Excellence in Patient Fundraising

Patient fundraising makes up 18% of all healthcare philanthropy. When patients receive transformative care, they’re ready to make a transformative gift. But you only have three months to reach them when donor potential is at its highest. We’ll integrate wealth screening into your fundraising process, so you can reach the right patients at the right time, even with limited resources. With a WealthEngine Grateful Patient Program, we provide you with the insights you need to efficiently identify major gift prospects in your hospital 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. WE works with you to right-size your approach so you can maximize your results.

See how we stack up against the competition.

Client & Prospect Research

The WealthEngine Platform lets you conduct online, parametric searches on over 300 million profiles and 122 million US households. The system aggregates and normalizes data from over 60 sources to generate a massive repository of proprietary insights. WE Search is the industry’s only unified wealth and lifestyle intelligence database.



WE Screen takes our proprietary wealth scores and ratings and merges them with your contact data. It also offers optional lifestyle and demographic attributes. Now you know what we know about your contacts’ wealth, income, lifestyle and affinity.

Prospect Generation

WE Prospect offers a simple way to find, understand, and contact wealthy prospects with a high chance of conversion, based on wealth and affinity. It’s available for WealthEngine and Salesforce platforms, so it brings the power of prospect generation right into your sales and marketing workflow.


On Demand Screening

On Demand Screening is a solution that integrates your registration or purchase processes with the WealthEngine platform to instantly screen your prospects as they interact with your site.

Beyond Data. Beyond Insights.

Our products are just the start. Our Mission is to help you achieve your sales goals. So we supplement our products with professional services that can get you there.


Data Cleaning

WE Clean detects and corrects inaccurate record elements, gets rid of duplicates and provides even more information about your audience. WE Contact provides WealthEngine Platform users with access to business and/or personal contact information for over 35 million individuals across the US.

Analytics & Modeling

WE helps you find prospects and then predict who will give, when they’re most likely to give, and how much they might give. Our data scientists use predictive analytics and modeling to help you:

  • Find more donors
  • Predict giving levels
  • Retain your donor base
  • Grow donor commitment
  • Convert members to donors
  • And even more

Strategy & Business Consulting

There’s always room for improvement. Our structured approach looks at your entire fundraising and donor acquisition program to find ways you can improve it. You know your company best, so WE works with YOU to find opportunities for better business. 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


Getting Started Guide to Grateful Patient Fundraising

Best Practices

Best Practices for Prospect Research in Healthcare Fundraising


Top Insights from Today’s Grateful Patient Programs

Contact Us

Call us at 877.927.8071 to find out more.

Free Demo

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