Publications

This guide covers what SMART goals are, how to set them, and how to follow through on them. We’ll also cover common pitfalls to avoid. Using this process, you’ll be better equipped to achieve your organization’s mission and impact more people. If you’r …

Continue reading “How to Set SMART Goals for Your Nonprofit”

2020 threw nonprofits everywhere a curveball, leaving many fundraisers to wonder what 2021 could have in store. Fortunately, there are plenty of pandemic-proof fundraising strategies proven to help you reach your goals. Download this step-by-step guide …

Continue reading “2021 Strategy Guide for Fundraisers”

WealthEngine’s Market Potential Reports provide a deeper understanding of opportunities to reach population segments based on estimated net worth, cash on hand, investible assets, business ownership, giving capacity and history, interests and passions, …

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Virtual galas and fundraisers are becoming increasingly important in the age of the pandemic. Even though your champions and prospects can’t meet in person, they would love to support you through an online event. Download this step-by-step guide to set …

Continue reading “A Step-by-Step Guide to Hosting a Virtual Fundraiser”

Are you ready to rock #GivingTuesday?  December 1st is rapidly approaching. Ensure your organization is equipped to make the most of its #GivingTuesday fundraising efforts by leveraging WealthEngine’s all-in-one toolkit. Download the #GivingTuesday too …

Continue reading “2020 Giving Tuesday Toolkit”

Using this Guide to WealthEngine Models, you will gain detailed insights into all of the models we offer. Not only will we walk you through the information you will need so our trusted data scientists can craft an algorithm just for you, but we’ll also …

Continue reading “Guide to WealthEngine’s Predictive Models”

The way financial advisors generate leads is rapidly evolving. Successful financial advisors know the value of building and nurturing relationships.

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.

Whether you are a small nonprofit, a large advocacy group, a healthcare institution, or a university, creating a successful capital campaign is essential for your fundraising efforts.

WealthEngine is here to optimize your Capital Campaign, from finding your next best donor to presenting them a thank you letter for their gift.

Are you looking to outsource your wealth data analytics solution? Use an RFP to source multiple proposals so you can determine the best course of action. Download our completely customizable Wealth Data Analytics Request for Proposal Template and get s …

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The population of young wealthy people is growing. By 2030, millennials will hold 5 times as much wealth as they have today. They are expected to inherit $68 trillion from their predecessors in the Great Wealth Transfer. In order to effectively reach m …

Continue reading “A Look at Millennial Wealth”

The inaugural Millennial Wealth Report is here! Our research lab has uncovered the evolving living, giving, saving, and spending habits of millennials in the U.S. that are fundamentally changing the way organizations engage with their consumers and don …

Continue reading “The 2019 Millennial Wealth Report”

Want to increase sales or donations? Of course, every brand or organization does! Wealth continues to grow and the number of millionaires keeps climbing across generations worldwide. Your business or nonprofit has an incredible opportunity to engage an …

Continue reading “The 2019 U.S. Millionaire Report”

Does your organization have an effective way to segment and prioritize your prospects? B2B marketers have implemented lead scoring programs into their workflows for years with great success. The best B2C organizations follow the same processes and exec …

Continue reading “The Ultimate Guide to B2C Lead Scoring Programs”

Businesses are under pressure to improve efficiency, increase profitability, and make sure opportunities aren’t missed in our fast-paced world. Having a real-time marketing and sales strategy can make the difference between growing your business and wa …

Continue reading “Advice from the Experts: Best Practices for Integrating with an API”

WealthEngine is proud to present our new workbook Data-Driven Major Gift Campaigns. A data-driven approach to major gift fundraising and campaigns sets the bar correctly and will assure that any campaign undertaken will have the best possible chance fo …

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You think you know your customers and targets, but trust us, you don’t know them as well as they know you. As a luxury provider you’re used to delivering personalized, customized service once you win customers, but the only way to bring new customers i …

Continue reading “The Luxury Marketer’s Guide to Engaging and Winning HNW Customers”