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Date Title & Description Industry Topics Register CFRE Speakers
Aug 2018
23
2:00pm to 3:00pm
EDT
WE Analyze: Use Predictive Modeling to Find Your Next Best Prospect

Join us to discover how highly personalized, wealth-aware campaigns can lead to greater engagement, higher conversions, and lower acquisition costs. Did you know that you could be leveraging our platform beyond richly layered WE Profile searches, and fast-paced wealth screenings?

We can help you analyze your current customer or donor base to discover common characteristics and attributes. Then use these insights to better engage and find more just like them.

In our previous webinar, we showed you how to use WE Prospect to find your next best customer or donor. In this webinar, we will show you how to take advantage of WE Analyze to gather key learnings from your customer or donor base and use these learnings to find new leads who are highly likely to engage with your brand or cause.

Specifically, you will learn how to:

  • Discover common attributes and characteristics of your top customers or donors to uncover what makes them unique and use the insights for stronger engagement and marketing 
  • Build a model of your top customers or donors
  • Score and rank leads and prospects based on how similar they are to your existing customers or donors
  • Find new leads from our 250M+ profile database that look like your best customers or top donors

WealthEngine is the industry’s most trusted, API-accessible, cloud-secure platform for Wealth Intelligence. Our solutions enable fundraisers and marketers to drive ultra-personalized, high-precision campaigns that deliver high impact at lower acquisition costs.

Analytics No Anna Sheehan
Aug 2018
21
1:00pm to 2:00pm
EDT
Finding Your Next Best Prospect with Wealth Indicators

Unleash the power of wealth indicators to discover your next best prospect among your alumni and community. Learn how to deploy wealth-aware campaigns that drive lift in response rates, lower the cost of acquiring your next customer or donor, and expand your audience reach.

Higher Education Prospect Research, Prospecting, Analytics, Screening, Screenings No Prag Shah
Aug 2018
2
2:00pm to 3:00pm
EDT
WE Prospect: Find Your Next Best Customer or Donor

WealthEngine is the industry’s most trusted, API-accessible, cloud-secure platform for Wealth Intelligence. Our solutions enable fundraisers and marketers to execute personalized, high-precision campaigns that drive growth at lower acquisition costs.

But, did you know that you could be leveraging our platform beyond richly layered WE Profile searches, and fast-paced wealth screenings? With WE Prospect, you can find more prospects just like your best who are highly likely to engage with your cause or brand.

In this webinar, we will highlight how to use WE Prospect to expand your market reach and identify new markets to grow in.

Specifically, we will explore details around:

  • Finding prospects that have the qualities and characteristics of your very best donors or customers. 
  • Building a list of people who have the qualities that are important to you. Characteristics including age, gender, marital status, religion, the number or value of the properties they own, charitable causes they support, luxury vehicles they drive, investor type, etc.
  • Identifying lifestyle attributes and affinities to enable refined and effective targeting.

You can use WE Prospect to build a prospect list customized to your audience to fuel your next wealth-aware campaign.

Discover how the 250+ different attributes can boost personalization and empower your message to be highly tailored and impactful.

Prospecting, Prospect Research No
Jul 2018
25
2:00pm to 3:00pm
EDT
Fuel Your Wealth-Aware Campaigns

Join us to learn how our latest release enables you to engage with your customers and donors in an even more personalized manner.

In this webinar, we will highlight enhancements to the industry’s most trusted, API-accessible, cloud-secure platform for Wealth Intelligence.

Specifically, we will explore details around:

  • Comprehensive refresh of over half-a-trillion data points in our database 
  • Data quality enhancements for more complete and accurate profiles 
  • Significant improvements to income algorithm by our data scientists 
  • Enhancements to enable custom model scores through our Wealth API

Discover how these updates enable you to deploy wealth-aware campaigns that drive lift in response rates, lower the cost of acquiring your next customer or donor, and expand your audience.

