working plan:

  • Stewardship – When a donation is received it should be acknowledged as soon as possible – industry standard would suggest within 48 hours.  Any sizable donations could be acknowledged with a thank you phone call from a board member and a written note. Donors want to know how their donation is helping, so be sure your acknowledgement cites how the donation will be used.  Later communications should assure the donor that the donation was indeed used in that way. Sharing results goes a long way.  
  • Communications – Donors like to be kept in the loop and consistent communications are a best practice.  Some communications may be appeals for additional support or to upgrade support, and others should be educational or informational.  I would recommend no fewer than 6-8 communications per year, with 4 being appeals for support.  You may give people an opportunity to say they only want one appeal per year, and honor that.  You may also suppress individuals from appeals depending on what their response has been. Asking for multiple gifts in one year is a best practice, however, and increases the likelihood that you will retain that donor the second year.
  • Recurring Gifts – Make it a priority to upgrade donors to recurring giving.  These “sustainers” are a source of steady support that is easily renewed. Telephone is a good method for converting one-time donors to sustaining donors, although if you have limited staff and volunteer time, you may make this one of your written appeals.
  • Diversification of Communication Channels and Consistency of Message – Use a combination of media to communicate, including direct mail, telephone, email and social media.  If you have sent a direct mail appeal, amplify it with the same theme, ask, and story on social media, through email, and on your website.
  • Collect Information – Determine the key pieces of contact information that you need to collect, and make every communication a chance for the recipient to provide more of it. Response slips should have blank spaces for name, address, telephone, and email. Landing pages on the website should also allow (but not require) individuals to provide more information.

These are a few rules of thumb to consider when planning your annual activities, but you and your board should spend a working session planning a yearly communications calendar to include mailings and other appeals, newsletters, blog posts, special events, invitations, and more.  You can use this Activities Calendar template for your planning session.

We hope you’ve enjoyed this 3-part series on how to create a sustainable fundraising program.  While these ideas are industry best practices and tried and true methods, every nonprofit and every nonprofit board is unique.  WealthEngine consultants have decades of experience working with nonprofits of all types, and can easily do a Quick Audit for your organization.  This two-day process will result in an affordable and actionable plan to guide you towards sustained, consistent fundraising revenue.  

Do you have a story to share about creating a sustainable fundraising program? Share in the comments below.

 

 

 

3 Keys for Creating a Sustainable Fundraising Program: Your Most Valuable Asset

part-2-image-list.jpg

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 a passion, a vision and willing hands, but lack fundraising expertise and have few or no resources to hire trained staff members. In this three part blog series we offer three keys to help make your fundraising program more sustainable.

Welcome to the second of our 3-part series on creating a sustainable fundraising program. In last week’s blog post, Who’s on Board? we addressed the impact board members can have on fundraising.  While addressing board expansion is critical to future success, there are other considerations of nonprofit governance and fundraising for a young board to consider when developing plans to expand or develop a sustainable organization.  This post will focus on one of the most important considerations, which also happens to be your most valuable asset – your fundraising list.

Some organizations have a natural constituency ideal for fundraising.  Colleges and universities have alumni, theaters have ticket buyers, and hospitals have patients.  However, many nonprofits fill niches in our social fabric that serve many that don’t have a large, affluent natural constituency.  For these organizations, the need to build a strong house list for fundraising purposes is critical.  Without a list of donors and a consistent inflow of unrestricted dollars, they will not be able to achieve a sustainable source of monthly giving.  

In today’s digital world, there are two important channels in which to grow your list:

Website:  Your website is the hub of all your activity. The majority of your outreach will drive individuals to visit your website. Therefore, it must have the ability to capture attention, make a good impression, and most importantly, capture information from your visitors so you can communicate with them in some way.

