Please Filter for Best Results
Date Title & Description Industry Topics Register CFRE Speakers
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
Oct 2015
27
2:00pm to 3:00pm
EDT
Playing Nice: How Gift Officers & Research Shops Can Maximize Effectiveness

Dynamic synergy is really what should occur between gift officers, researchers and prospect managers.  So often it’s the opposite.  Can the research team and the development team learn to play in the same sandbox – without tossing sand at each other?  Yes, if you understand the vastly different personalities at play, as well as the close relationship between the science of data and the art of relationship-based fundraising.  This webinar will use a combination of humor, as well as “in-the-trenches” stories about why working together is important – especially in the context of a major giving campaign. We encourage gift officers and research teams to attend this webinar together.

Nonprofits Prospect Research, Major Gifts, Fundraising, Best Practices No
Sep 2015
24
2:00pm to 3:00pm
EDT
Stay Connected: WE Product Update

Join our product experts as they detail key enhancements recently released by WE. They’ll conduct a demonstration and share how these product improvements will affect your workflows.

During this webinar we'll focus on:

  • WE Prospect & Suppression
    We’ve improved our WE Prospect audience development product by allowing you to suppress your prospect list against previous lists you’ve purchased or lists you upload. Now you have the ability to generate lists of prospects you don’t already know by customizing your search and turning Suppression Lists on.
  • Specialty Search Enhancements
    Recently WE rolled out a different property search within the Specialty Search, which provides access to CoreLogic’s RealQuest tool. We heard your feedback, shared it and we’ve made changes. Hear more about our property search tools and what these changes mean for you.  
  • FindWealth 8 Improvements
    Learn about additional changes within the FindWealth 8 platform and see how these changes improve your user experience. We’ll take you through some of the key upgrades we’ve recently added.
WealthEngine Update No
Aug 2015
19
2:00pm to 3:00pm
EDT
Find the Right Donors Through Social Listening and Wealth Insights

Understanding a donor’s ability to give combined with social listening gives modern fundraisers clear insight on who to spend time with and the best ask. Who wouldn’t want to know if a donor is talking about your organization online and in fact has the capacity to give twice as much as they have in the past?

Join WealthEngine and Attentive.ly for a webcast as we discuss how you can find your best prospects by combining wealth and social data into your organization’s fundraising strategies.

Key takeaways to include:

  • Turning unstructured social data and chatter into actionable insights for fundraising
  • Utilizing social listening to see what your prospects are talking about on social media and if they are posting about your area of focus
  • Leveraging influencers to recruit their network through word of mouth marketing
  • Identifying top prospects based on wealth, lifestyle and demographic information
Nonprofits Fundraising, Best Practices, Social, Wealth Insights No
Jul 2015
14
2:00pm to 3:00pm
EDT
Cool Perspectives about Data-Driven Marketing

Now more than ever, data-driven marketing is critical to a company’s success. Earlier this year, Gartner recognized five companies as “Cool Vendors in Data-Driven Marketing.”

Marty Kihn, the report’s co-author, shared key findings, recommendations, and highlighted 5 vendors worth checking out.

On July 14th a few of us are coming together to continue the conversation. How cool is that?

Here from “Cool Vendors” WealthEngine, Lytics and Quantifind during our panel, where we’ll discuss:

  • Trends in data driven-marketing
  • What it means to different corporate personas
  • Four pillars of data-driven marketing: collaboration/workflow, master customer record, analytics, and execution/orchestration

Data-driven marketing is not a destination, it’s a journey.  Register for this webinar today to hear how you can embrace the best practice to drive success.

Best Practices, Marketing No
Jun 2015
23
2:00pm to 3:00pm
EDT
How the C-Suite Uses Data Insights for Audience Development

Join WealthEngine's, CMO, Michael Lees and WPP’s Chief Digital Officer, Bill Evans as they talk about how to turn data into insights for integrated marketing.

There are a million transactions every day where wealth matters. It matters in how much people spend, how much they give and how much they invest. Being able to personalize the conversations you have with your prospects is not just recommended, it’s required if you want to rise above the noise.
 
Key takeaways from the webinar will include:

  • Identifying the opportunities to leverage data
  • Turning those data points into actionable insights
  • Personalizing your messages to rise above the noise
  • Using modeling and analytics to drive results

Register today and learn how to execute on data insights to encourage audience engagement and improve your marketing results.

 

Analytics, Business Intelligence, Marketing No
May 2015
28
2:00pm to 3:00pm
EDT
Stay Connected: WE Product Update

Our team is excited to share our most recent WE Product Update focused on our latest enhancements. Our goal is to always keep you up-to-date on new features within our WealthEngine tools so you can make the most of your investment.

