Euromoney People Intelligence, a divisional pillar of Euromoney Institutional Investor PLC, rebrands its business as Altrata, a global partner delivering data and intelligence on the most impactful people to their clients’ success. In 2018, Euromoney b …

May 18, 2022 2 min read

WealthEngine’s sister company, Wealth-X, published the nineth edition of the World Ultra Wealth Report last summer which explores trends in wealth generation across the globe. The report provides an in-depth analysis of the ultra high net worth (UHNW) …

March 8, 2022 3 min read
giving tuesday ideas

Retaining current donors and drawing new supporters is key to the health of any nonprofit. Participating in GivingTuesday, an annual day of charitable giving celebrated worldwide, can help you accomplish both goals at once while raising funds. Even org …

October 25, 2021 7 min read

Millennials will be the largest proportion of the wealthy and their giving practices shouldn’t be overlooked. Organizations must communicate with them now.  

October 11, 2021 5 min read
fundraising campaign ideas

Successful nonprofits should look for new funding opportunities. In recent years, venture philanthropy has been on the rise.

July 12, 2021 6 min read

This guide covers top giving trends for social justice causes, the future of donor landscapes, and the six data-driven methods for attracting new donors.

June 21, 2021 8 min read

We are pleased to announce the launch of the WealthEngine mobile app, now available for iOS and Android users. Whether you’re on the go or on the couch, search for wealthy individuals from your phone in order to quickly access profile summaries and con …

April 21, 2021 < 1 min read
Annual funds

Easily identify prospects, upsell existing annual fund donors and direct mail best practices to increase your campaign’s ROI.

April 16, 2021 9 min read

How COVID-19 affected higher education fundraising, future forecasts, and fundraising strategies including online learning and more.

April 14, 2021 4 min read
luxury consumer demographics

Luxury brands have pivoted and altered their business models, supply chains, and operations. Here is a rundown on the state of the luxury industry and where it’s headed.

March 29, 2021 5 min read
financial services marketing

Discover the biggest ways high finance has adapted to the pandemic and the strategies that are competitive and here to stay.

March 26, 2021 4 min read
Impact of COVID on nonprofits

During a year of unprecedented times due to the COVID-19 pandemic, nonprofits and other businesses have dealt with waves of constant change and uncertainty. Throughout forced closures, months of remote work, and inconsistent reopening plans, nonprofits …

March 19, 2021 4 min read

Membership numbers and nonprofit renewals are the key to improving your organization’s overall effectiveness and to ensure growth.

March 1, 2021 5 min read
data mining for customer segmentation

Learn evolving data collection methods and the importance of data accuracy for finding prospects who will be receptive to a donation request.

December 28, 2020 4 min read
WealthEngine 2020 year end letter

WealthEngine is honored to have played a role in helping our clients this year. Here’s a look at 2020 and our plans for the new year.

December 23, 2020 5 min read
Work Smarter Not Harder

Work smarter, not harder with these timely fundraising tips for nonprofits struggling to fundraise in the face of resource constraints.

December 22, 2020 5 min read

Many executives responsible for fundraising often spend long weeks of painstaking spreadsheet analysis to create a donor pyramid, also known as a fundraising pyramid or gift table. WealthEngine‘s donor pyramid modeler is the industry’s first machine-le …

December 16, 2020 < 1 min read
December Product Update

In one of our most impactful releases of the year, the WealthEngine 9.5 release today lays the groundwork for a new and improved technology infrastructure resulting in better performance and a quick customization of new data sources. New Security Requi …

December 14, 2020 2 min read

WealthEngine has been acquired by the parent company of Wealth-X – Euromoney Institutional Investor PLC, a global B2B information business, which provides essential discovery, market intelligence and events to global and specialist markets.

December 8, 2020 < 1 min read
Non-obvious trends

How can nonprofits standout and connect with ideal donors? The answer is understanding and leveraging 3 non-obvious trends and using them to your advantage.

December 2, 2020 6 min read

Copywriting is an effective tool for reach and engagement. It should be consistent and cohesive allowing donors to understand your needs and initiatives.

November 25, 2020 5 min read

Donor retention is important and communicating with donors within 90 days of their first gift increases the probability of receiving a second one. Reaching ideal donors with a relevant message at the appropriate time will likely compel donors to renew their support.

November 18, 2020 6 min read

Predictive analytics and modeling help determine which prospective donors to focus on so you can secure more gifts faster.

November 6, 2020 4 min read

How companies can utilize Artificial Intelligence in a practical way and be a huge asset to boost fundraising and create successful marketing strategies.

October 22, 2020 4 min read

Organizations are focused more than ever on values-based business and services geared toward maximizing the client experience.

October 2, 2020 5 min read

This guide covers why you should use data analytics to guide client interactions and the best strategies to use. It’ll also touch on some tools that automate the process and save you money.

September 21, 2020 4 min read

Formulate a distinctive and successful business strategy that actually leverages data and gives you the growth you are seeking.

September 18, 2020 5 min read

Why and how adopting virtual technology is fundamental for hosting virtual events and daily operations to maintain your brand awareness during a pandemic.

September 8, 2020 4 min read
Annual funds

7 questions billionaire donors will ask you before they donate to your nonprofit to make a difference in the world and genuinely help people.

September 4, 2020 8 min read

Storytelling is a powerful marketing tool that personalizes your messaging and encourages readers to make a connection with your organization.

August 14, 2020 5 min read

WealthEngine Product Update – August 2020 from WealthEngine on Vimeo.   With a new month comes a number of key features, improvements and continued enhancements. Check out the details of our latest product updates, or skip ahead to the 5:00 minute …

August 13, 2020 < 1 min read

When your fundraising team looks for donor advised fund givers, they look for those in the community with influence, connections, and wealth.

August 7, 2020 8 min read

Despite budget cuts, staff layoffs, event cancellations, and economic concerns, fundraising is possible with these actionable strategies.

July 31, 2020 8 min read

This article focuses on ways you can optimize your email list by making use of social media platforms and email list segmentation.

July 30, 2020 4 min read
Hight net worth donors

Jim Lintoit, the founder and chairman of the Sterling Foundation shares how to appeal to find high net worth donors and get them to fund your organization.

July 24, 2020 5 min read
Data Driven Personalization

This guide discusses business disruptions, building personalized experiences using data, personalization, and the software to make it work at scale.

July 22, 2020 8 min read
Donor Pyramid

This guide details 8 high-conversion fundraising tactis in the wake of Coronavirs that organizations are using to pivot and continue their capital campaigns, explains the types of messages that are proving most effective at this time, and outlines specific actions you can take to continue raising money.

June 17, 2020 9 min read

This guide covers definitions of retail banking and customer segmentation and a discussion exploring common types of retail banking customer segmentation, how data analytics are used in customer segmentation and the benefits of segmentation.

June 4, 2020 8 min read
Donor Cycle Image

This guide covers the importance of donor stewardship in order to maintain donor retention, explains why donor retention is economically beneficial compared to acquiring new donors and how it increases your organization’s rate of return.

June 29, 2020 7 min read
donor pyramid

Starting or running a capital campaign? Here’s how to build a donor pyramid or fundraising pyramid to ensure success. Skipping this step can be costly.

May 28, 2020 5 min read
Retail banking image

To enhance your video conferencing experience consider your headspace, background, the appropriate amount of lighting and noise level.

May 27, 2020 3 min read

Tune in for an executive briefing and live 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. View the E …

May 26, 2020 < 1 min read

WealthEngine caught up with Ian Swedish from CCS Fundraising to reflect on the current landscape after 60 days and prepare for the next 90 days. Tune in for an engaging session about creating strategic short term action plans that will help you define …

May 21, 2020 < 1 min read

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 …

May 6, 2020 < 1 min read

These 5 critical steps for your Giving Tuesday Now follow up will increase your fundraising beyond what you capture from initial donations.

May 5, 2020 5 min read

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. View the Executive Briefing On Demand Watch Now Tune in to learn: …

May 5, 2020 < 1 min read

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. View the Executive Bri …

May 4, 2020 < 1 min read
financial advisor prospecting

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

May 1, 2020 6 min read
An arrow image pointing north, east and west to represent triage and decision making

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

April 28, 2020 6 min read

Master the art of the uncomfortable ask during the COVID-19 pandemic amongst people with shared values and commitment to your team’s success.

