Blogs

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 …

Continue reading “Introducing Altrata”

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) …

Continue reading “A look at the Ultra Rich and the Impacts of their Wealth”

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 …

Continue reading “Trends in Giving Tuesday Fundraising Strategies for 2021”

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

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

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.

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 …

Continue reading “Take us with you! Introducing the WealthEngine Mobile App on the go”

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

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

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.

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

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 …

Continue reading “The Impact of COVID-19 on Nonprofits and the Outlook for 2021”

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

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

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.

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

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 …

Continue reading “How to Use WealthEngine’s Donor Pyramid Modeler”

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 …

Continue reading “WealthEngine Product Update December 2020”

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.

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.

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

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.

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

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

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

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.

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

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

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

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

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 …

Continue reading “WealthEngine Product Update August 2020”

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

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

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

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.

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

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.

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.

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.

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.

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

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 …

Continue reading “How to Increase Your Assets Under Management in a COVID-19 World”

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 …

Continue reading “Short Term Fundraising Action Plans: The Next 90 Days”

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 …

Continue reading “How Healthcare Organizations are Pivoting to See Fundraising Success in a COVID-19 World”

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

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: …

Continue reading “How This Nonprofit Grew from 1000 Donors/Year to 1000 Donors/Week”

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 …

Continue reading “How to Reach DAF Donors Who Are Funding Millions in Response to COVID-19”

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

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

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

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 …

Continue reading “High-Conversion Fundraising Tactics & Messages During Coronavirus Times”

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

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.

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.

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

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

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 …

Continue reading “Giving Day Ideas for Your Fundraising Event”

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.

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.

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.

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

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.

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

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.

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.

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 …

Continue reading “Redefining “Luxury Brand” for Luxury Brand Marketing”

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.

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

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.

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.

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

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. 

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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

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 …

Continue reading “WealthEngine Strengthens the Experience of its Integration and Grateful Patient Program (GPP) Clients with New Capabilities”

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!

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 …

Continue reading “AI for Retail: Supercharge Every Stage of the Customer Journey”

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.

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

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

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 …

Continue reading “Why Everyday Should Be A #GivingTuesday”

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 …

Continue reading “Close 2019 Strong! WealthEngine 9.1 is Live with Refreshed Data”

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.

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

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

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.

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.

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

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.

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.

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.

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

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

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

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.

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.

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

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

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

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

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

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.

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

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.

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.

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

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.

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

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.

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

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

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.

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.

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.

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.

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.

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

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

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

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

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.

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 …

Continue reading “LinkedIn Donor Prospects Older, Better Educated”

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

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.

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 …

Continue reading “Luxury Car Company Earns $1M from Single Event Through Modeling”

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

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.

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

Continue reading “Salesforce Integration Shows What Community Really Means”

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 …

Continue reading “Did you Know? 100% of Millionaires live on Our Earth.”

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.

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

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 …

Continue reading “The Final Four with WealthEngine: Uncovering Wealthy Basketball Fans from Your Team’s City”

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.

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.

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

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

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 …

Continue reading “2019 Millionaire Report: Diversity of the Millionaire Population”

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.

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

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

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

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

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 …

Continue reading “Rich in Love: Finding Wealthy Singles”

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.

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

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

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 …

Continue reading “The 2019 U.S. Millionaire Report at a Glance”

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

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.

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

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

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

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.

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.

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.

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

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.

#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.

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

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.

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

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

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

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 …

Continue reading “5 Reasons To Get Your Nonprofit Prepared For #GivingTuesday”

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 …

Continue reading “Know Your Millionaire: Single Millennials”

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.

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 …

Continue reading “Ethical By Design – Marketing in the Age of Personalization and Privacy”

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

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

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.