During this webinar we'll focus on:

  • The latest Core Data Release to FindWealth 8 and what that means related to the data and scoring
    Our Core Data Release updates all of our underlying data sources and profiles. Find out what's changed and how best to interpret any important changes.  
  • Email Verification Add-On
    With our new Email Verification, we're pleased to offer you the ability to verify emails directly within FindWealth 8. This addition allows you to easily verify emails prior to sending out email campaigns. 
  • WE Prospect for Audience Development
    Searching for some new prospects? Look no further than the newly enhanced WE Prospect. Now complete with contact information, you can easily create and customize your own prospect list based on your geography and parameters.
  • WE API
    Something really exciting has just launched at WE - our WealthEngine API. This new technology allows developers to build and launch their own connection to our WE API so they will never be unsure of someone's net worth again. We'll take you through the basics of what our new API covers. 

Join us as our product experts conduct a detailed demonstration of these new enhancements as well as other changes designed to enhance your FindWealth 8 experience. 

WealthEngine Update No
May 2015
21
2:00pm to 3:00pm
EDT
Engaging the Re-Emerging Luxury Consumer

Industry expert, Stephen Kraus, SVP/Chief Insights Officer, Ipsos (Ipsos Affluent Survey & Affluent Barometer) will share the latest insights about re-emerging Affluent consumers, how Affluent consumers define luxury, and new trends in how Affluents are spending on luxury products and services.

To convey what luxury marketers are now facing to stay competitive in the marketplace, Ginette Wright of NRT, will share her perspective as a luxury real estate marketer
and discuss how her business is leveraging data-driven marketing to drive business and maintain long term relationships.

Luxury marketers and wealth managers will want to pay attention, as we will discuss the attitudes toward luxury and investing, and how personalization is a critical need for luxury brands.

Retail Prospecting, Screening, Best Practices No
Apr 2015
30
2:00pm to 3:00pm
EDT
CEO Speaks: Data Driven Marketing 2.0 - How WE is Paving the Way

WealthEngine knows data-driven marketing can make a huge impact by:

  • Driving value through effective customer and prospect engagement.
  • Allowing you to personalize messaging to customers and prospects with customized content
  • Compelling your customers to respond positively to your calls-to-action

And WE is committed to delivering this value through analytics, insights, and collaboration —all in a real time context.

Join us to hear how our insights and solutions are driving results for marketers and fundraisers. 

We’ll share the latest news on our products, such as WE Prospect, as well as our newly released API. 

Prospect Research, Screening, WealthEngine Update No
Apr 2015
23
2:00pm to 3:00pm
EDT
Partnering with Gift Officers to Bring Home a Win

Prospect research is becoming more and more strategic. Collaborating with Gift Officers and other front line fundraisers is one way to ensure that the research perspective is heard. Learn some of the ways research can inform fundraising strategy, some tips for developing deeper and more meaningful relationships with your entire fundraising team, and how to earn your much deserved place at the conference table. We’ll discuss the major roles of fundraising staff and show where research can add the most value.

Nonprofits Prospect Research, Screening No
Mar 2015
5
1:00pm to 2:00pm
EST
Seven Deadly Sins of Wealth Management Marketing

Looking to optimize your wealth management marketing strategies? To help lay the groundwork for your plan it’s important to know not only the best practices, but it’s also crucial to know what not to do. 

Let’s face it, at one time or another we as marketers have all fallen into a trap of mass marketing due to various reasons – time, insufficient data, etc. -- and have ignored audience segments in our messaging. But no fear, today is a new day and WealthEngine is here to help you turn things around!

Join WE and renowned industry expert and marketing consultant, April Rudin, as she shares seven principles that will change the way you approach your marketing to help you achieve the results you are after.

Key webinar takeaways include how to:

  • Identify your highest potential prospects and how to engage with them
  • Personalize your approach to garner attention and make a meaningful connection
  • Make an impact and differentiate yourself from the competition

This insight will help you drive new business, increase your share of wallet and maximize your marketing investment. Register today and learn how to avoid committing The Seven Deadly Sins of Wealth Management Marketing.

Financial Services Marketing, Prospecting, Best Practices No
Mar 2015
3
1:00pm to 2:00pm
EST
Did You Know? WE Just Made FindWealth 8 Even Better

Join us for the unveiling of our latest enhancements, designed to make FindWealth 8 your own. 

With our new Custom Capacity Add-On, you have the power to adjust your giving capacity formula to best suit your market and your tailored approach to prospect scoring.  Not only that, but the Estimated Giving Capacity is now available as an exact number so you can easily integrate it into your processes. 