April 23, 2020 6 min read

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. View the Executive Briefing On Demand Watch Now Tune in to learn: Ho …

April 21, 2020 < 1 min read
ways to prospect

Discover how different ways of prospecting can help you enhance your outreach and create a loyal base of donors and customers for the future.

March 26, 2020 3 min read
nonprofit events

Nonprofit events are strategic opportunities for you to engage your prospects. Discover how you can leverage wealth insights to cultivate and nurture relationships with your prospective donors.

March 24, 2020 3 min read
luxury consumer demographics

Understanding the demographics and interests of your luxury consumers can help you lower acquisition costs. Find out more about how to leverage wealth insights to strengthen your existing customer relationships.

March 19, 2020 4 min read

Follow this proven 3-point strategy to generate a high return on invested capital amidst economic instability and uncertainty due to coronavirus, COVID-19.

March 17, 2020 5 min read
storytelling for fundraising

Forging genuine connections with donors through nonprofit storytelling can inspire them to give. Explore how storytelling can be leveraged for fundraising.

March 17, 2020 3 min read

Part of your group’s Giving Day planning should include some activities that create enthusiasm for your fundraiser. Different Giving Day ideas can help put your organization in the spotlight with donors and the media. All that attention can lead to hav …

March 16, 2020 5 min read
wealthengine covid-19 coronavirus

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

March 12, 2020 < 1 min read
luxury hospitality brand

To compete for the wealthy wallet, hospitality brands must forge deep connections with customers. Explore the 3 key strategies luxury hospitality brands can implement to enhance their efforts.

March 12, 2020 4 min read
capital campaign best practices

A dynamic team is the core of a successful campaign. Here are some capital campaign best practices to help you manage your staff during your campaign.

March 10, 2020 5 min read

Giving Days for nonprofit fundraising are essential to every nonprofit’s plan. Optimize your strategies and plan a successful Giving Day with these tips

March 6, 2020 7 min read
luxury lifestyle marketing

Today’s luxury consumers purchase items that act as an extension of their values and identity. Here are 3 ways to boost your luxury lifestyle marketing strategy.

March 5, 2020 3 min read
starting a capital campaign

Leveraging wealth insights can help you start your capital campaign on the right foot. Follow these steps to structure your capital campaign effectively.

March 3, 2020 4 min read
annual giving campaign ideas

Once your annual giving campaign starts, it’s necessary to keep your momentum going & actively engage your donors. Let’s explore the top 5 annual giving campaign ideas you can implement to make your campaign a success.

February 21, 2020 6 min read
giving tuesday vs giving day

Giving Tuesday vs Giving Day: does one serve your organization’s needs better than the other? Let’s explore the factors you should account for when deciding which day to participate in to boost your efforts.

February 14, 2020 5 min read
luxury brand marketing

Why do consumers consider one brand to be a “luxury” brand and another brand not? Exclusivity? Performance? Quality? Innovation? Heritage? For the most part, those all have been defining characteristics of a luxury brand, and they still are. However, t …

February 12, 2020 6 min read
nonprofit giving day

Setting up a giving day for your nonprofit is a great way to raise awareness for your cause & collect gifts. Discover the 8 reasons why you should set one up and how you can leverage wealth insights to boost your fundraising.

February 14, 2020 5 min read
WealthEngine Valentine's Day 2020

Happy Valentine’s Day from WealthEngine! Check out how you can leverage our platform to uncover wealth insights on singles across the nation.

February 14, 2020 < 1 min read
recruit diverse board members

Boards are moving to recruit diverse board members to maximize their effectiveness by amplifying marginalized voices and creating space for different perspectives. Discover how WealthEngine can help you diversify your board.

February 7, 2020 5 min read
luxury brand marketing strategy

A successful luxury brand marketing strategy hones in on hyper-personalizing communication with consumers. Let’s explore what you can do to improve your strategy.

February 6, 2020 4 min read
prospect research

Prospect research helps you produce a strong pipeline of qualified prospects, and gives you a better impression of donor behavior. Read to learn more.

January 31, 2020 3 min read
major donor cultivation

How can you replicate past donor success to secure more gifts now and in the future? Let’s explore how and why modeling is critical to successful major donor cultivation and fundraising. 

January 31, 2020 5 min read
wall street bonus schedule 2019

The 2019 Wall Street bonus schedule is a major opportunity for nonprofits to boost their fundraising. Let’s explore the impact of these bonuses will have on your organization, your donors, and how you’ll benefit from them.

January 17, 2020 3 min read
wall street bonus schedule

Wall Street bonuses are scheduled in the first quarter of the year to celebrate market growth. Let’s explore the impacts of these bonuses on the luxury market and how they can benefit your business. 

January 17, 2020 4 min read
what is an annual giving campaign

How best do you structure your fundraising efforts to meet your annual giving goal? Let’s explore the 8 phases involved in an annual giving campaign.

January 16, 2020 6 min read
trends in millennial spending

As millennials gain greater economic power, businesses must understand their distinct spending habits. Let’s explore the top 9 areas where millennials will spend their money.

January 10, 2020 3 min read
7 Tips for Building Stronger Major Donor Relationships

Before a donor makes a gift, you need to be proactive in retaining their attention. Follow these 7 best practices, provided by MarketSmart, to develop stronger relationships with your donors.

January 7, 2020 11 min read
what is an annual gift

An annual gift is a contribution given to support the basic functioning of a cause. Let’s explore the importance and levels of annual giving.

January 6, 2020 5 min read

2019 was a year of expansion and growth. Thanks to our team, customers, associates, and partners, we’re ready to continue leveling up. Let’s look take a look back at some of our highlights and how we’ll be breaking new ground in 2020.

December 27, 2019 7 min read
planned giving marketing plan

Cultivated donor relationships are at the core of planned giving. Let’s explore the 4 key steps you should implement in your planned giving marketing plan.

December 13, 2019 6 min read
nonprofit trends

Predictive analytics are providing nonprofits with the tools to enhance their donor engagement. Check out the 5 nonprofit trends being influenced by tech as we move into 2020.

December 11, 2019 4 min read
major donor fundraising

Major donors are the cornerstone of philanthropic giving. Check out the top 5 strategies you can implement to boost your major donor fundraising.

December 9, 2019 4 min read

In the last major update made to WealthEngine9 (WE9) two weeks ago (9.1 release), we introduced new tools on our platform such as WealthSignal™, designed to enable prospect researchers and wealth managers to speed up their decisions on their best prosp …

December 9, 2019 2 min read

Learning about your auction attendees is essential if you want to put on a successful event. Explore what you should know about your guests using this guide!

December 3, 2019 6 min read
AI for Retail

Does AI sound like it’s all hype? For the retail sector, it turns out that AI can have many applications. Similarly, it can help you integrate processes across the value chain. Why AI for Retail? 84% of customers say that experience is as important as …

November 29, 2019 3 min read
financial services planning and budgeting

If you haven’t started your financial services planning and budgeting, here are 5 best practice tips to guide you and get you ready for the next year.

November 29, 2019 3 min read
planned giving tools

Learn how planned giving tools like wealth screenings & modeling can enhance your understanding of your donors, and help deepen your engagement strategy.

November 27, 2019 3 min read
financial advisor marketing ideas

A good financial advisor marketing plan must match overall business goals. Read more for financial advisor marketing ideas that get closer to these goals.

November 27, 2019 4 min read
everyday giving

The Power of #EverydayGiving! As we approach #GivingTuesday this year, I’m reminded of how our primal instincts are awakened on days like Black Friday, Singles Day, Cyber Monday, and Prime Day, among others.  Why do brands take advantage of this phenom …

November 27, 2019 5 min read
wealthengine dashboard 9.1

We’ve got a Thanksgiving treat for you to help you reach your #GivingTuesday and end-of-year goals. WealthEngine 9.1 is live and includes updated data and more to help you close 2019 and start 2020 strong! Update Your Records for Higher Accuracy Outdat …

November 25, 2019 2 min read
planned giving definition

Planned giving is a donor’s intention to contribute a major gift beyond their lifetime. Read more to learn the 3 main ways donors contribute planned gifts.