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 …

Continue reading “Luxury Product Marketing: Understanding the Luxury Consumer”

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 …

Continue reading “Wealth Data Implementation for Successful Black Friday Marketing”

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 …

Continue reading “WE API: Seamless, Scalable, Reliable Integration”

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 …

Continue reading “Healthcare Fundraising: Boost Grateful Patient Programs with the P2G Score”

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 …

Continue reading “Use Predictive Modeling to Power Up Lead Generation”

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

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 …

Continue reading “Finding Purpose”

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, …

Continue reading “Social Media Success Tips from our Gen-Z Intern”

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 …

Continue reading “Know Your Customer: LA & NY Millionaires”

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 …

Continue reading “WealthEngine Joins the Pledge 1% Movement, Makes Commitment to Integrated Philanthropy”

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 …

Continue reading “Putting Your Money Where Your Heart is: The Future of Wealth”

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

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 …

Continue reading “The 2018 U.S. Open”

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 …

Continue reading “International Women’s Day 2018”

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 …

Continue reading “Wealthy Singles in the United States: How do Millennials Stand Out?”

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 …

Continue reading “WealthEngine Integrated into Your CRM”

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 …

Continue reading “WealthEngine Creates Advisory Board and Appoints Mike Sullivan”

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

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

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 …

Continue reading “After Giving Tuesday Has Come and Gone”

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. …

Continue reading “Happy Thanksgiving from Our Family to Yours”

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 …

Continue reading “Who are the Forbes 400 Billionaires?”

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 …

Continue reading “Who are the NFL Fans? We’ll tell you.”

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 …

Continue reading “Giving Tuesday Tips: Thinking outside the box”

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 …

Continue reading “6 Ways to Maximize Your Holiday Marketing”

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 …

Continue reading “You’re Making a list, We’re Checking it Twice”

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 …

Continue reading “WealthEngine Product Release Notes – September 2017”

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 …

Continue reading “Consider the Whole Prospect Picture: Going Beyond P2G and Estimated Giving Capacity”

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 …

Continue reading “A Tale of Two Marketing Timelines – Infographic”

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 …

Continue reading “Conversations with Leaders in Luxury”

  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 …

Continue reading “2017 Summer Newsletter”

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 …

Continue reading “Five Keys to Successfully Involve Volunteers in Fundraising”

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 …

Continue reading “Accessing Wealth Data in Real-Time Through an API: It’s Not as Difficult As You Might Think”

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 …

Continue reading “Predictive Lead Scoring and Analytics – It’s Easier Than You Think.”

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 …

Continue reading “What to Do Now to Maximize Holiday Spending This Year”

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. …

Continue reading “The Data-Driven Annual Fund Part 3: Reporting and Return on Investment”

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 …

Continue reading “Maximize Revenue with a Complete Picture of your Customers’ Capacity to Spend”

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 …

Continue reading “WE Have a Batch API. And You Should Care.”

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 …

Continue reading “Giving USA 2017 Proves Why Wealth Screening is Crucial for Your Sustainability”

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 …

Continue reading “Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement”

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. …

Continue reading “The Data-Driven Annual Fund Part 2: Solicitation and Stewardship”

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 …

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

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 …

Continue reading “Marketing Analytics Conference Recap”

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 …

Continue reading “A Nonprofit’s Guide to Running a Successful Data Engagement: Work Backwards”

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 …

Continue reading “Marketing Analytics in Action: Join WE at the Marketing Analytics Conference”

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 …

Continue reading “A Nonprofit’s Guide to Running a Successful Data Engagement: Get the Right People on the Bus”

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 …

Continue reading “Take Personalization Beyond Email”

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 …

Continue reading “2017 Spring Newsletter”

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 …

Continue reading “A Nonprofit’s Guide to Running a Successful Data Engagement”

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 …

Continue reading “CEO Mark Logan on Marketing to Gen X, Y, & Z”

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.  …

Continue reading “Why Your Nonprofit Should Consider an Independent Audit to Improve Fundraising”

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

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 …

Continue reading “Keeping in Touch with Your Donors”

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 …

Continue reading “Create Your Own Affinity Score”

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 …

Continue reading “Collecting Social Data”

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 …

Continue reading “The Final Four of Wealthy Individuals”

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 …

Continue reading “The Data-Driven Annual Fund Part 1: The Building Blocks”

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 …

Continue reading “The Evolution of Persona-Based Marketing”

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 …

Continue reading “The Power of a Clean Database”

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 …

Continue reading “Three Keys to Combating Nonprofit Fundraising Challenges: Part Two”

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 …

Continue reading “Three Keys to Combating Nonprofit Fundraising Challenges: Part One”