 

WealthEngine Update No Manmohan (Mac) Gupta, Elizabeth Schiffman, Michelle Matlack
Jun 2018
27
2:00pm to 3:00pm
EDT
Take Your GPP to the Next Level: Managing and Analyzing Your Patient Screening Data for Fiscal Year-End Action

Close to 20% of Healthcare philanthropy can be attributed to grateful patient fundraising, and screening with WE at regular intervals helps you quickly identify and prioritize your patient prospects. The fiscal year-end is not only a great time to review/revise the management of your patient screening data, but also a great time to do some deeper analysis of the data to better inform fundraising strategy, build stronger outreach efforts, and identify potential new opportunities for growth.

Join us for a conversation with WE Clients to see how they are utilizing our solutions to identify major gift and annual fund prospects and gain significant traction in their fundraising efforts.

They will share:

  • How the HIPAA-compliant Grateful Patient Program helps them identify, prioritize and segment potential donors with WE ratings and scores
  • How they have integrated their screening data into existing CRM and other systems and manage the data
  • How they have used WE data to do further analysis to improve portfolio management, outreach efforts and relationships

Our panel will also spend time answering any questions you may have. -- Level I (Fundamental)

  • Anna Sheehan, Customer Success Manager, WealthEngine
  • Greg McKnight, Director of Donor Identification, Wake Forest Baptist Medical Center
  • Gerry Brewington, University of Arkansas for Medical Sciences Brigitte Grant, University of Arkansas for Medical Sciences 
Healthcare Screening Yes Anna Sheehan
May 2018
23
12:00pm to 1:00pm
EDT
How to Mine for Major Gift Donors

With Talisma Fundraising integrated with WealthEngine, you gain even greater insight into your prospects, alumni and other constituents, including their net worth, income, assets, real estate, charitable giving, and more. Now learn more about combining these powerful tools for greater fundraising success during a CI2018 lunch & learn webinar. 

  • Gain insight into new prospects through big data and analytics 
  • Improve engagement and results from your current constituent base 
  • Integrate between Talisma Fundraising, WealthEngine and CampusNexus suite
Nonprofits Fundraising No JB Rauch
May 2018
15
2:00pm to 3:00pm
EDT
Data-Driven Donor Prospecting with Salesforce + WealthEngine

Identifying and cultivating donors shouldn’t be tedious and hit-or-miss. Join this webinar to hear how leading nonprofits are using WealthEngine and Salesforce to enrich CRM data with prospect wealth scoring and donor research.

Key Takeaways

  • Take the guesswork out of identifying the right prospects
  • Use WealthEngine to enrich your Salesforce CRM data with wealth scoring and donor research
  • Hear about how you can screen and prospect right from Salesforce
  • Understand how leading nonprofits are taking advantage of the WealthEngine and Salesforce integration
Nonprofits Fundraising No Kelly Smith Bell, Kyle Sutton, Andrea Schiller, JB Rauch
Apr 2018
18
2:00pm to 3:00pm
EDT
Using Wealth Insights & Analytics to Boost Year-End Fundraising

With the end of the fiscal year approaching, gauge how your school is tracking against your fundraising goals and plan for any last appeals to boost funding. Do you have the right tools in place to set you up for success? Join us for a conversation with Yasmin Habib of Wayne State University and Patricia McLaughlin of The Wheeler School to hear how they use analytics and wealth intelligence as part of their fundraising strategy.

They will share:

• How they have incorporated wealth intelligence solutions into their day-to-day work
• Which departments are involved and how to best partner with your vendor to get the most out of the tools
• Success stories and ROI

Moderator: Linda Garrison CFRE, Senior COnsultant, Professional Services, WealthEngine
Yasmin Habib, Director of Research Services, Development and Alumni Affairs, Wayne State University
Patricia McLaughlin, Head of Institutional Advancement, The Wheeler School

Higher Education Fundraising No Linda Garrison
Feb 2018
1
1:30pm to 2:30pm
EST
Upgrade Major Donor Fundraising with WealthEngine + EveryAction

WealthEngine brings the power of wealth intelligence research and screening directly into EveryAction - the future of nonprofit fundraising.

Wealth Engine for EveryAction establishes a powerful link between the WealthEngine Platform and EveryAction, providing valuable and easy access to comprehensive insights about your donors and prospects. The integration between EveryAction and WE’s world-class wealth intelligence platform offers EveryAction users direct access to more than 40 WE data elements and proprietary wealth scores and ratings – giving users what they need to segment and raise their fundraising efforts to the next level.