November 22, 2019 3 min read
wealth signal

Explore how WealthEngine’s Wealth Signal will help prospect researchers & wealth managers make informed decisions on the best prospects to pursue & engage. 

November 22, 2019 4 min read
retail banking customer segmentation

Challenges in retail banking are numerous. Here is how data, analytics and refined retail banking customer segmentation can help you overcome them.

November 21, 2019 5 min read
state of charitable giving

Overtime, charitable giving seems to be declining nationally. Let’s explore the 3 key trends that are influencing the state of charitable giving in the U.S.

November 13, 2019 3 min read
dc central kitchen

DC Central Kitchen CEO Mike Curtin states the key to effective donor engagement is standing up for your principles. Check out the 3 key qualities involved in forging donor connections that last.

November 8, 2019 3 min read
giving tuesday plan

Want to boost your fundraising and engage your donors come giving day? Follow these 5 tips to enhance your Giving Tuesday plan.

November 8, 2019 4 min read

When you know other factors that are influencing a prospect’s life, you can find money in motion. WealthEngine can provide these insights to you.

November 6, 2019 3 min read
high net worth donors

High net worth donors want to make purposeful, actionable, and informed philanthropic decisions. Here are the 6 major questions they’ll ask before they do.

October 23, 2019 4 min read
data strategy best practices

Your organization has lots of data. But, are you getting value out of it? Learn how to drive value & personalization through data strategy best practices.

October 21, 2019 5 min read
nonprofit storytelling

Impactful nonprofit storytelling can galvanize donors into giving and help organizations forge deep connections with prospects. Read more to learn how.

October 18, 2019 3 min read
delivering innovation

Organizations to innovate in order to personalize. Delivering innovation means meeting customer expectations by balancing technology with the human touch.

October 17, 2019 3 min read
retail marketing

Personalization is a key strategy in retail marketing as consumers become more diverse. Learn how businesses can achieve this while maintaining scalability.

October 14, 2019 5 min read
Donor Advised Funds

Donor-Advised Funds are growing exponentially. They can be a great way to facilitate funding from existing donors. Learn more with our best practices guide.

October 7, 2019 2 min read

Personalized engagement can be powerful for ROI. Learn how to drive up connversions, hear what industry experts had to say at WE Prosper Summit 2019.

October 4, 2019 3 min read
giving tuesday ideas

Here’s your gameplan for the biggest nonprofit day this year: Use our top 5 Giving Tuesday ideas & Giving Tuesday checklist to ensure success.

September 23, 2019 4 min read
black friday marketing campaign

Can luxury retailers take advantage of Black Friday without diluting their brand? Read more to plan your Black Friday marketing campaign for 2019.

September 5, 2019 4 min read
financial advisor prospecting ideas

Financial services prospecting ideas that go beyond cold calling: Data Models can drive prospecting activities for financial services effectively.

August 30, 2019 4 min read
How to market a financial services company

Marketing a financial services business means gaining customer trust. Here’s what CEOs & execs need to know about how to market a financial services company

August 28, 2019 6 min read
capital campaign thank you letter

Expressing gratitude allows you to cultivate and nurture donor relationships. Explore the 4 elements you should involve in your capital campaign thank you letters.

August 26, 2019 3 min read
financial services issues

Integrating tech-centered business models in FinServ is now a necessity. Let’s explore the top 5 financial services issues & how to navigate through them.

August 23, 2019 5 min read
marketing strategy for luxury real estate

Luxury real estate market trends are changing as HNWI needs become differentiated. Use these trends to build your marketing strategy for luxury real estate.

August 7, 2019 4 min read
grateful patient philanthropy

The core of grateful patient philanthropy is wealth screening. Explore what to do before you screen, and how to identify which patients are likely to give.

August 7, 2019 4 min read
wealth indicators

Do all wealthy individuals spend and give the same way? Check out our universal wealth indicators so you can easily identify your next best prospect.

August 5, 2019 3 min read
nonprofit fundraising ideas

With digital fundraising gaining popularity, the nonprofit landscape is evolving rapidly. Here are 14 nonprofit fundraising ideas to boost your cause!

July 30, 2019 8 min read
Understanding WE Analyze

WE Analyze helps you gain insight into your audiences and find prospects just like your best. Let’s dig into the details to better understand WE Analyze.

July 24, 2019 5 min read
customer segmentation models

Donor Segmentation Fundraising helps tailor your advancement efforts. Learn how to segment donors and use Donor Segmentation Models to increase conversion.

July 24, 2019 4 min read
Sample RFP

Want to find a wealth data analytics provider? We have the sample RFP evaluation criteria you need. Use our RFP template to find your ideal vendor.

October 16, 2019 3 min read
API integration

API integration can add convenience and immediacy to your wealth screening and prospecting. Learn about maximizing your CRM and gaining real-time insights.

July 18, 2019 4 min read
reading a wealthengine profile

When reading a WealthEngine profile, it’s important to sift through relevant data that will inform your interactions with customers and prospects.

July 16, 2019 2 min read
Hospital Fundraising

Donors and Prospects cannot be treated the same. Diversify your strategy to propel your hospital fundraising to new heights. See how custom models can help.

July 12, 2019 4 min read
chief development officer

If you’re in nonprofit leadership, you know fundraising is changing in a big way. Chief Development Officers need to upskill themselves ASAP to stay ahead.

July 11, 2019 5 min read
fall donation drive

Wealth screenings are the key to a successful fall donation drive. Let’s explore 5 tasks you can implement to make your fundraiser a success.

June 24, 2019 4 min read
donor fatigue

Ever wondered if Donor Fatigue is real? Yes, in fact, it can be a major obstruction to building long-term relationships. Learn what it is & how to avoid it.

June 24, 2019 6 min read
engaging alumni

If your newly minted alumni donate even a small amount in the next 10 years, they will likely become lifetime donors. Use these 7 steps for engaging alumni.

June 17, 2019 4 min read
direct to consumer

Direct to consumer marketing is transforming how brands interact with their consumers. Here’s how to create a successful strategy that drives more sales.

June 7, 2019 4 min read

With the Great Transfer of Wealth upon them, millennials are beginning to approach their wealth differently. Discover how in the 2019 Millennial Wealth Report.

May 29, 2019 < 1 min read
Day of Giving

University Days of Giving are a great platform to attract new and repeat donors. Learn more about identifying major gift potential among these donors.

May 17, 2019 4 min read
Salesforce Connector

WE Salesforce Connector is a convenient link between Salesforce and WealthEngine’s powerful data on wealth, lifestyle, interests and affinities.

May 16, 2019 4 min read
email marketing best practices

Ever wonder why your email marketing campaigns see low click-through rates or CTORs? Use our best-practice tips to refine your email marketing strategy.

May 15, 2019 3 min read

When you hear the phrase “social network,” your first thought might be seeing another “Which character in Game of Thrones are you?” personality test that another friend has shared on Facebook. Add the word “professional” in front of “social network” an …

May 6, 2019 2 min read
university fundraising

A little known secret to university fundraising is modeling. Learn how your screening data can help you find donors you may have overlooked.

May 1, 2019 5 min read

Using a custom data model created by WealthEngine, the organization was able to efficiently move high net-worth prospects along on the donor journey model.

April 30, 2019 3 min read

WealthEngine’s client is a top global, luxury car maker. The company realized that they had to move away from one-to-many communications to a one-to-one approach. Their research had shown that 59% of luxury consumers agreed that personalization is key …

April 30, 2019 2 min read

The university found that Major Gifts were a challenge. WealthEngine’s Client Engagement Manager suggested that they use wealth modeling as a solution.

April 26, 2019 2 min read
major gift fundraising

Major Gifts Fundraising often has lead times as long as 2-3 years. WealthEngine’s data modeling reduces lead time by finding the best major gift prospects.

April 25, 2019 6 min read

Last week, Salesforce (NYSE: CRM), the global leader in customer relationship management, announced that it would merge with its independent nonprofit social enterprise,, to further scale its philanthropic efforts. By integrating Salesfo …

April 24, 2019 3 min read

Today, WeathEngine celebrates Earth Day by holding high one of our customers who is nourishing our planet and building passionate engagement. Nourishing the earth starts with cultivating community. At the Pennsylvania Horticultural Society, they believ …

April 22, 2019 < 1 min read
luxury hospitality industry

Customer loyalty means everything in the luxury hospitality industry. See what it takes to drive engagement and set a luxury brand apart in this industry.