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 …

Continue reading “2017 Winter Newsletter”

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, …

Continue reading “America’s Wealthiest Singles 2017”

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 …

Continue reading “An Analytical Approach to Wealth Intelligence: How Luxury Brands Can Grow Market Share Using Predictive Analytics and Modeling”

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 …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 5 – Closing Deals Faster and Selling More”

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 …

Continue reading “Best Practices for Integrating with an API”

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 …

Continue reading “WealthEngine’s 10 CMOs to Watch 2017”

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

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 …

Continue reading “Four Clear Benefits of Data Integration”

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 …

Continue reading “Three Ways to Stimulate your Data Collection”

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 …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 4 – Bringing out the White Glove Treatment”

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, …

Continue reading “WE Gave Back for Giving Tuesday”

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 …

Continue reading “Building an Integrated Development Team”

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

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 …

Continue reading “Eight Ways to Get Involved with #GivingTuesday”

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 …

Continue reading “2016 Fall Newsletter”

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 …

Continue reading “How Can Luxury Marketers Use Social Currency to Drive Business Results?”

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 …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 3 – Fail Fast, Succeed Faster”

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 …

Continue reading “5 Benefits of Real-time Wealth Insights Through an API – Infographic”

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 …

Continue reading “Why Do Donors Give? Eight Ways to Communicate the Right Messages to Your Donors”

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 …

Continue reading “WE at Dreamforce”

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 …

Continue reading ““If We Build It, They Will Come”: The Magical Thinking Syndrome”

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 …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 2 – Get to Know Your Audience”

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 …

Continue reading “Five Tips for Maintaining Your Data”

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 …

Continue reading “Drive 2016 Holiday Strategies with Big Data”

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 …

Continue reading “Five Ways to Use Data and Analytics to Increase Your Relevancy and Add Value to Your Fundraising”

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 …

Continue reading “The Benefits of Real-Time Wealth Insights through an API: Part 1 – Know Your Best Leads”

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 …

Continue reading “6 Ways to Use Consumer Data to Drive Better Marketing & Sales – Part 2”

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 …

Continue reading “6 Ways to Use Consumer Data to Drive Better Marketing & Sales – Part 1”

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 …

Continue reading “Attracting and Retaining Volunteers”

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 …

Continue reading “The Future of Your Nonprofit May Depend on Cultivating Millennials Now: 5 Steps to Consider in Your Development Plan”

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 …

Continue reading “The Art of Fundraising – 5 Best Fundraising Practices for an Arts & Culture Organization”

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 …

Continue reading “Setting the Stage for Success in Your Data-Driven Major Gift Campaigns”

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 …

Continue reading “Changing Trends for Luxury Marketers”

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 …

Continue reading “Three Keys to Creating a Sustainable Fundraising Program: Planning to Excel”

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 …

Continue reading “3 Keys for Creating a Sustainable Fundraising Program: Your Most Valuable Asset”

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 …

Continue reading “3 Keys for Creating a Sustainable Fundraising Program: Who’s On Board?”

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 …

Continue reading “America’s Wealthiest Singles – Infographic”

This is a collaborative post written by Jessica Smith at WealthEngine and Jeanette Russell at Attentive.ly. 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 …

Continue reading “Where Wealth Intelligence Meets Social Insights”

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 …

Continue reading “Meet the New WE Search”

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 …

Continue reading “Grateful Patrons…Special Intelligence”

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 …

Continue reading “Five Things You Don’t Know You Don’t Know (But Training Does!)”

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 …

Continue reading “Luxury Marketers: Don’t Forget About Boomers”

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 …

Continue reading “Nonprofits: Are you Ready to Fail in 2016?”

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 …

Continue reading “WealthEngine at Dreamforce Recap”

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 …

Continue reading “Must-Attend Sessions at Dreamforce 2015”

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 …

Continue reading “How many charitable young millionaires, age 18-32, live in Austin, Texas? Tell Us and You Could Win an Amazon Echo at DreamForce”

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 …

Continue reading “Business Intelligence vs Predictive Analytics vs Prescriptive Analytics”

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 …

Continue reading “Know How Many Newlywed Millionaire Women You Can Reach in NYC and You Could Win an Amazon Echo at DreamForce”

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 …

Continue reading “How to Convert Refer-A-Friend Referrals into Customers More Effectively Using Wealth Intelligence”

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 …

Continue reading “How WealthEngine Helps Embry-Riddle Aeronautical University Increase Average Gift Size”

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 …

Continue reading “Predictions for Data-Driven Marketing in 2016”

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 …

Continue reading “Are You Advertising to Qualified Leads?”