This webinar will show how WealthEngine + EveryAction allows users to:

  • Access complete wealth profiles on all your clients and prospects.
  • See essential wealth data directly in existing records in real-time.
  • Create reports and effectively segment your target audience.
  • Utilize an easy-to-use interface with sophisticated custom features.

This webinar is centered around you, so send us your questions and we'll answer them! Email us here and let us know what questions you have and what you'd like us to cover!

Read more about the new EveryAction + WealthEngine integration.

Nonprofits Fundraising, Integrated Marketing No JB Rauch, Melissa Wyers
Jan 2018
25
2:00pm to 3:00pm
EST
Research Beyond the Record: Charityproud & WealthEngine Provide Capacity Information Directly in your CRM

WE for Charityproud establishes a powerful link between the WealthEngine Platform and Charityproud, providing valuable and easy access to comprehensive insights about your donors and prospects.

The integration between Charityproud and WE’s world-class wealth intelligence platform, offers Charityproud users direct access to more than 40 WE data elements and proprietary wealth scores and ratings – giving users what they need to segment and raise their fundraising efforts to the next level.

  • Save time and resources
  • Identify individuals worth pursuing
  • Prioritize prospecting efforts
  • Update client and prospect data in real-time

Join us to learn more about how WealthEngine and Charityproud can help you find, understand, and engage with wealthy donors and prospects directly in your CRM.

Nonprofits Fundraising, Integrated Marketing No JB Rauch, Samantha Shirley
Dec 2017
7
2:00pm to 3:00pm
EST
What’s In the WealthEngine Lab? A Look At the WE Product Roadmap WealthEngine Update No John Funge, Elizabeth Schiffman
Nov 2017
9
2:00pm to 3:00pm
EST
Grant Writing 101

Foundation and federal grants account for over $250 billion in annual nonprofit income, but many organizations invest tons of time chasing their fair share of these dollars, only to come away empty handed. 

Join us for an insightful workshop on how to ensure your proposals help seal the deal. We will cover concrete tips for:

  • Compellingly and concisely conveying the impact of your work
  • How to write proposals that maximize your chances of securing grants
  • Key research tips to help you prepare
  • Some of the most common pitfalls that befall nonprofit grant seekers

Speaker: 

  • Darian Rodriguez Heyman, Executive Director, Numi Foundation
Nonprofits Fundraising No Darian Rodriguez Heyman
Oct 2017
25
2:00pm to 3:00pm
EDT
Why Wealth Screening Matters in Annual Giving

Retaining current donors, re-acquiring lapsed donors, and acquiring new donors at the right ask amounts is the name of the game in annual giving. The challenge is that the messaging and approaches that work best with one group are often very different from what will work well with another group. The key is to identify each donor’s primary interest area and capacity, and then deliver messages that connect with them at the right ask levels. Do this and prospects are much more likely to give. Push something else at them and they are far less likely to respond.

Unfortunately, most fundraisers blanket their prospects with non-specific messages in email blasts that often ask for amounts that have little relationship to capacity. Given the sheer volume of appeals, untangling what worked and what didn’t can often be a challenging process. Figuring this out involves accessing large amounts of data, often from different systems, and then scouring it, slicing and dicing it in different ways, to find patterns and trends and to get answers to key questions such as:

  • Which appeals and messaging have worked best to retain current donors? To re-acquire lapsed donors? To acquire new donors? 
  • Are there segments of non-donors who are more likely to be acquired than others? What types of messages have had the highest yield with them? 
  • Are we soliciting people at the right levels? How are we figuring out what the right level should be?
  • Are we getting 6 to 12 solicitation touches each year with our targets? Are we doing this with media type(s) that they are likely to respond to? 

This webinar will be a practical tutorial on how to assess your annual giving program and why wealth screening should be key part of it.

Nonprofits No Linda Garrison, Doug Cogswell
Oct 2017
11
3:00pm to 4:00pm
EDT
X-Ray Vision Into Your Screenings: See How Our New WE Analyze Dashboard Lets You Identify Great Prospects in One Click

Have you ever wanted to easily identify underperforming donors and easily surface new opportunities from your screening? Now you can, with our new WE Analyze Summary Dashboard. This is just one of the many new product features we’ve been hard at work implementing in the WealthEngine Platform.