April 17, 2019 5 min read
grateful patient program

A little known secret to successful grateful patient programs is modeling. It empowers you to screen new patients with extraordinary precision. Here’s how.

April 8, 2019 5 min read

Get ready college ball fans: March Madness is coming to an end, and we’re down to the final four! To celebrate the final few games, and the final few teams, we decided to use our wealth and lifestyle insights to find the wealthiest basketball fans in e …

April 5, 2019 < 1 min read
share of wallet

Whether you’re marketing for a brand or cause, wealth insights and an understanding of share of wallet can help you sharpen your prospecting and outreach.

January 24, 2020 4 min read
inner circle

Need a warm introduction to a prospective donor? Here’s how to leverage your Inner Circle, your closest contacts, to find out who they can connect you to.

March 21, 2019 4 min read

The millennial population is changing nonprofit & commercial spaces. So, what influences millennials? And how do their values influence millionaires?

March 19, 2019 2 min read
data mining for customer segmentation

Customer segmentation data mining is a data-validated method to refine targeting. Marketers benefit from segmentation powered by data mining.

March 11, 2019 3 min read
Chief Development Officer

The 2019 U.S. Millionaire Report touched on themes highlighting the ways consumer demographics are changing nonprofit and commercial spaces. The biggest indicator? Diversity in the millionaire population. With a growing population of 30 million individ …

March 11, 2019 < 1 min read

The best way of marketing to millionaires? Personalizing your outreach. Read more to learn how, and download your copy of the 2019 U.S. Millionaire Report.

February 27, 2019 2 min read
wealth models

Wealth models validate instincts by quantifying data. They enable fundraisers and marketers to make data-driven decisions instead of educated guesses.

February 22, 2019 4 min read
Donor Advised Funds

With WealthEngine’s Hidden Donor Calculator, discover donors, hidden away in your database, who have major gift and annual giving potential.

February 19, 2019 < 1 min read
artificial intelligence & machine learning

Artificial Intelligence and Machine Learning help customers build models to identify their next best prospects through up to date, personalized insights.

February 19, 2019 3 min read
customer segmentation models

Customer segmentation models lead to personalized marketing and increased engagement. Read how models and customer segmentation analysis get big results.

February 15, 2019 3 min read

They’re single and ready to mingle! Introducing our breakdown of the United State’s most eligible, wealthy singles. Learn all about their interests, where they live, what they do, and much more. With WealthEngine’s wealth and lifestyle insights, you ca …

February 13, 2019 < 1 min read
Non-obvious trends

The need for personalized wealth management is growing. But, how best can you engage your clients? Check out the top four emerging financial services trends.

January 24, 2020 3 min read
grateful patient program checklist

Successful grateful patient programs prioritize gratitude and physician relationships. Check out our grateful patient program checklist to learn more.

February 8, 2019 6 min read
concierge marketing strategy

Developing a concierge marketing strategy for your brand can help you identify and appeal to each consumer’s mindset, interests, and passions.

February 8, 2019 2 min read

WealthEngine, as the leader in wealth intelligence in the United States, specializes in helping you identify, understand, and connect with wealthy individuals. Our WealthEngine Research Lab has updated our now highly anticipated 2019 U.S. Millionaire R …

January 29, 2019 2 min read
Prospect Research Best Practices

Prospect research best practice recommendations combined with tailored solutions to help nurture both donors and prospects.

January 25, 2019 4 min read
donor lifetime value

Donor Lifetime Value estimates what a donor is likely to contribute over their lifetime. Here’s how to calculate that number and predict future donations.

January 23, 2019 3 min read

Learn how to refine your financial services marketing to get effective results. Leverage digital channels & data to create deep connections with clients.

January 10, 2019 8 min read
fundraising strategy

A successful fundraising strategy for your nonprofit relies on 3 things: sequential solicitation, focused communication, and donor motivations. Read more.

January 3, 2019 3 min read

The evolution of big data, and fundraising data analytics, is transforming the way we market to donors and prospects. Read to learn more.

December 12, 2018 4 min read
precision marketing

High precision marketing is no longer an advantage, it’s a necessity. Learn more about how you can leverage wealth data to better understand your consumers.

December 11, 2018 3 min read
prospect automation

The evolving nature of the data landscape will transform how you find your next best prospect. Read more to learn all about the rise of prospect automation.

December 6, 2018 4 min read
fundraising campaign ideas

You’ve started your capital campaign, but you notice your efforts are faltering. Now what? Here are some fundraising campaign ideas to revamp your efforts.

December 5, 2018 4 min read

Inheriting a fundraising campaign involves great attention to detail. Here are 4 essential questions to ask yourself when you refine your campaign approach.

December 4, 2018 3 min read

Successful grateful patient programs can generate a 20x return on investment within 3 years. Follow these 4 steps to set up program for your organization.

December 3, 2018 4 min read

#GivingTuesday isn’t just a time for fundraising, it’s a time to collect data. Read more to find out the steps you can take to put your plan into action.

November 26, 2018 3 min read
November 21, 2018 < 1 min read
donor research profile template

Use this donor research profile template to capture the most important giving capacity and propensity indicators during your donor prospect research.

November 21, 2018 3 min read
what is a capital campaign

A capital campaign is a rigorous attempt made by a nonprofit, to raise major gifts for a specific goal. Read more to learn all about capital campaigns.

November 20, 2018 4 min read

Use these ten capital campaign feasibility study questions to help you make your campaign goals realistic and achievable.

November 15, 2018 3 min read
wealth screening

Wealth screening applies wealth data to a list of contacts to understand their giving and spending capacity and propensity. Result: find the best prospects.

November 14, 2018 3 min read

Predictive prospecting uses data about the interests, personal property, and other characteristics of your existing clients to find the best new prospects.

November 12, 2018 3 min read

If you are a fundraiser, it’s definitely no surprise to you that the time for year-end fundraising is right around the corner. Even if you are close to hitting annual targets, #GivingTuesday is a huge opportunity to boost your efforts and help you exce …

November 5, 2018 3 min read
Single Millennial Know Your Millionaire Report

We put together this millennial millionaire infographic to give you a comprehensive picture of who these single millennial millionaire are, what they own, what they do, and how they live. Unleash the power of WealthEngine on your own customers and pros …

November 1, 2018 < 1 min read
happy halloween from WE

This year, let’s skip the tricks and go straight for the treats. Contact us today to see how we can help you find your next best prospect.

October 31, 2018 < 1 min read

Over the past few years, marketing has experienced a shift. As businesses moved into digital channels, and with the emergence of social media platforms, they were given the opportunity to communicate with customers on an individual level. Although pers …

October 29, 2018 3 min read
omnichannel luxury marketing

Omnichannel luxury marketing strategies offer a distinct way to interact with customers. They can enjoy a seamless experience from channel to channel.

October 15, 2018 4 min read
recurring donor

Recurring Donors decrease acquisition costs and make giving more predictable. Read for insights from the 2018 Nonprofit Recurring Giving Benchmark Report.

September 21, 2018 3 min read

With more brands entering the market at every level of luxury, let’s examine the trends that can help set these purveyors of refinement apart.

September 14, 2018 3 min read

Last Updated on March 7, 2022 Wealth trends are constantly changing. While using a standard luxury product marketing strategy for every consumer may generate sales, by fine-tuning your approach you can get more business from the luxury consumer who bec …

October 7, 2019 4 min read
wealth data

Data and marketing go hand-in-hand in today’s digital world. With the holiday shopping season coming up, the time for retailers to start their marketing activity is now. Black Friday and Cyber Monday are known for raking in exponential revenues year af …

September 5, 2018 4 min read

Did you know you could be taking advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? WealthEngine’s powerful but simple API lets you look up the net worth of almost anyone in the U.S. in real time! W …

September 4, 2018 2 min read

Healthcare fundraising success often relies upon running efficient Grateful Patient Programs. WealthEngine’s P2G score plays a key role in healthcare fundraising. For instance, we talked to a large Midwestern Health System that was already using a diff …

August 23, 2018 3 min read
lead generation

Did you know you could be taking advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? WE Analyze helps you can gain deep insights and actionable intelligence on your top customers or donors. These insights …

August 13, 2018 3 min read

Take advantage of WealthEngine beyond richly layered profile searches, and fast-paced wealth screenings? Find highly engaged prospects with WE Prospect.

