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The 2018 U.S. Millionaire Report

WealthEngine has released the 2018 U.S. Millionaire Report with the latest insights on millionaires within the United States. The report analyzes those with a net worth greater than $1 million based on their investable assets, real estate, charitable d …

The Data-Driven Annual Fund

The Data-Driven Annual Fund is a workbook that focuses on data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI and other key metrics. In addition, thi …

Type: Workbook

The Ultimate Guide to B2C Lead Scoring Programs

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

Type: eBook

Advice from the Experts: Best Practices for Integrating with an API

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

Type: eBook

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

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 …

Growing Individual Gifts: An Analytic Approach to Data-Driven Success

WealthEngine is proud to present our Growing Individual Gifts workbook series. The workbook includes background context for the importance of having a strong individual giving program as well as tools for expanding and tracking your organization’s indi …

Type: Workbook

Data-Driven Major Gift Campaigns Workbook

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

Type: Workbook

5 Benefits of Real-Time Wealth Insights Through An API

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 an eBook w …

Type: eBook

Research Brief: 2016 Snapshot of Grateful Patient Fundraising Programs

WealthEngine and The Advisory Board Company partnered to conduct a survey among healthcare foundation and development leaders to better understand the current nature of grateful patient fundraising programs, how they have evolved over time, and where t …

Choose Your Adventure: Data-Driven Storytelling

Whether you’re a nonprofit or B2C marketer, there’s an adventure for you! Travel through WE’s universe of data-driven storytelling and learn how it impacts the marketing channels you’re already tapping into including earned media, paid m …

Type: eBook

Measuring Fundraising Return on Investment and the Impact of Wealth Intelligence

Evaluating Return on Investment (ROI) provides great advantage for moving a nonprofit organization’s fundraising office, its management and the board forward in aligning the business of fundraising with their overall philanthropic mission. WealthEngine …

The Luxury Marketer’s Guide to Engaging and Winning HNW Customers

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

Type: eBook

Getting Started Guide to Grateful Patient Fundraising

Approximately $1.6bln is contributed to healthcare organizations annually by patients. This helps to explain why there is a growing trend towards implementing robust Grateful Patients Programs (GPP) as a cornerstone of healthcare fundraising. Our new e …

Type: eBook

Prospect Development for Higher Education: Best Practices for HPOs

Learn the secrets of High Performing Organizations (HPOs) based on our surveys and experience working with colleges and universities. We’ve discerned many of the best practices employed by the most successful fundraising teams, including: How investmen …

Type: eBook

An Analytical Approach to Wealth Intelligence: Applying Analytics for Effective Wealth Identification

Analytics allow you to take essential data on your customers and prospects and develop scores that empower you to systematically understand who they are, how to target them, when to reach out and what solutions to present. This white paper provides a f …

A Sophisticated Platform for Wealth Intelligence: Best Practices in Leveraging Data for Better Decision-Making

The discipline of wealth intelligence combines the use of wealth, lifestyle and biographical research data with advanced analytics and the latest in datamining techniques. Wealth intelligence is critical to developing and applying a strategy to expand …

Measuring Fundraising Return on Investment and the Impact of Prospect Research

Measuring return on investment can help organizations justify their prospect research and development budgets and perhaps, even more importantly, can provide important benchmarks for understanding the overall cost of raising money. This paper, the resu …

Community Colleges: Growing Individual Giving with Effective Prospect Research

Following an in-depth 2009 research study on prospect research in higher education fundraising, WealthEngine challenged itself to dig deeper and investigate the extent to which prospect research is used by community colleges, particularly in the area o …

Business Intelligence: A Model for Nonprofits

Nonprofits are adopting and embracing a data-informed decision making culture. As use of data, and the analytic skills that go with it, are increasing, many nonprofits are looking to take the next step towards an enterprise-wide data culture. This whit …

Fundraising’s Social Revolution: How Social Media is Changing Nonprofit Culture and Practice

Social media is not only ingrained in our personal lives, it’s become essential for effective nonprofit fundraising. Download the latest WealthEngine Institute white paper to learn how to implement social media within fundraising programs and apply it …

A Sophisticated Platform for Wealth Intelligence: Top 10 Considerations in Using a Wealth Intelligence Platform

Effective wealth intelligence combines the art of using wealth, lifestyle and biographical research data with the science of advanced analytics and datamining techniques. It goes beyond simply understanding the wealth and biographical attributes of ind …

Fundraising Best Practice Report for Advocacy and Community Organizations

Advocacy and community-based organizations face many fundraising challenges. WealthEngine has written the seminal “how-to” publication to help these organizations, and others, glean best practices to: Raise money and deepen engagement through annual gi …

An Analytical Approach to Wealth Intelligence: Applying Analytics for Effective Wealth Identification

This white paper provides a foundational perspective on the value of using analytics when developing an effective fundraising strategy. As part of WealthEngine’s series on The Fundamentals of Wealth Intelligence, we discuss how a systematic approa …

Best Practices for Prospect Research in Arts & Culture Fundraising

Given the current state of the economy and the fundraising outlook, many Arts organizations are focusing on ways to increase their fundraising results.  Effective and targeted prospect research can help Arts and Culture organizations transform their fu …

Best Practices for Prospect Research in Healthcare Fundraising: 2nd Edition

Hospitals and healthcare organizations are increasingly relying upon individual giving to ensure the continuum of care they provide. In this best practices research initiative, we focus on the healthcare industry and the strategic decisions involved wi …

Building Your Business Efficiently & Effectively

Written for financial professionals, this WealthEngine white paper seeks to: explore the business development value of understanding the complete wealth and demographic profile of your clients and prospective clients, offer considerations for more effi …

Best Practices in Action – Client Yearbook

The Best Practices in Action Yearbook showcases successful fundraising strategies being employed by nonprofits and educational institutions of all sizes and mission areas. In each of the Yearbook’s profiles, you can learn how organizations are using pr …

Integrating Wealth Data into Your Donor Management System for Better Fundraising Results

Understanding your donors better and identifying new prospects helps you to build a stronger fundraising program. Integrating wealth data into your donor management system (DMS) or constituent relationship management (CRM) system is the key to enhancin …

Best Practices for Prospect Research in Higher Education Fundraising: 2nd Edition

Colleges and universities continue to face significant fundraising challenges in today’s economy, meaning it is more important than ever for institutions to focus on successful, innovative fundraising strategies. WealthEngine’s report, Best Practices f …