Other areas improved include WE Prospect, and our suppression capabilities as well as improved donation matching logic with a new confidence rating to help you validate results. We’re excited to share these latest product enhancements with you. You’ll be sure to walk away an expert.

Join us to learn more about:

  • A New Summary Analytics Dashboard to Gain Further Insight Into Your Screenings
  • More Precise Donations Matching
  • New Donation Match Confidence Rating
  • Improved Suppression Capabilities for Prospecting
  • Greater Control In Specifying the Number of Prospects You Wish to Download in WE Prospect
  • Improved WE Prospect Address Matching
Analytics, Prospect Research, Prospecting, Fundraising, WealthEngine Update No John Funge, Elizabeth Schiffmann
Sep 2017
19
2:00pm to 3:00pm
EDT
How to Thrive in an Uncertain Fundraising Environment

The world of nonprofit fundraising is changing dramatically. Demographics and giving habits are shifting, the political and economic climate are uncertain, and every day seems to bring a new ‘must-have’ app, channel, or technology we need to master to be successful. Fortunately, some things are so basic to the very core of fundraising that they will never change. Nonprofits will always need to  attract and welcome new donors, and existing supporters need to be nurtured and to feel like their contributions are making a difference.

In this webinar Heller Consulting and WealthEngine will outline effective strategies to capitalize on the success of every campaign, especially for the crucial end-of-year push that will be quickly upon us. We’ll share tactics and technologies that will help you: 

  • Welcome, engage with, and retain new donors
  • Identify your best potential supporters, and find others like them
  • Extend your year-end success into effective new year initiatives

Hopefully, your end-of-year campaign is already shaping up. (If not, you better get started!) Join us September 19 to learn how to extend your end-of-year accomplishments into the uncertain year ahead.

Nonprofits Fundraising No JB Rauch, Sandi Reinardy
Aug 2017
31
1:00pm to 2:00pm
EDT
Best Practices in Prospect Management for Year-End Fundraising Efforts

As the end of summer draws near, your focus will shift to year-end fundraising and developing a solid strategy for having a strong finish to the year. Part of that plan should incorporate prospect management. While there may be different approaches for doing this, there are some best practices to consider. We want to help you with your year-end fundraising efforts so you finish strong and set yourself up for success in 2018.

Learn how to identify, segment, and engage top prospects who are conversion-ready. In this webinar, WE will cover how to:

  • Use WE data and your internal data to identify prospects who may be ripe for a year-end gift
  • Review portfolio activity and target those "high priority" prospects who have not yet been engaged
  • Tips for setting up portfolio review sessions with frontline fundraisers, offering insight and strategic recommendations
  • Ways to flag priority targets for the coming year

Speaker:

  • Anna Sheehan, Senior Product Specialist/Consultant, WealthEngine
Nonprofits Fundraising, Prospect Research, Prospecting Yes Anna Sheehan
Aug 2017
17
2:00pm to 3:00pm
EDT
Accessing Wealth Data in Real-Time Through an API: It's Not as Difficult As You Might Think

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?

Every day, millions of transactions happen that depend on someone’s lifestyle habits or their capacity to donate, spend or invest. Understanding a prospect’s, donor’s, or customer’s wealth enables you to personalize your offers and calls to action across any channel – website, email, registration forms, call center routing, direct mail.

Join WealthEngine and Funraise as we show how the WE API can transform your engagement strategies and streamline your processes. We’ll discuss:

  • What an API is and how easy it is to add to your workflow
  • Our new Batch API and its benefits
  • How Funraise enables nonprofits to conduct real-time screenings

Speakers:

  • Casey Tantum, Senior Manager of Partner Support and Product Management, WealthEngine
  • TJ Stalcup, API Evangelist, WealthEngine
  • Jason Swenski, CTO and Co-Founder, Funraise
Big Data, Screening, Wealth Insights, WealthEngine Updates No Casey Tantum, TJ Stalcup, Jason Swenski
Aug 2017
10
2:00pm to 3:00pm
EDT
Discovering Donors: Prospecting with Salesforce + WealthEngine

Almost every nonprofit spends more time than they’d like on the fundraising treadmill. But identifying and cultivating donors doesn’t have to be tedious and hit-or-miss. Join us for a webinar to hear how nonprofits like The Multiple Myeloma Research Foundation (MMRF) are using the WealthEngine-Salesforce integration to enrich CRM data with prospect wealth scoring and donor research.