View the details you need with less clicks. 

FindWealth 8’s new Streamlined Profile makes it quick and easy to find the information you need, fast!

And we didn't stop there. 

We've made Quick Search more powerful by adding in the option to search by data source, providing you with yet another avenue to search by. 

Join us as our product experts conduct a detailed demonstration of these new enhancements as well as other changes designed to enhance your FindWealth 8 experience.

Nonprofits WealthEngine Update No
Feb 2015
3
1:00pm to 2:00pm
EST
Introducing WE Prospect - Perfect Prospecting Made Simple

See how WE Prospect is shifting the prospecting paradigm.  We’ll showcase the new product capabilities designed to make finding the perfect prospect list simple and easy.

Watch as we create custom audiences and prospect lists in seconds using wealth, demographic, lifestyle and personal attributes from a database of 300 million individuals and 125 million households in the US – with the results delivered with the speed and accuracy of a Google search.

Experience the impact of data-driven marketing.  Our product engineers and data scientists have developed the next generation prospecting solution to give sales professionals, marketers, and fundraisers a fast and effective way to find, understand and contact wealthy prospects.

Prospect Research, Screening, Prospecting No
Dec 2014
18
1:00pm to 2:00pm
EST
What’s in Your Wallet? Give Clients the Latest in WealthEngine Technology

Please join us for our final webinar of 2014, and end the year with a clear understanding of all the NEW products & services that WE launched this the year.  

WealthEngine’s SVP of Product Management, John Funge and VP of Consultant Channels, Vicki Claussen will recap the year, and educate you on the latest and most advanced solutions in the industry.  We will talk about our new products like WE Contact, WE Prospect, and WE Clean, to ensure you have the information you need to sell your clients a more robust, cost-effective solution in 2015.

We will also give you a bonus “live” look at our 2015 Product roadmap, and highlight the new products and services that WE plans to deliver to you and your clients next year. 

Nonprofits Screening, Prospecting, Prospect Research No
Dec 2014
3
1:00pm to 2:00pm
EST
The Place and Case for Prospect Research in Fundraising

Learn from fundraiser and prospect research advocate Armando Zumaya why prospect researchers should be considered fundraisers.  He’ll share from his unique perspective where and how Prospect Research and Management (aka Prospect Development) sits within the broader sphere of Nonprofit Development and Management.  Join us for this empowering talk about working collaboratively to advance the research profession, our institutions, and the nonprofit sector.

Nonprofits Prospecting, Fundraising No
Nov 2014
13
2:00pm to 3:00pm
EST
CEO Speaks: The WE Journey

As we kicked off the year, WealthEngine embarked on a new journey. WE committed to creating change and delivering incremental value to all of our customers. We’re inviting you to hear how WE made it happen.  

Let’s take this opportunity to get behind WE’s new branding and look back on the year to highlight how WE has been working hard to bring you more.

What’s ahead? Well, the journey continues. Our vision, innovation, and industry expertise will lead the way. 

  • Innovation―  FindWealth8, WE Prospect, WE Contact, Multi-channel Marketing
  • Integration― We Prospect for Salesforce, API, Developers Portal
  • Presentation― New logo, branding, & website

WE is excited.  Join the conversation.

WealthEngine Update No
Nov 2014
6
1:00pm to 2:00pm
EST
A Conversation About Grateful Patient Fundraising

Join us for a conversation with Tricia Ambler, Annual Giving and Grateful Patient Program Philanthropy Manager at Bon Secour Richmond Health Care Foundation.  We'll talk about their fundraising methods and channels and delve into specific processes as well as stewardship and retention strategies.  Come prepared to ask questions and learn how Tricia created a successful program at a multi-hospital health care system.

Healthcare Grateful Patient No
Oct 2014
2
1:00pm to 2:00pm
EDT
Back to Basics: Specific Steps for Confirming Capacity

After analytics and electronic screening have done their job, you still may have hundreds if not thousands of great potential donors in your database.  How do we focus our limited time with those who have the best capacity and likelihood to give?

Learn (re-learn) fast, effective, low-cost (sometimes free) ways to determine “is this person a potential donor for X?” – whether X is a leadership annual fund gift, a major gift, planned gift, or perhaps a gift to a special project (new library, exhibit, hospital wing, traveling show, etc.).

Explore different ways of formulating your search so that you both save time AND get the information you need.  Review different data sources and understand the pros and cons of each.  Develop strategies for qualification for every size and type nonprofit – from the one-person development shop to the 15+-research staff team.

