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 other words, you should not only have social insights on your prospects and donors are, but have a solid understanding of their wealth and their propensity to give.

If you don’t, there’s no need to fear. WealthEngine and Attentive.ly are joining forces to bring you some actionable strategies to level up your game and find the perfect prospect.Read more

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 builds is our WealthGraph, comprised of: multiple data points, wealth analytics and social connections on individuals. This is what makes our platform unique.

WE Prospect, driven by the WealthGraph, enables users to build and construct custom queries of multiple attributes containing geographic,...Read more

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 gratuitous product placements that seem to be everywhere in Bond movies.   Walking out of the theatre, I was on a high; I felt like James Bond’s less fashionable sibling who wanted everything his brother had!  If someone had presented me with the opportunity right then and there, I would have purchased that new Aston...Read more

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 with clients who have been using WealthEngine products for years. Why do these clients bother taking training on how to use something that’s been a huge part of their work flow for years?

Because you don't know what you don't know.

Trust me, I can feel the eye rolls happening as you read that. "I see...Read more

Events put the fun in fundraising. It’s your party and you can do whatever you want to. Fundraising events get donors and nonprofits in the same room to forge stronger bonds, start new relationships, and bring in money. There’s little downside.

They just take care and planning. Both of which you’ll be able to handle as long as you put in the work. Use these three best practices to know where to focus your limited time and resources.

Get the course of your fundraiser mapped out and it will be full steam ahead.Read more

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