Skip to content
Excellence in patient fundraising

When patients receive transformative care, they’re often ready to make a transformative gift. Is your organization equipped to quickly nurture those relationships and personalize the ask? WealthEngine enables you to see a complete picture of a patient’s wealth, lifestyle, and affinities on a daily basis so you don’t miss any opportunities. We’ll integrate our actionable wealth and lifestyle insights directly into your fundraising process, so you can reach the right patients at the right time, even with limited resources.

 

We provide you with the insights you need to efficiently identify the best prospects on a daily basis, helping to secure future gifts for your organization. Our data-driven strategies and analytics can also help drive your capital campaigns, annual campaigns, planned giving programs, and more.

The WealthEngine Benefit

Actionable insights
Actionable insights
Quickly discover deep insights about your student, parents, community members, and alumni by searching millions of unique WE Profiles. Get a comprehensive picture of their wealth, giving, lifestyle, and demographics so that you can create personalized strategies to win their gift.
Fill in the gaps
Fill in the gaps
Don’t waste your time looking up prospects and donors one by one. Get rich and relevant wealth and lifestyle data added to your records with regular screenings. We take our proprietary wealth scores and lifestyle attributes and merge them with your prospect data. Now you can see a comprehensive picture of their wealth, lifestyle, and affinity enabling you to successfully engage with them in a personalized way.
 Stay up to date
Stay up to date
A clean and accurate database can save you and your organization huge amounts of time and resources. We can help you track down lost alumni and update records with accurate email address, phone, number, and other contact information.
Real-time intelligence
Real-time intelligence
As a student, parent, or alum is filling out a form on your website, WealthEngine can instantly deliver you their WE Profile and customize their next steps, all in real time. By integrating with our API, you can automatically personalize a prospect’s online experience while they are actively engaged on your website.
Build the perfect List

Looking to sell tickets, fill the stadium, or build an invite list for a special event? We can help you find the perfect prospects from our database of over 90% of the U.S. population. With light switch simplicity, you can build the a list by selecting the location, the net worth, and any other of our 1500+ attributes. Then use the contact information and actionable insights to quickly begin engaging them with a personalized message.

Build the perfect List
Find more like your best

By looking at your best donors, we can build a model of what makes them unique, and then find more prospects just like them. Stop wasting your time and development resources on prospects not likely to convert. Engage with people who have the capacity and affinity to give to you. Our powerful solutions can help you find more donors, predict giving levels, retain your donor base, and grow your donor commitment.

Find more like your best
Let us help

Not sure where to get started? Let our experts guide you through the process to ensure you are fully utilizing the powerful wealth and lifestyle insights that WealthEngine has to offer. Our consultants take a custom approach to each client and look at your entire fundraising and donor acquisition program to find ways you can improve. You know your company best, but we can work with you to find opportunities for growth.

Our team will:

 

  • Assess your existing business processes
  • Identify and assess problems and opportunities
  • Design solutions – analytical, tactical, and operational
  • Implement those solutions through analytics, process design, and campaign design
Let us help
Using prospect research to identify and target top prospects, employing open communication through moves management and applying aggressive retention tactics are now a way of life for us. It's what we do, what we rely on and part of our standard process.