Nonprofits Prospecting, Screening No
Aug 2014
19
1:00pm to 2:00pm
EDT
The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

There is huge potential for impact when you connect your organization to individuals with the capacity to make a significant gift. In this webinar, Kathie Kramer Ryan will outline 7 steps to starting (or improving!) a successful major gifts program. You’ll learn:

  • How to assess if your organization is ready to start a major gifts program – and, if not, how to get there
  • How to identify and cultivate major gift prospects
  • How to prepare for a solicitation visit and what to say during the visit
  • How to follow up to maximize donor cultivation and stewardship
  • And much more

This webinar is appropriate for fund development staff and board members at nonprofits of all types.

Nonprofits Major Gifts Yes
Jul 2014
23
1:00pm to 2:00pm
EDT
Discovery 2.0 – The New Frontiers Program

Discovery is an important but often neglected part of the major gift prospect development cycle.  OSUF created a collaborative and successful Discovery Program including prospect identification and research verification by research staff, and major gift qualification by major gift officers, either through telephone or face-to-face contact.  Mark Koenig, Senior Director for Advancement Services at the OSU Foundation, became an integral part of the team responsible for building the Discovery Program.

In this webinar Mark will cover how to build a Discovery Program for your institution including:

  • describing initial considerations and defining your program,
  • developing composition and baselines,
  • identifying the roles each department plays and how to best deploy them,
  • summarizing techniques and tips for managing the data needed and received, and
  • ultimately projecting return on investment that discovering new opportunities for your institution can create.

This material will be appropriate for Advancement Services, Research, Prospect Management, and Development staff at nonprofits of all types.  Attendees will come away with knowledge of the groundwork needed for preparing, launching and orchestrating their own Discovery Program.

Nonprofits Major Gifts, Prospecting No
Jul 2014
17
1:00pm to 2:00pm
EDT
Inspire Gratitude: The Basics of Grateful Patient Fundraising

With giving from individuals on the rise, as reported in the 2014 Giving USA analysis, fundraising from patients remains a key priority.  In fact, according to the Association of Healthcare Philanthropy (AHP), patient fundraising represents nearly 18% of all healthcare fundraising.  Clearly, grateful patient programs (GPP) are an area of vast opportunity for many organizations.

Yet many organizations continue to struggle in this area.  WealthEngine has worked with hundreds of healthcare organizations like yours, and we would like to share some of the best practices we’ve uncovered.  Join us for this webinar to learn how:

  • Successful organizations maximize grateful patient appeals
  • Major donor prospects are identified and engaged
  • Physicians and other clinicians are essential to success
  • To build staff excitement around your GPP initiative

If you are curious to know what is working for other nonprofits and how you can implement the same techniques in your program, listen in!

Healthcare Grateful Patient, Individual Giving, Major Gifts No
Jul 2014
10
3:00pm to 4:00pm
EDT
Marketing to HNW Travel Clients: Leading Hotels of the World

Luxury companies understand that they can’t effectively market to a consumer audience without fully understanding their customer base.  The most successful are using big data and analytics to gain powerful insights into their current customers and uncover predictive patterns that allow them to find and target “look-alike” prospects.

We call this “Concierge Marketing”.  Join WealthEngine and Leading Hotels of the World as we review a case study and best practices for how luxury firms can understand their audience, win new customers, retain existing customers and increase revenue.

It's time to get personal. Learn how WE can help drive your business.

Travel Big Data, Marketing, Prospecting No
May 2014
21
1:00pm to 2:00pm
EDT
Prospect Research Through the Donor Cycle

Join Sally Boucher and Danielle St. Germain-Gordon as they present best practices for using prospect research in the major gift cultivation and solicitation cycle.  Whether you are a one-person shop or a fully staffed research operation, you can access and gain benefits from screening and other data enhancements.  And whether you are in front line fundraising or on the research side, learn what it takes to get all the pieces in sync and turn on your major gift machine. 

  • How and where to find new prospects for your organization.
  • How much information is enough to qualify a prospect?
  • Key questions to ask during a discovery call.
  • The “rights” to learn during cultivation.
  • The importance of making the right ask of the right person at the right time.
Nonprofits Prospecting, Screening No
May 2014
7
1:00pm to 2:00pm
EDT
CEO Speaks: New Acquisition Drives Innovation

It’s an exciting time at WealthEngine.  We are pleased to announce  the acquisition of BrightContext, the leader in massively scalable streaming data analytics.

We recognize the growing need by marketers and fundraisers for data that increases personalization and engagement, and by joining forces, we now deliver the industry’s leading platform for customer and prospect intelligence.

Join us to meet the new team, hear the latest developments, and most importantly, learn how our commitment to new innovation will drive results and deliver more value  to you.