July 31, 2018 2 min read

Have you seen this story? Someone left the Henry Street Settlement a multimillion dollar donation, in fact the biggest individual donation thus far in New York history! This someone wasn’t some well-known, billionaire philanthropist. In fact, it was a …

July 23, 2018 3 min read
social media blog image.jpg

Our marketing intern, Gaia Jinsi shares social media tips and tricks to grow your following and increase engagement on each platform.  Social media has opened up the world in a way never seen before in human history. As its influence, versatility, …

July 18, 2018 6 min read
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Nonprofits looking for their next best donor or luxury goods retailers and service providers looking for their next best customer need not only to know their prospects but also to understand what drives them. Personalization is more than the new market …

July 16, 2018 2 min read

WealthEngine announced last week that it has joined Pledge 1%, a corporate philanthropy movement dedicated to making the community a key stakeholder in every business. Spearheaded by Atlassian, Rally, Salesforce and Tides, Pledge 1% empowers companies …

July 9, 2018 2 min read

Last week (Jun 19-21), the Future of Fintech conference in NY was attended by everyone from the largest financial corporations to up and coming Fintech start-ups. Subjects revolving around wealth, cryptocurrencies, emerging markets, investment trends w …

June 27, 2018 < 1 min read
year end fundraising

We have a list of data-driven best practices to strengthen your year-end fundraising and annual planning for the following year.

June 19, 2018 4 min read
US Open Crop.PNG

With the U.S. Open teeing off, we used the WealthEngine platform to take a look at wealthy golf fans in the New York area and see what they have in common. In less than a minute, we analyzed this group and put together a complete picture of who these w …

June 11, 2018 < 1 min read

In honor of International Women’s Day, we took a look at our data to see how far women have come in many different industries. Across the board, women have made huge strides in business ownership, executive roles, and board membership. Our powerful sol …

March 8, 2018 < 1 min read
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Happy Valentine’s Day from WealthEngine. Who are America’s most eligible bachelors and bachelorettes? How do the young wealthy singles differ from the older ones? Curious how we found and analyzed this list? We started by creating a list in WE Prospect …

February 14, 2018 < 1 min read

WealthEngine has you covered. With over 35 integrations and counting, WE makes it easy to add wealth intelligence to your business processes. WE is integrated with leading providers like Salesforce and Ellucian, and is compatible with Blackbaud’s Raise …

January 31, 2018 < 1 min read

January 24, 2018 – Bethesda, MD – WealthEngine, under the new leadership of Dennis Ainge, has created an executive advisory board. The purpose of the advisory board is to provide strategic guidance to the business as it continues to lead the nonprofit …

December 9, 2019 2 min read

Patients and their families have an affinity for your hospital and can be good prospects for fundraising. These grateful patient program tips can help.

January 8, 2018 3 min read

Happy New Year

January 2, 2018 < 1 min read

Happy Holidays from WealthEngine. WE hope you and your families have a joyous and peaceful holiday season.  

December 21, 2017 < 1 min read
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Giving Tuesday (or your Local Giving Day) has come and gone. While your “heavy lifting” is done and you’ve raised some money, what can you do to leverage these efforts? WealthEngine can help. WE have put together a great resource to help you in the wak …

December 7, 2017 < 1 min read
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During this time of year, we believe in stopping to remember what is important in life. We are especially grateful for all of our clients and partners. We hope that you have a lovely Thanksgiving weekend filled with family, friends, and good food. …

November 22, 2017 < 1 min read

Of course they’re all wealthy but what else separates these billionaires from everyone else? We took a look at the top billionaires in the country to see what their interests are, how many properties they have, who they donate to, and what their demogr …

November 20, 2017 < 1 min read

Football season is in full swing, and teams are in competition yet again on the road to Minneapolis on February 4th. There’s volumes of data on the players, but what about the fans? We’ve analyzed the 32 towns to see who drives what car, who owns a bus …

November 8, 2017 < 1 min read

Giving Tuesday. Colorado Gives Day. One Island Giving Day.  Arizona Gives Day. New York Gives Day. Illinois Day of Giving. Giving to the Max Day. All – and there are many more —  are founded with a single goal of bringing awareness to the importance o …

October 16, 2017 2 min read

As summer comes to a close, the holiday season is fast approaching! What is your brand doing to prepare for the holiday rush? Consumers will be ready to spend. What data are you using to segment your customer base and supercharge your marketing efforts …

October 10, 2017 < 1 min read

Gearing up for the end-of-year campaigns? Let’s talk about your list. As the fall season kicks into high gear, most nonprofits are also gearing up for the best time to reach out to donors for those holiday and year-end campaigns. On average, most nonpr …

October 3, 2017 2 min read

At WealthEngine, we are constantly challenging ourselves to innovate in order to make our products better for you. Over the summer, we’ve been hard at work implementing some great new product features in the WealthEngine Platform. We’re excited to brin …

September 20, 2017 3 min read

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 segmen …

September 5, 2017 2 min read

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 experie …

August 24, 2017 < 1 min read

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 pre …

August 23, 2017 < 1 min read

  Message from the CEO Greetings to all and welcome to the summer WealthEngine Customer Newsletter. It’s been an exciting summer, and we’re eager to share the latest updates at WealthEngine with all of you. We are proud to be the leader in the fun …

August 16, 2017 9 min read

Involving volunteers in nonprofit fundraising can be challenging and at times downright tricky, especially with the recent decline in the volunteer rate. This makes it all the more important to identify the right volunteers and have strategies in …

August 14, 2017 2 min read

What if you could look up wealth information about customers, donors and prospects in real-time for fundraising and marketing in a streamlined and automated way? Sounds difficult, but we promise you it’s not. You really can get this information quickly …

August 9, 2017 < 1 min read

The statement ‘predictive lead scoring and analytics made easy’ seems counterintuitive. How can lead scoring and analytics be easy? If it was easy wouldn’t everyone be doing it? According to a marketing effectiveness study by The Lenskold and Pedowitz …

August 4, 2017 2 min read

The current retail landscape presents many challenges that can be difficult to manage including decreased customer growth, little transaction growth, growing competition, shifts in spending, and unfavorable demographics. With a rapidly approaching holi …

July 31, 2017 2 min read

Just as it is with a capital campaign, it’s important to track and measure your annual fund progress, allowing you to pivot and adjust as needed. Evaluate the success (or not such a success) using reports that focus on previously agreed upon metrics. …

July 23, 2017 < 1 min read

Luxury brands face tough competition to capture and retain high net worth customers. They are now facing competition from non-luxury brands, who have been gaining traction, and wallet share, among HNWI and UHNWI. In 2016, Nike was ranked the most valua …

July 17, 2017 2 min read

At WealthEngine we are always looking for ways to make improvements and enhancements that increase ease and productivity for our clients. We recently launched our batch API. To explain why this is a big deal, we spoke with our API Evangelist TJ Stalcup …

July 7, 2017 3 min read

Linda Garrison, CFRE, Senior Consultant, WealthEngine Hot off the press, the newly released Giving USA 2017 draws a line in the philanthropic sand: Of the $390.5 billion given to philanthropy in 2016, nearly 88% of that came from individuals in the for …

July 5, 2017 2 min read

When preparing for a campaign, colleges and university advancement teams have a large number of prospects available to them including alumni, the parents of incoming students, etc. Conducting a wealth screening provides you with data and insights on th …

June 27, 2017 < 1 min read

A critical component to an annual fund is your case for support. Are you presenting a clear, intriguing case for support that is likely to result in donations? If not, you’re leaving money on the table, money that could be used to support your mission. …

June 19, 2017 < 1 min read

Is lead scoring part of your marketing strategy? If not, you are missing out on revenue opportunities. Sixty-eight percent of successful marketers state that lead scoring is most responsible for improving revenue contribution. If you’re a B2C company y …