Key Takeaways

  • Take the guesswork out of identifying the right prospects
  • Use WealthEngine to enrich your Salesforce CRM data with wealth scoring and donor research
  • How MMRF takes advantage of the WealthEngine and Salesforce integration
Nonprofits Prospect Research, Prospecting No JB Rauch, Michael P. Hund, Norah Stevens-Kittner
Jul 2017
27
2:00pm to 3:00pm
EDT
Predictive Lead Scoring & Analytics Made Easy

Since the release of our predictive lead scoring and analytics platform – WE Analyze – we’ve made significant enhancements and we’re excited to share them with you.

Fundraising, Analytics, WealthEngine Update No
Jul 2017
18
2:00pm to 3:00pm
EDT
Top 3 Missed Opportunities to Utilize Wealth Screening for Advancement

College and university advancement officers have unprecedented access to information about their alumni and prospective donors. Unfortunately, many miss valuable opportunities to use this information to activate donors and maximize contributions to their campaigns.

Sign up here to join us July 18 as advancement experts from WealthEngine and Heller Consulting discuss underutilized strategies  that can help boost the success of your next campaign. We’ll show how successful organizations leverage and extend opportunities with their CRM data to identify, nurture, and maintain the most rewarding constituent relationships.

Higher Education Fundraising No
Jun 2017
15
2:00pm to 3:00pm
EDT
Marketing Automation with WE: Using WealthEngine to Personalize Your Lead Nurturing

WE understand the hard work that goes into executing a marketing program - the segmentation, customization, continued nurturing, etc. Today, through marketing automation, many of these processes can be automated to improve efficiency and creates scalable solutions for your organization. 

 

When you incorporate WealthEngine’s unique wealth intelligence, consumer data, and analytics directly into your marketing automation, you can find rich audience insights, create look-alike modeling, and execute precision prospecting. Join us as we share: 

  • What marketing automation actually is 
  • The benefits of WealthEngine 
  • How WE can be incorporated into lead nurturing 
  • A walk through of some specific examples 

Listen as our experts discuss the seamless integration of WealthEngine with marketing automation platforms, allowing you to automatically append wealth and attribute data to your records in your leads database.

Marketing Automation No
Jun 2017
1
2:00pm to 3:00pm
EDT
UFO Sightings for Nonprofit Organizations

After a donor database has been screened and modeled, it is important to have all hands on deck and to properly engage the entire development team.  Join us as we demonstrate how to systematically involve your development team in creating a free flowing prospect pipeline and achieving a more sustainable fundraising model.

 

We encourage both large and small NPO shops, prospect managers and researchers, advancement services professionals, etc. to attend this informative webinar.

Nonprofits Fundraising Yes Linda S. Garrison, Kevin Constant
May 2017
10
2:00pm EDT
Using Wealth Intelligence for Year-End Fundraising

 

With the end of the fiscal year approaching, now is the time to gauge how your university is tracking against your fundraising goals and plan for any last appeals to boost funding. Do you have the right tools in place to set you up for success? 

 

WealthEngine can help you move the needle in your fundraising. Join us for a conversation with Oakland University to hear how they use analytics and wealth intelligence as part of their fundraising strategy. 

 

They will share: 

  • What solutions they are using 
  • How they have incorporated WE solutions into their day-to-day work 
  • Which departments are involved and how they use the tools 
  • Success stories and ROI 

We will also unveil our end-of-fiscal-year promotions WealthEngine is running.

Higher Education Fundraising No
May 2017
4
2:00pm to 3:00pm
EDT
UFO Sightings for Grateful Patient Programs

Even after a donor database has been screened, or even modeled, you’ll find that UFOs (unidentified funding opportunities) are "out there." But how do you identify them? Don’t worry, you don't need to belt up your trench coat and do your best Mulder or Scully impression to find them. Join us as we demonstrate a systematic approach to portfolio review and rebalancing to identify previously unidentified funding opportunities across the entire donor universe -- and how to engage physicians and other medical staff to help in the process.

