prospect research

Prospect research helps you produce a strong pipeline of qualified prospects, and gives you a better impression of donor behavior. Read to learn more.

January 31, 2020 3 min read
inner circle

Need a warm introduction to a prospective donor? Here’s how to leverage your Inner Circle, your closest contacts, to find out who they can connect you to.

March 21, 2019 4 min read
prospect automation

The evolving nature of the data landscape will transform how you find your next best prospect. Read more to learn all about the rise of prospect automation.

December 6, 2018 4 min read

Predictive prospecting uses data about the interests, personal property, and other characteristics of your existing clients to find the best new prospects.

November 12, 2018 3 min read
prospecting

Take advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? Find highly engaged prospects with WE Prospect.

July 31, 2018 2 min read
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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 …

December 8, 2016 2 min read
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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 …

October 17, 2016 2 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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For Certified Public Accountants who want to expand their financial services portfolios to include wealth management, 1st Global provides the tools and resources needed to make it happen. Prospect Intelligence and Audience Development for Financial Adv …

July 31, 2015 2 min read
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When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation. To name a few highlights… Launched WE Prospect (Self-service …

July 28, 2015 2 min read
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WealthEngine is excited to partner with Attentive.ly to bring wealth intelligence together with social engagement. Hear from Attentive.ly CEO, Rosalyn Lemieux, on why they decided to join forces with us. How were you first introduced to WealthEngine? …

May 27, 2015 5 min read

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