June 12, 2017 < 1 min read

This week, we attended the Marketing Analytics Conference, hosted by the DMA. The event was 2 days packed with great thought leadership and real-life examples how organizations are using analytics as the base for successful strategies. It also provided …

June 7, 2017 2 min read

Part three of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. We previously discussed the importance of having a successful data engagement and the value of having the righ …

June 5, 2017 2 min read

Marketing has become increasingly sophisticated over the years. From real-time personalization to dynamic messaging, marketers can do some powerful things to segment their audience and engage with them on a 1-to-1 basis with relevant content. While the …

June 1, 2017 2 min read

Part two of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. In our previous post we discussed how using evidence-based metrics can improve your fundraising efforts. The fir …

May 30, 2017 2 min read

Personalization in email marketing, and the positive ROI that can result, is frequently discussed. It’s been proven that personalized emails result in 6x higher transaction rates. However, personalization should not stop at email marketing. Emails are …

May 23, 2017 2 min read

Message from the CEO Greetings and welcome to the spring installment of the WealthEngine Customer Newsletter. We are proud to be the leaders in providing actionable wealth intelligence to our clients. We believe that it is our responsibility to share o …

May 18, 2017 8 min read

Part one of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team. You know that using evidence-based metrics is the key to improving all aspects of your fundraising efforts. You …

May 16, 2017 3 min read

On Wednesday, May 3, our CEO, Mark Logan, joined senior executives and decision makers at the 2nd annual Luxury Roundtable hosted in New York City by Luxury Daily. The goal of the roundtable was to discuss a serious issue facing luxury marketers: how t …

May 8, 2017 < 1 min read

You know the importance of improving fundraising operations, processes, and results. This includes any investment you’ve made in wealth screening and predictive modeling, since they’re only as good as your implementation after receiving the data.  …

May 1, 2017 2 min read
marketing to the affluent

Millennials are a key consumer segment whose attention is highly valued. An updated approach is needed when marketing to the affluent millennial consumer.

April 24, 2017 3 min read

In times of higher costs and shrinking donor prospects, it’s extremely important to manage your current donor relationships. Your best donors are your current donors. That’s not to say you should let your prospecting go. Instead, it means you need to m …

April 15, 2017 2 min read

In the fundraising world affinity scores are often discussed. And with good reason. We all know that a wealthy constituent is just that – a constituent. When you have a wealthy constituent who is also engaged with, or has an affinity for, your organiza …

April 11, 2017 2 min read

Social data comes from various outlets.  It’s not just your online presence; it is in-person meetings, networking events, phone calls and even gossip. You capture all of these points in your database, building detailed profiles. With all of t …

March 30, 2017 2 min read

Depending on who you ask, it’s quite possibly one of the best times of the year – the NCAA basketball tournament. In the spirit of the competition we decided to take a look at the wealthy individuals in the city each university in the Final Four is loc …

March 27, 2017 < 1 min read

Annual funds are as different and varied as the organizations that run them. From the large-scale direct marketing solicitation of tens of thousands of prospects to the targeted email blast to a few hundred regular donors, annual giving remains the bac …

March 21, 2017 < 1 min read
identity resolution

At the risk of dating myself, we’re going to take a trip down memory lane today. Let’s jump in the way-back machine and look at the business application journey since the 1990s. It’s interesting to see the evolution of business applic …

March 14, 2017 3 min read

Everyone struggles to keep their donor database up to date. Databases become disorganized for a multitude of reasons – time constraints, lack of understanding, inconsistent data entry, staff turnover; the list goes on and on.  Whatever your reason …

March 7, 2017 2 min read

Part Two: Creating a Culture of Philanthropy In Part One we discussed how training and professional development, along with a comprehensive development plan that has buy-in from key stakeholders, can help alleviate some of the challenges facing the non …

February 28, 2017 3 min read

Part One: Professional Development and the Development Plan Executive Directors and Development Directors are often faced with some significant challenges when it comes to fundraising. While the magnitude of these challenges can vary, they are not insu …

February 21, 2017 2 min read

Message from the CEO Welcome to the Winter edition of our WealthEngine Customer Newsletter. 2017 has gotten off to a fast start. With changes in the business and political landscapes, many organizations find themselves looking for solutions that contin …

February 16, 2017 10 min read

In honor of Valentine’s Day we analyzed the wealthiest bachelors and bachelorettes in the country. Take a look at the infographic below to see where these singles live, what they’re interested in, how charitable they are, how many properties they own, …

February 14, 2017 < 1 min read

Wealth intelligence allows luxury marketers to truly understand the affluent consumer and their wealth, demographic and lifestyle attributes. This insight is critical, as marketers work to build targeted marketing strategies that reach the most qualifi …

February 7, 2017 < 1 min read

Welcome to the final part of our 5-part blog series on how you can use wealth data in real-time to improve your marketing and generate more sales. We have covered a lot in our journeys through APIs over the past few months. In the first post, we discus …

January 31, 2017 3 min read

The digital world is growing at an astounding rate, giving companies access to data and content that can be utilized across multiple channels within their engagement and marketing strategies. The connection that allows all of these data transfers to ha …

January 24, 2017 < 1 min read

At WealthEngine, we know wealth. We also know how important marketing and building relationships are to our clients. The entire WealthEngine team believes you can never stop learning: whether it’s knowing more about your customers and prospects or unde …

January 10, 2017 12 min read

New Years Card


WE at WealthEngine want to wish you bright future in the coming year!

December 29, 2016 < 1 min read
Data Strategy

There are two ways to build a stronger fundraising program: understanding your donors better and identifying new prospects. Integrating wealth data into your donor management system (DMS) or customer relationship management (CRM) system can help you ac …

December 15, 2016 2 min read

We all know the finest prospects are those who align themselves with your mission, have great wealth and donate – the perfect trifecta. However, when shopping for new prospects, how do you know who will meet this criteria?  By using mult …

December 8, 2016 2 min read

Welcome back to our 5-part blog series on how you can use wealth data in real-time to improve your marketing and generate more sales! Throughout these posts, we are focused on using our real-time API connection. In Part 1, we discussed how to prioritiz …

December 2, 2016 3 min read

This past #GivingTuesday, WE hosted a food drive in our Bethesda Office for DC-based charity Food and Friends. The office teamed up to gather healthy, non-perishable food in order to help Food and Friends fulfill their mission of providing specialized, …

December 1, 2016 < 1 min read

Fund development programs span a wide range of activities and competencies. As advances in areas such as technology, data analytics, business intelligence, and market research continue to drive increasing sophistication in the fundraising sphere, it be …

November 28, 2016 3 min read

Happy Thanksgiving!


WE at WealthEngine are wishing everyone good eats, good times with family and a Happy Thanksgiving!

November 22, 2016 < 1 min read

It’s hard to believe that #GivingTuesday is just one week away! Entering its fifth year, #GivingTuesday is a social media movement that was begun to remind people of the importance of giving back. Held on the first Tuesday following Thanksgi …

November 21, 2016 2 min read

Message from the CEO Greetings and welcome to the Fall edition of our WealthEngine Customer Newsletter. As 2016 comes to a close, we look to finish another successful year in support for our outstanding customers. We are proud to provide you with the i …

November 16, 2016 10 min read

Do you know your customers? No, do you really know your customers? As a luxury provider, you may not know them as well as they know you. You’re used to delivering a personal experience to customers you’ve won over, but the only way to attra …

November 4, 2016 2 min read

Welcome back to our 5-part blog series on how you can use real-time wealth data to generate more revenue. Throughout these posts, we are focused on using our real-time API connection to drive better marketing and more sales. In the first post, we discu …

October 24, 2016 2 min read

The key to engaging prospects and rising above the noise is targeting the right people and personalizing your offers and calls to action. In order to do this effectively you need to have access to real-time insights. We’ve put together this infographic …

October 20, 2016 < 1 min read

As the end of the year approaches and the giving season ramps up, donors find themselves giving more to their favorite charities. As Giving USA reports, charitable giving continues to rise, in part because of growth in several key economic factors, inc …