Some ideas for website optimization could include:

  • Add a ‘Donate’ or button to each page and make sure it’s easily found to increase list signup and donations.
  • Capture email signups on each page of your site; add an offer to each of these links to increase the likelihood that people convert.
  • Create premium gated content, such as a white paper or e-book, on your site that gives more information about your cause, clients, or success stories. Collect email addresses to allow users to download.

Do you notice a theme here? You are including calls to action throughout your website to make it easy to capture information. Don’t make your visitors search around on your website to donate or subscribe to your content. Your website should be easy to navigate so visitors can find what they are looking for in as few clicks as possible. After all, you’re looking to gain advocates – not lose them!

Social Media:  Using social channels is a great way to build community. Some options include Facebook, Twitter, LinkedIn, Pinterest, and many more. While the channels may differ, your strategy should be similar. The posts and content that you share should invite dialogue and feedback. Including calls to action in your posts to drive people to your website to capture names and addresses will be a good way to potentially increase your list. 

Examples posts could include: 

  • Do you think it’s harder to be a teen today than in the past? Why or why not?  Do you have a story to share?  How did you find your way out of a difficult situation?
  • Have you or a friend or loved one been in need of family services only to be told “there’s a two week waiting list,” or “We don’t have room?”.  What services do you think our area is lacking?  How would you address those needs if you could?
  • Did you know: One in ten teens in our area lives in fear of abuse from a parent or guardian? Find out more (link to your website)
  • We’re filling a gap in mental health services in our community.  If you believe that every teen deserves the chance to find peace and faith in a safe, secure and professionally run home, join our mailing list to receive updates and opportunities to become involved.
  • How does a house become a home? LOVE.  Follow along as we transform House of Hope into a home for troubled teens.  Visit our website for photos and progress updates!

Use images wisely throughout your social posts. While text contains the content that your visitors will engage with, pictures help draw them in and get your initial clicks.

Web and Social tactics aren’t the only ways to build a list. There are some other things you can do to increase the size of your audience: 

  • Your board members can contribute. They may include some of their personal contacts, but the purpose is to build your major program/prospect list. 
  • Events can be an excellent way to get attention for your mission and cause. They can also work to grow your list and bring in substantial funds as well. At your events, think of mechanisms that will allow you to collect the names and addresses (email or physical) such as ticket purchases or sign-ups for a giveaway/raffle.  
  • Partnerships with organizations that have complementary missions, civic groups, or corporate sponsors can help provide additional names to your list. In addition, you could also obtain budgetary support, speaking opportunities to share your story directly with their members of employees, volunteers, or advocates for the mission within the larger community.
  • WealthEngine has a unique prospecting tool called WE Prospect. You can build a custom audience with criteria such as geography, net worth, charitable interests, and more. Check out this exceptional list-building tool.

Finally, you should define what you think your “perfect” supporter looks like.  Are there different types? Can you develop several personas to help describe the audience you want to reach?  This could help as you write fundraising letters or newsletter articles, and also as you develop ideas for special events, advertising, and other list-building activities. Discover how to create personas in five simple steps. 

Building a solid list of supporters and potential supporters is essential for any nonprofit.  In fact, many would argue that your list is your most valuable asset. But building a list without having a plan in place to communicate with your new friends, steward them, and involve and educate them is a wasted effort.  

Do you have a story to share about how you’ve grown your list? Share in the comments below.

Tune in next week for the final post in our series, Planning to Excel. We will share the tools you need to develop a solid donor communications plan.

 

 

 

 

3 Keys for Creating a Sustainable Fundraising Program: Who’s On Board?

part1-image-fundraising.jpg

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 a passion, a vision and willing hands, but lack fundraising expertise and have few or no resources to hire trained staff members. In this three part blog series we offer three keys to help make your fundraising program more sustainable. 

All organizations go through transitions in the makeup and focus of their governing boards.  Often, a mission begins with those in the community who catch the vision and passion for the mission directly from the founder or founding members.  The primary goals of these individuals are to lay the groundwork for the organization, obtain nonprofit legal status, and guide the organization through early obstacles and challenges.  These individuals often fund early activities personally.  A small group of like-minded individuals often works well in making early decisions with the agility necessary to establish the organization.

