As summer draws to an end and we prepare for fall, we are about to enter the season of “-Thons”.  Hosting a fundraising walk-a-thon, bike-a-thon, dance-a-thon, swim-a-thon, read-a-thon or other fundraising –thon can be a great way to build support for your cause, identify new prospects, build a relationship with new donors, and build your base of support. Whether you work for a charity, hospital, university, theater or advocacy organization, now is the time for development offices to create a plan for how to turn event participants into donors. Turning event participants into donors can be...Read more

When conducting research on your prospects it’s important to work efficiently to identify who best to cultivate. If you’re using WealthEngine you more than likely use our Propensity to Give (P2G) score and Estimated Giving Capacity (EGC) to help segment and prioritize your donors and prospects. That’s fantastic! And we absolutely encourage you to use these. 

But there are many other scores and data within the prospect profile that can further enhance your knowledge of the individual. If you aren’t making use of these additional scores, you may be missing out on valuable information...Read more

To set yourself apart from your competitors, it’s important to personalize your marketing through both online and offline channels. WealthEngine provides you with powerful wealth data in real-time, giving you the ability to customize the buying experience for your customers when they are actively engaging with your company and build the most effective omni-channel marketing program possible.

Take a look at the infographic below to see a timeline of what your marketing process might look like using WealthEngine vs. what the process looks like when you’re left marketing in the dark...Read more

WealthEngine’s President and CEO, Mark Logan, recently participated in Conversations with Leaders in Luxury Led by Chris Olshan, CEO of The Luxury Marketing Council. Mark discussed everything from how he got his start in business, to WealthEngine’s presence in the luxury space, and even what he enjoys doing outside of work (did you know he’s an avid hockey player and fan?)

Take a look for yourself to learn more about:

  • SaaS products
  • WealthEngine’s presence in the luxury space and how we help organizations
  • Big data
  • What differentiates
  • ...Read more

Prospect research creates a foundation for all fundraising programs.  An active prospect research program produces a pipeline of qualified prospects and donors.  These qualified prospects and donors are the most likely to give or increase their current giving. As a prospect researcher taking full advantage of metrics cannot be emphasized enough. Using data can save you both time and money.

Beyond the money

Yes, money provides the...Read more

Pages

Call us at 877.927.8071 to find out more.

Try us on for size and see how we fit!

Our team is standing by and ready to help.