We encourage grateful patient program (GPP) officers, prospect managers or researchers, hospital/medical foundation staff members, etc. to attend this informative webinar.

Healthcare Fundraising, Grateful Patient Yes Linda S. Garrison, Kevin Constant
Apr 2017
25
2:00pm to 3:00pm
EDT
Leveraging Social Media & Events to Engage Millennials

Join us for a dynamic workshop offering clear strategies, tactics, and resources to increase fundraising event success and connect you with the next generation of donors.  If you are planning an upcoming fundraiser and looking to expand your donor base to a younger audience, this program is not to be missed.
 
Our seasoned speaker will share straight talk and helpful tools for posting and promoting your upcoming event, leveraging Facebook and Twitter, and taking advantage of free scheduling, analysis, and optimization tools to help you work smarter, not harder.
 
Nonprofit Executive Directors, Directors of Development and other fundraising staff, and event staff can join us and learn:

  • How to build a social media strategy that appeals to younger audiences
  • The best times of day to post your event social media messages and send emails
  • Ways to incentivize early sales through campaigns and promotions
  • How to increase event turnout and donations by making it easy for ticket purchasers to spread the word via shares and tweets, and for those unable to attend to donate
  • Secrets from top-performing fundraisers to get trending on social media before, during and after the event

Speaker:

  • Darian Rodriguez Heyman 

    Darian Rodriguez Heyman is an accomplished fundraiser, social entrepreneur, and best-selling author. His work “helping people help” started during his five-year tenure as Executive Director of Craigslist Foundation, after which he authored the best-selling Nonprofit Fundraising 101, edited the best-selling Nonprofit Management 101, and co-founded the world’s only conference series dedicated to social media for social good, Social Media for Nonprofits. Most recently, he launched the Nonprofit Fundraising Masters conference series to share the secrets to success, most valuable tips and tools, and sources of inspiration of the world’s most successful fundraisers with nonprofit professionals, and he assumed the Executive Director role at Numi Foundation, where he oversees their clean water and curriculum development programs. Heyman is an in-demand fundraising consultant and board retreat facilitator, and a frequent keynote speaker at social impact events around the globe.

Nonprofits Fundraising, Social No
Apr 2017
13
2:00pm to 3:00pm
EDT
What if…You Knew an Online Donor's Giving Capacity AS the Donation Is Being Made?

Every day, high-potential donors and prospects visit your website and donate to your organization. The problem is that you may not know it until much later. By then, it can be too late. When donors give online, they are engaged. That engagement can fade as time passes, so it’s important to take action right away to nurture that relationship and generate deeper support.

 

Do you want to maximize the potential of your high-capacity online donors in real-time? Join us as we share how to:

  • Instantly screen online donors so you can take immediate action
  • Automate and streamline online donor screening and outreach processes.
  • Personalize the donor experience to maximize potential opportunities

Leverage our real-time wealth insight capabilities with WE On Demand Screening by integrating your online donation process with the WealthEngine Platform. Stop missing out on valuable opportunities.

Nonprofits Fundraising, Screenings No John Funge
Mar 2017
30
2:00pm to 3:00pm
EDT
Cyber Security: Why It Matters When Selecting a Data Provider

When deciding on a data provider to work with you probably have a list of questions you want answered before making your decision. Does cyber security factor into your decision? While it may not be the most appealing topic, it is certainly an important one, and one that should be considered. Join us for this light and informative webinar as we provide high level information on cyber security and how it factors into selecting a data provider.

This webinar will focus on three key areas:

  • Why cyber security is a key consideration when choosing a data provider
  • What questions you should ask about cyber security when selecting a data provider
  • What are some low/no cost ways to improve your own security
Security No Mishka McCowan
Mar 2017
9
2:00pm to 3:00pm
EST
Stay Connected: Managing your WealthEngine Account with WE Admin

The WealthEngine Platform provides a powerful array of products and services but users don’t always have insight into how their colleagues are using the platform, what limits are in place, or an efficient way to track and report. To make it easy to control who at your organization has access and can oversee all aspects of usage, we recently launched WE Admin. Located within the Manage Account section, WE Admin allows the management and oversight of users within your account.

