Between the health scare, lockdowns, and economic downturn, the COVID-19 pandemic has affected everyone on the planet. It’s harder to get meetings and know who should be on your radar for prospecting conversations.

WealthEngine created this resource center to help you navigate through these challenging times. We’ve put together strategies and tactics that you can use immediately to help with your messaging, outreach efforts, and planning.


WealthEngine caught up with ChristianaCare’s Vice President of Development Gordon Brownlee and Spectrum Health’s Director of Finance and Operations Greg Workman to talk about how healthcare organizations are successfully navigating today’s challenging environment due to COVID-19.

WealthEngine caught up with Leslie VanSant and Michelle Husko of Rainforest Trust to talk about how they have transformed Rainforest Trust into a world-renowned fundraising organization.

WealthEngine caught up with Amy Pirozzolo, Head of Marketing at Fidelity Charitable, to find out how healthcare organizations and educational institutions can get in front of donor-advised fund donors during this critical period.

Learn the best practices for financial advisor prospecting, the importance of marketing campaigns, webinars, and cross and upselling to find prospects.

How software product managers and product marketing managers can triage with empathy and ruthlessly prioritize leading to flawless execution.

WealthEngine caught up with Rick Dunham, Chair of the Board of the Giving USA Foundation, to talk about what organizations can do to boost fundraising amidst the coronavirus outbreak.

Follow this proven 3-point strategy to keep your momentum in the midst of economic instability and uncertainty due to the coronavirus, COVID-19.

As organizations brace for the effects of COVID-19, here’s what we are doing at WealthEngine to provide you with our team’s full support and services.

Using wealth and lifestyle insights along with predictive analytics, you can gain a deeper understanding of your current and prospective donors and customers. Our rich data can help you personalize your outreach and improve your sales, marketing, and fundraising efficiency.


The way financial advisors generate leads is rapidly evolving. Successful financial advisors know the value of building and nurturing relationships. Discover the latest trends in financial advisor prospecting and marketing.

Did you know that #GivingTuesday is on May 5th this year? May 5th is rapidly approaching. Ensure your organization is equipped to make the most of its #GivingTuesdayNow fundraising efforts by leveraging WealthEngine’s all-in-one toolkit.

An adaptive fundraising strategy is key to reaching your 2020 goals in the midst of an economic downturn. Use this WealthEngine guide to keep your momentum and find success in your fundraising.

For any nonprofit, big or small, one of the biggest areas of growth for fundraising is planned giving.

Executive Briefings

Watch this executive briefing to learn how to spot clients motivations and behaviors to personalize your campaigns. Join WealthEngine’s Raj Khera, EVP and Chief Marketing Officer and Michelle Tilton, Infutor’s VP of Marketing, as they answer all of your questions around leveraging your customers data, third-party tracking and more.

Re-watch The University of California, San Francisco (UCSF) share how they harmonize data, tools, analytics and cross-functional departments to identify and prioritize gift opportunities that raise $600M to $1.2 billion every year.

Re-watch this Executive Leadership Briefing with WealthEngine’s own Eric White, Senior Consultant and Raj Khera, EVP and Chief Marketing Officer as they answer all of your questions about predictive modeling, the value of it, the magic in your data, and much more.

Data is everywhere. The key to success is to combine human intuition with data-driven insights. Join us for an Executive Leadership Briefing for a timely, insightful conversation and Q&A.

Watch an executive briefing and Q&A with Mandi Fleiner, Director of Philanthropy & Communications at Northern Nevada HOPES Administration, Raj Khera, EVP at WealthEngine, and Joanna Miller, Client Engagement Manager at WealthEngine as they share effective strategies for handling budget cuts, staff reductions, program shutdowns and other economic effects of the pandemic.

Watch this Q&A with Chady AlAhmar, CEO of Wealth at Old National Bank, and Raj Khera, EVP at WealthEngine, as they share best practices to help you grow your portfolio in the midst of economic uncertainty.

As we all continue to navigate through the COVID-19 pandemic, nonprofit leaders are turning their focus from implementing an initial emergency response to creating tactical and adaptive plans.

Find out how healthcare organizations are navigating today’s challenging environment due to COVID-19.

Learn the exact steps they deployed to increase their donor base over 50x, including how they regularly convert small annual donations into five-figure major gifts.

Find out how your nonprofit, healthcare organization and educational institution can get in front of donor-advised fund donors during this critical period.

Learn how you can engage with your community for timely fundraising in today’s environment. Join us for a best practices conversation and Q&A with Giving USA Foundation Chair Rick Dunham and WealthEngine EVP Raj Khera.