October 17, 2016 2 min read

Our team returned from another successful Dreamforce last week – and what a week it was! Dreamforce is the user conference hosted by Salesforce in San Francisco every year. It’s also the largest sales and marketing event in the country, with over 150,0 …

October 13, 2016 3 min read

Let’s spend this week diving into a story. Three years into a stalled capital campaign, an arts nonprofit finally engineered bond financing in order to build the facility that the then-executive director and the board were determined to have.  A …

October 7, 2016 3 min read

Welcome back to our 5-part blog series about how you can use wealth data to supercharge your real-time sales and marketing strategies through an API. In our first post, we discussed how to prioritize and understand your best leads from the moment they …

October 3, 2016 3 min read

Data is only your most important asset (after people, of course!) if it’s clean, consistent, accurate and complete.  If data is not maintained to these standards, any reporting or analytics done on top of it will be less than reliable.  We offer …

September 26, 2016 2 min read
data strategy best practices

Fall and holiday planning is in full swing and customer-centric brands have an opportunity to drastically improve the consumer experience – with wealth data. Wealth data has become the “must have” data point for brands and retailers who know how to max …

September 16, 2016 < 1 min read

With the explosion of using data and analytics in nonprofit environments, it’s no surprise that more effective methods of identifying and segmenting donors and prospects are emerging.  With the use of analytics and the appropriate sourcing of rele …

September 8, 2016 2 min read

Here at WealthEngine, we believe in the power of using wealth data to drive sales, marketing, and fundraising decisions. Our product platform provides you with a wealth(!) of information on over 300 million consumers. It truly is the best way to dive d …

August 26, 2016 2 min read

Last week, we covered the various ways marketers could use consumer-level data to help their outreach. Go back and read for yourself if you missed it. This week, we shift our focus to the sales team as we wrap up our post on how sales and marketers can …

August 19, 2016 2 min read

Marketing has become a data-driven function at most companies. Gone are the days when the Don Drapers of the world thought up extravagant marketing campaigns and executed them without running tests or conducting detailed ROI expectation studies. Accord …

August 15, 2016 2 min read

According to Independent Sector, a volunteer’s time is worth over $22 per hour.  Last year alone, 62.8 million Americans volunteered almost 8 billion hours.  As a nonprofit, you know how valuable these people are to your organization.  B …

August 5, 2016 2 min read
Swell Fundraising logo_Blue RGB-large.jpg

Read our guest post below from Swell Fundraising. According to Morgan Stanley, the thoroughly-researched and well-documented millennial generation will benefit from the largest transfer of wealth in history. Have we ever heard and tried to understand s …

August 3, 2016 2 min read

Donations are the livelihood of your organization.  And fundraising can be challenging.  It’s both an art and a science.  In order to unlock the best practices out there, you need to find out what is making fundraising and research campaigns successful …

July 29, 2016 2 min read

I can’t tell you how many times I’ve seen a nonprofit plunge head-first into a capital campaign.   Here’s the scenario: A capital campaign gets fast tracked to start. Great, right? Well, no feasibility study has been performed. An astronomically h …

July 22, 2016 2 min read

The luxury landscape is changing. Gone are the days where companies can get by simply with their brand names. Increased competition in the marketplace means that these companies need to compete for buyers and share of wallet. Today, we’ll explore 3 cha …

July 13, 2016 3 min read

WealthEngine works with nonprofits across the spectrum, from the largest universities, hospitals, and international aid organizations to local and regional arts and social service agencies.  Many of those who reach out to us are startups who have …

July 8, 2016 3 min read

WealthEngine works with nonprofits across the spectrum, from the largest universities, hospitals, and international aid organizations to local and regional arts and social service agencies.  Many of those who reach out to us are startups who have …

July 1, 2016 4 min read

WealthEngine works with nonprofits across the spectrum, from the largest universities, hospitals, and international aid organizations to local and regional arts and social service agencies.  Many of those who reach out to us are startups who have …

June 24, 2016 3 min read

With Valentine’s Day around the corner we analyzed some data on the richest bachelors and bachelorettes in the US. Wondering how we narrowed down these most eligible singles? We pulled a WE Prospect list of unmarried males and females who have a net wo …

February 10, 2016 < 1 min read

This is a collaborative post written by Jessica Smith at WealthEngine and Jeanette Russell at When you think about your top donors, do you have really clear snapshot of what they look like from both a wealth and social perspective? In oth …

December 8, 2015 8 min read

Understanding the power and insights around the data WealthEngine uses to create our WealthGraph, consisting of 250 million individuals throughout the Nation, might be complex; however, it’s valuable to our clients. Core to the products WealthEngine bu …

November 30, 2015 2 min read

I just came out of watching the latest (and maybe, just maybe the best?) Bond movie – Spectre.  Now I have to admit, I am British, I love cars, I love watches and I love Bond, so I am somewhat of a sitting duck for both the movie producers and gra …

November 19, 2015 3 min read

As a Senior Product Specialist at WealthEngine, I spend my days training clients on how to use various products they have purchased from WealthEngine. Most people assume that I only train brand new clients, but many of my training sessions are done wit …

November 17, 2015 4 min read

Want to market more effectively to the 50+ Luxury Consumer? Download the full report from Forbes Insights here. Luxury marketers are able to engage with Millennials in ways they were never able to before thanks to technology. However, this laser focus …

November 9, 2015 2 min read

For every $100 in new donations nonprofits gained in fiscal year 2014 over the previous year, they lost $95 in lapsed or reduced donations. -AFP 2015 Fundraising Effectiveness Survey Not many nonprofits think about going into a new calendar year in the …

October 20, 2015 2 min read

Last week, our team, along with over 150,000 of Salesforce’s closest friends descended upon San Francisco for Dreamforce 2015. Our goals for attending Dreamforce were as follows: As a Bronze partner, continue to strengthen our relationship with Salesfo …

September 21, 2015 < 1 min read

Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every yea …

September 10, 2015 < 1 min read

Are you going to Dreamforce? Our team is looking forward to meeting you there, you can find us in the exhibit hall and the Foundation Zone. We can’t wait to show you the recent features we’ve added along with our options for integrating WealthEngine in …

September 1, 2015 2 min read

You say you want a revolution Well, you know We all want to change the world. Business Intelligence, Predictive Analytics, Prescriptive Analytics… The Big Data revolution’s got all kinds of scientific terms buzzing around today’s boardrooms at warp spe …

August 31, 2015 3 min read

Are you going to Dreamforce? We’ll be there and we can’t wait to meet you, whether it’s connecting in the Exhibit Hall or when we demonstrate our wealth intelligence solution  in the Foundation Zone. Whether you’re new to WealthEngine or you’ve been us …

August 25, 2015 < 1 min read

You’ve got the social proof that referral marketing works. But how well is it working for you? While an endorsement from a family member or friend holds stronger influence than most advertising and marketing channels, are you doing everything you can t …

August 18, 2015 2 min read

When Embry-Riddle Aeronautical University (ERAU) was vetting vendors to help them optimize their fundraising, they were looking for the best value, the highest quality data and an experienced team of subject matter experts. After comparing their option …

August 6, 2015 < 1 min read

We know that data-driven marketing is becoming more critical to marketers and fundraisers. One doesn’t need a crystal ball to know it will continue to influence what we build and execute in 2016. Let’s be clear, it’s not about more data, but data that …

August 5, 2015 3 min read

In advertising relevance is paramount but what is relevant for one person is not for another. There are ads everywhere embedded into your daily routine, they have become synonymous with modern living. The bus stop you pass by, the gossip blog you check …

August 4, 2015 2 min read

For Certified Public Accountants who want to expand their financial services portfolios to include wealth management, 1st Global provides the tools and resources needed to make it happen. Prospect Intelligence and Audience Development for Financial Adv …

July 31, 2015 2 min read

When a company is people-focused, significant progress can be made. At WE, our focus on our customers, our teams and our partners has led to reaching new milestones and product innovation. To name a few highlights… Launched WE Prospect (Self-service …

July 28, 2015 2 min read

Every year consumers lament that they don’t even get through Halloween before they start getting inundated with holiday marketing pitches. This is compounded with the complaints companies are starting to receive around their remarketing. If a consumer …