Join us as our product experts cover:

  • WE Admin user seat for account management
  • Adding new account users
  • Seat allocation and user limits
  • Management of users and API keys within an account
  • Review subscription plans and limits
  • View reports and usage by product and user

We are excited to show you this new feature and how it will make managing your WE account even easier.

 

Speakers:

  • John Funge, SVP Product Management, WealthEngine
  • Elizabeth Schiffmann, Senior Director of Product Management, WealthEngine
WealthEngine Update No John Funge, Elizabeth Schiffmann
Feb 2017
8
2:00pm to 3:00pm
EST
Wealth Screening On a Budget & in Real Time

In this free webinar we will demonstrate how integrating wealth information on people who are already your contacts is a good first step. It will show you how to use amazing tools WE currently offers. The webinar will also cover how to create the best prospect pipeline your organization has ever experienced. 

Nonprofits Screening, Wealth Insights, Prospecting No
Nov 2016
16
2:00pm to 3:00pm
EST
WealthEngine & CharityEngine Deliver Integrated Fundraising Solutions

Join us as we conduct a joint webinar with our newest partner, CharityEngine. This relationship is based upon the shared goal of supporting clients in achieving positive fundraising results. We will discuss the platforms and a comprehensive and cost-effective program for fundraising and donor relations.

Nonprofits Fundraising No
Nov 2016
3
2:00pm to 3:00pm
EDT
Maximizing Online Donations

US online giving surged another 19% in 2015, while email fundraising increased by 25%. Join us for a practical, tactical workshop focused on sharing the tips, tools, and how-to steps for success your nonprofit needs to know to make the most of your digital presence. Our seasoned presenter will share tips designed to help you double online giving in just two months, plus a wide range of helpful resources and strategies for taking your organization into the future.

Nonprofits Fundraising, Social No Darian Rodriguez Heyman
Oct 2016
13
2:00pm to 3:00pm
EDT
Data-Driven Major Gifts Campaigns Part 3: Execute: Building a Successful Public Profile

Join us for the final part of this three-part webinar series focused on our 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 for success, taking your organization to the next level. Learn how to use a data-driven approach, coupled with campaign best practices to prepare and execute a major fundraising campaign.

Part 3 of this webinar will cover:

  • Launching the public phase
  • Analyzing campaign progress and pipeline
  • Mid-campaign analysis
  • Snapping out of a stall
  • Post-campaign wrap-up
Nonprofits Capital Campaigns, Major Gifts No
Sep 2016
27
2:00pm to 3:00pm
EDT
Data-Driven Major Gifts Campaigns Part 2: Launch: Making Your Silent Phase Loud

Join us for the second part of this three-part webinar series focused on our workbook, Data-Driven Major Gifts 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 for success, taking your organization to the next level. Learn how to use a data-driven approach, coupled with campaign best practices to prepare and execute a major fundraising campaign.

Part 2 of this webinar will cover:

  • Campaign structure
  • Keys to the campaign cabinet
  • Leveraging your organization’s networks
  • Diversifying funding sources and gift types
  • Using data to build your pipeline
Nonprofits Capital Campaigns, Major Gifts No
Sep 2016
8
2:00pm to 2:45pm
EDT
How to Use Wealth Data to Improve Consumer Experiences and Drive Revenue in the 2016 Holiday Season

Fall and holiday planning is in full swing. Wealth data has become the “must have” data point for brands and retailers who know how to maximize their consumer marketing and create the most relevant and profitable experience for each segment of their database. 

Join industry leaders from WealthEngine for an exciting webinar as we show you how to prioritize your buyers and prospects using wealth data and descriptive analytics. Learn from two of WealthEngine’s data gurus – John Funge, SVP of Product and Michael Lukich, VP of Marketing – as they walk through the pain points many companies face, outline some best practices that industry leaders are implementing, and drill into several use cases where companies are successfully utilizing wealth data and descriptive analytics to improve their targeted marketing efforts. With the information laid out for you in this webinar, you can learn how to best tackle the holiday buying season and drive positive revenue for your organization.

