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.
Quickly discover deep insights about your patients by searching over 250M unique WE Profiles. Get a comprehensive picture of their wealth, their giving, their lifestyle, and their demographics so that you can create personalized strategies to win their gift.
Fill in the Gaps
Don’t waste your time looking up patients and donors one by one. Get rich and relevant wealth and lifestyle data added to your patient and donor records with regular screenings. We take our proprietary wealth scores and lifestyle attributes and merge them with your patient or donor data. Now you can see a comprehensive picture of your patients and donors’ wealth, lifestyle, and affinity enabling you to successfully engage with them in a personalized way.
Stay up to Date
A clean and accurate database can save you and your organization huge amounts of time and resources. We are able to detect and correct inaccurate records, get rid of duplicates, and provide even more information – including contact information – about your patients and donors.
As a patient or donor 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.
The Perfect List
As you’re gearing up for a major fundraising event, a capital campaign, planned giving programs, or another effort, you can leverage the WealthEngine platform to find the perfect prospect for your organization. With light switch simplicity, you can build the perfect 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.
Find More Like Your Best
By looking at your best donors, we can build a model of what makes them unique, and then find 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.
We'll Lend a Helping Hand
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