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 …

Continue reading “How 1st Global Helps Their Clients With Prospect Intelligence”

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 …

Continue reading “WealthEngine: Continuing the Momentum”

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 …

Continue reading “Retailers Use Data-Driven Marketing for Holiday Promotions”

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 …

Continue reading “Bryan Kramer’s Shareology and Personalization at Scale”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: Data at Scale”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: Putting the Intelligence in Wealth Intelligence”

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 …

Continue reading “Mike Lees’ Week in Review: On LinkedIn about Data Being Everywhere and Datasexuals?”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: What’s Next with Predictive Analytics”

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:          …

Continue reading “Big Data = Big Opportunity”

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 …

Continue reading “Mike Lees’ Week in Review: Data-Driven Marketing Teams, Marketing as Art or Science and July Marketing Events in NY and SF”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: Ensuring Sound Data Security”

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 …

Continue reading “Data at Your Fingertips: WealthEngine in the Salesforce Analytics Cloud Playground”

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 …

Continue reading “Mike Lees’ Week in Review: 10 CMOs to Watch and How the C-Suite Uses Data Insights”

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 …

Continue reading “Marketing Technology Q & A with Leo Scott: Making Data Insights Scalable”

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 …

Continue reading “WealthEngine’s 10 CMOs to Watch 2015”

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 …

Continue reading “Mike Lees’ Week in Review: MarTech, WealthEngine API and Your Little Zone of Genius”

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 …

Continue reading “Mike Lees’ Week in Review: CEOs Taking Marketing Seriously, Data-Driven Marketing for Small Business, Personalized Marketing and More”

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 …

Continue reading “Mike Lees’ Week in Review: Being a CMO, Big Data in Retail, Marketing Analytics and More”

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

Continue reading “Attentive.ly Partners With WealthEngine, Here’s Why”

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 …

Continue reading “Mike Lees’ Week in Review: Luxury Marketing, Social Media, Personalization & More”

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 …

Continue reading “Money Can’t Buy Me Love…or Can it? What Luxury Marketers Need to Know”

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 …

Continue reading “Mike Lees’ Week in Review: Data-Driven Marketing, Being Customer-Centric & More”

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 …

Continue reading “Up Close & Personal: Mark Logan”

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 …

Continue reading “A View from the Top: Learnings from the Luxury Insights Summit”

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. …

Continue reading “You Can Be Smarter Immediately: WealthEngine API for Real Time Intelligence”

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 …

Continue reading “Tony Glowacki is new Co-Executive Chairman, Mark Logan announced as new WealthEngine CEO”

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 …

Continue reading “How Customer Modeling Helps Buccellati”

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 …

Continue reading “Opposites Attract: Hot Topic, Cool Vendor”

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 …

Continue reading “Read This Before Sending Your Next Email Marketing Campaign”

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 …

Continue reading “Give More Together”

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 …

Continue reading “3 ‘Must Know’ Tips to Win New Clients with Email”

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 …

Continue reading “5 Tips to Engage Affluent Facebook Users”

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 …

Continue reading “The New Audience of One”

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 …

Continue reading “The Evolution of Luxury in 2014 & Beyond”

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 …

Continue reading “Secrets of High Performing Organizations”

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 …

Continue reading “Marketing Gets Real (-Time)”

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 …

Continue reading “Concierge Marketing – Know Your Customers Before They Are Customers”

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 …

Continue reading “Predictive Modeling and Analytics”

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 …

Continue reading “Organizations Investing in Business Intelligence Will Out-Compete Others for Funding from Public and Private Investors”

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 …

Continue reading “The Rich & Single: America’s Wealthiest Bachelors & Bachelorettes”

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 …

Continue reading “Roto-Rooters and Middle Donors”