 

Retail Analytics, Marketing, Wealth Insights No
Aug 2016
25
2:00pm to 3:00pm
EDT
Data-Driven Major Gifts Campaigns Part 1: Planning: Setting the Stage for Success

Join us for the first part of this three-part webinar series focused on our new workbook, Data-Driven Major Gifts 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 for success, taking your organization to the next level. Learn how to use a data-driven approach, coupled with campaign best practices to prepare and execute a major fundraising campaign.

Part 1 of this webinar will cover:

  • Assessing readiness
  • Creating a case for support
  • Feasibility studies
Nonprofits Capital Campaigns, Major Gifts No
Aug 2016
4
2:00pm to 3:00pm
EDT
Growing Individual Gifts Part III: Winning Strategies for Successful Solicitations

In the third part of this three part webinar series focused on our workbook Growing Individual Gifts: An Analytical Approach to Data-Driven Success, learn strategies for successful solicitations.

This webinar will cover:

  • Discovery and cultivation – from getting the appointment to asking the right questions
  • Stewardship and recognition
  • Measuring success and return on investment

Don't worry if you missed the previous parts. View the replay:

Nonprofits Individual Giving No
Jul 2016
14
2:00pm to 3:00pm
EDT
Growing Individual Gifts Part II: Understanding Your Prospects

In the second part of this three part webinar series focused on our workbook Growing Individual Gifts: An Analytical Approach to Data-Driven Success, learn how to better understand your prospects and constituents.

This webinar will cover:

  • Identifying prospects, donors and constituents
  • Drawing insight from data
  • Building strategies with segmentation

If you missed Part 1 of this webinar series view the replay here.

Nonprofits Individual Giving No
Jun 2016
16
2:00pm to 3:00pm
EDT
Growing Individual Gifts Part I: Laying the Foundation

In the first part of this three part webinar series focused on our workbook Growing Individual Gifts: An Analytical Approach to Data-Driven Success, learn the steps to assess your current state of fundraising readiness by doing an internal development audit. We will also look at ways to assess your organization’s readiness to undertake a major gifts initiative.  

This webinar will cover:

  • Conducting a development audit
  • Forecasting fundraising potential 
  • Creating a development plan

 

Nonprofits Individual Giving No
Jun 2016
6
3:00am to 4:00am
EDT
Top Insights from Today's Grateful Patient Programs

Ten years ago, progressive institutions began to adopt a more active approach to grateful patient fundraising, focused on improving service levels during the hospital stay and leveraging patient gratitude post-discharge to deepen the development relationship. In late 2015, the Advisory Board and WealthEngine conducted a survey to better understand the current nature of grateful patient fundraising programs, how they have evolved over time, and where they are heading in the next few years.

Join us to learn about the top findings and insights from that research, and take a peek behind the curtain of Mission Health’s rigorous approach to grateful patient metrics tracking and reporting.

Things you’ll learn:

  • The top investments being made in grateful patient fundraising today
  • Where there’s the most opportunity for growth not currently being captured
  • How Mission Health is using rigorous metrics to better monitor and evaluate the success of its program
Healthcare Grateful Patient No
May 2016
12
2:00pm to 3:00pm
EDT
Introducing WE Analyze: Predictive Lead Scoring & Analytics

After two decades of industry firsts, we are excited to unveil our new predictive lead scoring and analytics platform – WE Analyze. We built WE Analyze for you - to deliver deep actionable insight into your audiences so you can quickly identify your best prospects. Our point-and-click, web-based platform harnesses our 300+ million consumer profiles and 1,500 attributes to let you discover what makes your audience tick…in a matter of seconds.

During this webinar learn how to:

  • Gain insight into your audiences
  • Target top prospects to engage
  • Find new leads like your best
  • Score and rank contacts you already know

Join our President & CEO and SVP Product Management as they share our newest product offering, provide an in-depth overview and discuss the many use cases of WE Analyze.

WealthEngine Update No
Dec 2015
17
2:00pm to 3:00pm
EST
After the Screening: Creating Value from Data

Join us for this webinar that will guide you through some of the thought process and analysis WealthEngine’s consultants employ when reviewing and developing strategies from screening data. Using simple tools like excel pivot tables and charts, you too can be a data analyst and  pull actionable insights from your organizations screening data. Don’t miss this very instructional webinar!

Screening, Analytics, Fundraising, Prospect Research No

Call us at 877.927.8071 to find out more.

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