July 27, 2015 2 min read

We gathered marketing leaders in San Francisco to talk about how to scale marketing personalization with special guest, Bryan Kramer. Bryan Kramer is the CEO of Purematter, creator of #H2HChat on Twitter and author of the book “Shareology”, just releas …

July 21, 2015 4 min read

At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

July 16, 2015 2 min read

At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

July 9, 2015 2 min read
mike lees

Are you sick of hearing the words “Big Data” yet? While “Big Data” has quite a history, it’s relatively new to those on marketing teams. And while it might sound repetitive, there’s a reason it’s what CMOs are talking about. Big data is at the core of …

July 7, 2015 2 min read

At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

July 2, 2015 2 min read

Data-driven marketers need more and better data, but the landscape continues to evolve quickly. Third-party data providers change fast and Big Data is growing exponentially. Consider a few facts:          …

June 30, 2015 2 min read
mike lees

As marketing becomes more data-driven, companies want to make sure they are capturing and synthesizing the metrics they need to understand their customers and behavior more effectively. For those that aren’t sure where to start, I recommend starting wi …

June 29, 2015 2 min read

At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

June 25, 2015 2 min read

As marketers, data is at the forefront of everything WealthEngine does. And it’s becoming more complex each day. There are three main considerations to using data: access, insights and influence. Where can you access the most insightful, actionable dat …

June 23, 2015 < 1 min read
mike lees

It’s officially summer. For many companies, that’s when things tend to slow down. For us here at WealthEngine, though, we’ve got a lot going on, and I’m excited to share it with you. Last week, I tweeted the WealthEngine’s list of 10 CMOs to Watch. As …

June 22, 2015 < 1 min read

At WealthEngine, we understand that our customers care a lot about understanding data and gleaning the actionable insights necessary to move the needle. We also know that they care a lot about privacy and data security. So does our Chief Technology Off …

June 18, 2015 3 min read

At WealthEngine, we know wealth. We also know how important marketing and building relationships are to our clients. The entire WealthEngine team believes you can never stop learning: whether it’s knowing more about your customers and prospects or unde …

June 16, 2015 9 min read
mike lees

One of my favorite things about leading the marketing team at WealthEngine is that we have access to some of the best technologists. As well as using some pretty cool tools ourselves, we rub elbows with our product management and development teams on a …

June 15, 2015 < 1 min read
mike lees

Marketing is critical to the success of a company, right? You would think that this was a commonly held belief but the true test is if the CEO sees marketing as a high priority. Forbes talks about this in their coverage of the CMO Impact Study I tweete …

June 8, 2015 2 min read
mike lees

Being a CMO means traveling. A lot. Being a 2-continent dad, also means traveling.  A lot. (It also means I write and tweet less!!). Last week was one of those weeks….starting in the UK and then taking me on to the JCK Conference in Las Vegas on Wednes …

June 1, 2015 < 1 min read

WealthEngine is excited to partner with to bring wealth intelligence together with social engagement. Hear from CEO, Rosalyn Lemieux, on why they decided to join forces with us. How were you first introduced to WealthEngine? …

May 27, 2015 5 min read
mike lees

Were you able to attend the WealthEngine Luxury Marketing webinar last week? We had thought leaders in the affluence and luxury space sharing best practices around reaching the re-emerging affluent consumer. In addition to sharing tweets around luxury …

May 26, 2015 < 1 min read

Wealth in the U.S. is growing. HNWI consumers have more cash post-recession and are ready to make investments. Whether in fashion, jewelry, auto, real estate – it’s not about the statement, but all about the sentiment. It’s about how that brand or prod …

May 21, 2015 2 min read
mike lees

It was quite a busy week on Twitter last week. Predictive analytics and data insights are always on my mind and after returning from the Gartner Digital Marketing conference the week before, I’ve got data-driven marketing on the brain more than ever. L …

May 18, 2015 < 1 min read

What interested you in joining WE? From the beginning, it was all about the people that I met.  Initially, it was just Bobby Yazdani, our Executive Chairman, and WealthEngine’s founder Tony Glowacki.  Both are very passionate about the busine …

May 7, 2015 3 min read

Regardless of wealth, we all buckled down during the recent recession. But the economy has rebounded and there is endless opportunity for luxury marketers. There’s one caveat. Luxury marketers must be strategic in their approach and most of all, truly …

April 30, 2015 2 min read

Customer intelligence can be the #1 differentiator – what sets you apart from competitors, what drives long-term brand loyalty. Now, consider it with real-time access. Bam! Take this scenario: A customer purchases an item at your high-end retail store. …

April 28, 2015 < 1 min read

This week, a few exciting changes were announced at WealthEngine headquarters. Tony Glowacki, WealthEngine’s CEO for the last fifteen years is now Co-Executive Chairman. Mark Logan, WealthEngine’s COO & President will now be CEO for the wealth inte …

April 23, 2015 2 min read

There comes a point in time when every business decides to expand outside of its current geographic boundaries. Local banks becoming regional banks. A retailer opening new boutiques. A real estate agent targeting buyers and sellers in new neighborhoods …

April 21, 2015 2 min read

There’s a lot of hype around data driven marketing – and there’s certainly a lot of companies that claim they have the services you need to drive a data driven marketing strategy. But what does that really mean? We know it’s about using unique data to …

April 16, 2015 2 min read

Email is one of the most effective ways to reach your audience. This is no secret. That’s why it’s more important than ever not to get lost in the noise. You can do this by making sure your emails have a high deliverability rate and are optimized for b …

April 13, 2015 4 min read

Here’s a guest post from our friends at Eventbrite.  They are offering nonprofits a pretty cool incentive to engage constituents in a #GivingTuesday promotion.  Read on to learn how Give More Together can help your nonprofit raise funds and a …

October 24, 2014 2 min read

There are currently almost 15 million millionaires in the United States. There’s an expected 10 million new luxury consumers each year. You do the math. There’s a vast audience of potential customers but not everyone has the same capacity and affinity …

August 6, 2014 2 min read

There is no such thing as definitive best practice for Facebook Ads. It is a constantly evolving marketplace and like any digital campaign what works and what doesn’t is not always intuitive. But here are some tips to get you started. There is no such …

July 31, 2014 2 min read

In a recent TravelWeekly article, Emmanuel Perrin, CEO of Cartier North America, was the first to say it: “Client care is the final frontier…You can’t go wrong investing in client experience… What is good for the client is good for t …

June 6, 2014 2 min read

The world of luxury continues to evolve. Luxury consumers have shifted their mindset …and their wallet. We experienced the shift from a community where Affluents wanted to be noticed to more of a sense of community where value and personal worth takes …

May 28, 2014 2 min read

In the education sector, a high performing organization is one that, on average, raises substantially more money per full-time student than its peers.  So, what is it about these high performing organizations that enables them to have such effecti …

May 8, 2014 3 min read

We’re very excited about this one!  This week we announced our acquisition of BrightContext, a company that for the last few years has led the market in helping business people make sense of large volumes of real-time data. Big Data is by no means a ne …

April 15, 2014 2 min read

I am a marketer, so I have the same priorities and hear the same trends as you ….. “use more data, segment, personalize, optimize”.   But this can all feel a little distant and hard to grasp when we are putting together that next campaign, or go-to-mar …

April 6, 2014 3 min read

Among the top philanthropy buzzwords are “data” and “data scientist”. Certainly the phrases “predictive modeling” and “data analytics” have made their way into the fundraising lexicon. Predictive modeling can have a significant impact as part of a data …

December 16, 2019 3 min read

Over the past several years, Big Data, Data Analytics and Data Visualization have become some of the noisiest buzzwords in the nonprofit lexicon.   Data, analytics, and reporting together form the basis of business intelligence, and while many nonprofi …

December 16, 2019 2 min read

In honor of Valentine’s Day, we thought it would be fun to look at America’s richest singles.  Did you know that majority of these bachelor and bachelorettes live in New York, California and Texas?  Or that the most charitable of these singles live in …

February 12, 2014 < 1 min read

I’ve long been a big fan of the wit and wisdom of Jeff Schreifels and Richard Perry of the Veritus Group.  Recently, in their Passionate Giving blog they exhorted major gift officers to clean out their clogged middle donor pipelines. Say Jeff and Richa …

January 14, 2014 2 min read