As the organization becomes more established, it is normal to look to expand the board, paying particular attention to fulfilling or anticipating certain needs.  These needs often include fundraising, influence in the community (especially if there will be zoning, legal or other hurdles), and partnerships (such as with government, civic, faith-based or social service agencies).

The board sets the fundraising tone for the organization and any donors to the cause, including individuals, foundations, and corporations. For example, when applying for grants, you will almost certainly be asked what percentage of your board members are donating (it should be 100%) and what percentage of total funds raised are from the board (it should be substantial – e.g. 20%).  Likewise, board members cannot with credibility solicit other individuals for the cause without being able to honestly say, “I believe in this and have contributed to it substantially myself (or sacrificially).”

When searching for new board members, it is important to search for particular qualities. Here are some considerations for expanding the board:

  • Affluence – While this may seem obvious, it is truly important to have a board with deep pockets.  Fundraising is one of the most important responsibilities of the board, and you will not have access or credibility to ask community members for substantial gifts without having a board who has committed these types of gifts themselves.  
  • Influence – You will want a board who has many community connections, such as those involved in the Chamber of Commerce, on the City Council, or prominent business people.  These connections are the key to expanded fundraising, committees, campaign volunteers and a pipeline for new board members.
  • Specific Expertise — You may benefit by having individuals who work in the social services sector, those with expertise in arts and culture or faith-related issues, someone in the construction field, a financial planner, or any number of other vocations.  Consider the types of expertise that are a fit for your specific needs over the coming 3-5 years, and recruit board members with these skills and abilities.

If you do have your board put together, there are two activities I recommend every board engage in if they haven’t already:

  • Have a working session to develop a case for support.  This is a comprehensive document that lays out your mission, vision, plans from getting from where you are to where you want to be, and all the reasons someone from the community might want to support you. See our Case for Support Checklist. This is not unlike a brochure that may describe your services and mission, but is more expansive, and intended as a working document to provide full and transparent visibility into your leadership, accomplishments, dreams, and needs.  It is often used as a recruitment tool for new board members and a cultivation tool for prospective major donors.
  • Develop and adopt Board Member Guidelines.  These should cover term limits (if any), roles and responsibilities (such as contributing time, treasure, talent), and governing responsibilities.  Read our sample Board Member Expectation Statement to learn more about guidelines that you could adapt for your organization.

Both of these exercises will serve you well in educating your current board and developing the tools you need to begin recruiting additional board members.  Growing your board and leveraging their skills and connections will contribute to your ability to raise major and capital gifts.  

Do you have a story to share about establishing a board to help drive fundraising activities? Share in the comments below.

Next week, we will share Part 2 of our three part series, Your Most Valuable Asset, which will cover some of the ways you can grow your fundraising list.

 

 

 

Five Things You Don’t Know You Don’t Know (But Training Does!)

blog-five-things-know-training.png

As a Senior Product Specialist at WealthEngine, I spend my days training clients on how to use various products they have purchased from WealthEngine. Most people assume that I only train brand new clients, but many of my training sessions are done with clients who have been using WealthEngine products for years. Why do these clients bother taking training on how to use something that’s been a huge part of their work flow for years?

Because you don’t know what you don’t know.

Trust me, I can feel the eye rolls happening as you read that. “I see what you did there with your snazzy word choice,” you say, “but I’ve been using WealthEngine for years. I know what I’m doing.” I don’t doubt that you do, Hypothetical Mystery Client, but knowing what you’re doing and knowing the best ways to do what you’re doing are two very different things. There’s a chance that you’re making your work harder that it needs to be. Maybe you’re using a score that’s not really the best fit for what you’re looking for. Maybe you’re not aware of a feature that could be saving you a ton of time. That’s where I can come in to help save the day.

Let’s look at some common things I’ve found that even our more seasoned clients aren’t always clear on.

1. You Probably Think P2G Is About You.

Our P2G (or Propensity To Give) score is one of the most useful scores in WealthEngine profiles and can be seen in profiles pulled from a variety of our tools (like batch screenings, individual searches in FindWealth 8, or We Prospect). While it is one of the most useful scores we offer, it is arguably also the most misconstrued.

Some clients are surprised to find out that a donor’s P2G score is not related to their history with the client’s organization. Others are surprised to find that it also goes beyond the obvious factors, like someone’s publicly visible assets or political donations.

In fact, P2G looks at a wide variety of factors. Because of this, the P2G score that someone possesses tells you a great deal about the content of their profile before you ever open it up. It can help you identify hidden gems and help save you time while looking through prospects.

2. Gift Capacity Isn’t Everything.

Arguably the second most misconstrued score is Gift Capacity, which can be viewed in nonprofit profiles from WealthEngine. Having a high Gift Capacity is directly related to someone’s publicly visible assets, but does not necessarily take other factors into account. What if you have a prospect that has all of their real estate tied up under a less-than-obvious trust or LLC? Their Gift Capacity could end up being very misleading at first glance. I can show you tricks around that and what scores are going to be better indicators of that prospect’s actual priority level.

3. Profiles Aren’t Set In Stone.

Tell me if this sounds familiar: you’re looking at a profile for one of your top prospects. You’re just giving it a quick once-over before you hand it off for someone to use and then you see it. You notice that there’s something in there that shouldn’t be. You’re scared that it is throwing off the scores. You can hear it laughing evilly from within the computer.

Would you be surprised to know that you can delete data with a simple click? I can show you how to delete items from a profile and recalculate the profile with the information removed. I can even show you what is worth deleting and what doesn’t affect the profile so that you don’t waste time as you validate.

And when you’ve got that situation where you want to edit values themselves before they go into the scores, like adding a pesky piece of real estate to your nonprofit prospect’s profile? Yep, I can help with that, too.

4. Now You See It, Now You Don’t.

There are many situations where you might want to hand a nice PDF of a profile off to a colleague but you don’t want to hand them everything. Sure, the fact that the prospect has $5 million in real estate is great, but your colleague doesn’t want to read through every single real estate record.

​Did you know that you can create templates for your PDF or DOC downloads? I can keep you from manually parsing out what you do and don’t want to be visible every time. Instead, I can show you how to create reusable custom templates that only include the data you actually want them to see.

5. Transaction Histories, News Alerts, and Stocks…oh my!

​The Specialty Search options can be a bit intimidating to some clients but they can really enhance your researching experience. As a subscriber to FindWealth 8, you have access to property search tools that can show you transaction histories for properties (which can be incredibly useful if you want to see if someone has moved or transferred their home ownership). You also have access to an up-to-date news database that allows for highly specific emailed news alerts (like if you only want to be emailed once a week if a certain phrase or name appears in a newspaper obituary). You can even set up email alerts if a prospect takes part in a transaction with their insider stock.

I can show you how to take advantage of all of these features and more to make sure you are taking full advantage of your subscription.​

​So, Hypothetical Client, please be sure to schedule your training as soon as possible. Snazzy word choices aside, I sincerely want to make sure you’re getting the most out of your investment with WealthEngine. Let’s work together and make sure that you have the knowledge you need to tackle your next project.

In the meantime, if you’re interested in being a Hypothetical Client, please request a demo.

Ashley McConnaughy is the Senior Product Specialist/Training at WealthEngine, specializing in providing in-depth client trainings for both nonprofit and commercial clients. She’s analytical, detail and process oriented and adores tackling projects. While Ashley has many hobbies she shares a passion for comics and has attended the Comic-Con convention to enhance her love of science fiction/fantasy related film, television, and similar popular arts.