WealthEngine Update No
Apr 2014
15
1:00pm to 2:00pm
EDT
Crank Up Your Campaign: All In!

Entering the public phase can create a sense of relief and accomplishment but actually, the work has just begun.   In the final segment in this series, Crank Up Your Campaign, we will discuss:

  • How to prepare for and execute a successful public phase
  • Analyzing progress and the donor pipeline
  • Maintaining campaign momentum
  • How to re-energize a stalled campaign
  • The important steps of a successful post-campaign wrap-up.  

*Please note that this session will be beneficial even if you do not attend all sessions in the Crank Up Your Campaign Webinar Series.

Nonprofits Capital Campaigns, ROI Yes
Mar 2014
18
1:00pm to 2:00pm
EDT
Crank Up Your Campaign: Launching Your Silent Phase

Most fundraisers are very familiar with the notion of the “silent phase” of a campaign – that time when only certain individuals and insiders know about the campaign and are solicited for transformational gifts.  The key to a successful silent phase is an effective campaign cabinet, or steering committee, made up of powerful volunteer leaders.  In Part Two of the Crank Up Your Campaign Webinar Series we will look at:

  • How to build and integrate the campaign cabinet into your organization
  • How to leverage WealthEngine’s Circle of Friends tool
  • Diversifying funding sources and gift types
  • How data can be used to effectively build a donor pipeline to maintain sequential solicitation

*Please note that this session will be beneficial even if you do not attend all sessions in the Crank Up Your Campaign Webinar Series.

Nonprofits Capital Campaigns, Individual Giving, Prospecting Yes
Mar 2014
11
1:00pm to 2:00pm
EDT
Raising the Bar: Business Intelligence in Nonprofits

With the growth of analytic capabilities, many nonprofits have the building blocks of true business intelligence within their grasp.  This webinar will look at the state of business intelligence and the use of data-informed decision making in nonprofits.

New research from WealthEngine shows that there is a broad spectrum on nonprofit competencies concerning the effective use of data, analytics and reporting.  We will explore:

  • The State of Business Intelligence in Nonprofits: Survey Results
  • The Business Intelligence Maturity Stages in Nonprofits
  • The Expanding Role of Analytics in Nonprofit Practice
  • BI/Analytics Examples
  • Build Your Case for BI Investment
Nonprofits Analytics, Business Intelligence, ROI Yes
Feb 2014
27
1:00pm to 2:00pm
EST
Flipping the Funnel: Using Data to Increase Your Prospects

Join Greg Furman, Founder and Chairman of the Luxury Marketing Council and Michael Lees, WealthEngine Chief Marketing Officer, to discuss the new science of prospecting.  As the luxury landscape continues to remain competitive,  luxury goods companies are now refocusing on their existing customers to cultivate relationships, strengthen brand loyalty, and create new opportunities. Contrary to traditional new acquisition marketing, these marketers are now using data analytics to “flip the funnel”, attracting only the most qualified prospects – those with the wealth and the drive to make them most likely to purchase.

Hear how data is turning the world of prospecting on its head… the latest trends, insights, and recommendations on how to drive new business with new perspectives and strategies.

Retail Big Data, Prospecting, Marketing No
Feb 2014
18
1:00pm to 2:00pm
EST
Crank Up Your Campaign: Getting Ready

We all know preparation is key to a successful campaign.  In Part One of the Crank Up Your Campaign Webinar Series we will look at the following foundational steps in order to “get ready”:

  • How to conduct an internal fundraising audit and analyze your historical fundraising data
  • Why peer benchmarking is important and how to do so
  • Steps to take to ensure that the board is “on board” with a realistic campaign goal
  • Creating a compelling case for support
  • How to conduct a data-driven feasibility study – with or without campaign counsel.

*Please note that this session will be beneficial even if you do not attend all sessions in the Crank Up Your Campaign Webinar Series.

Nonprofits Capital Campaigns Yes
Jan 2014
28
1:00pm to 2:00pm
EST
CEO Speaks: Going Beyond Wealth

Join us as WealthEngine starts a new journey into 2014. As a commitment to excellence, we have embarked upon several positive changes that will affect our business, our products, and most importantly, our value to our clients.

I look forward to introducing our new senior leadership team, new innovations as well as exciting ways you can now go beyond wealth to drive your strategies and maximize results.

We’re excited. Join the conversation.

WealthEngine Update No
Jan 2014
15
1:00pm to 2:00pm
EST
Puppies, Kittens & Mobile: Donor Engagement with mGive & Best Friends Animal Society

Text donations are the fastest, easiest way to turn a by-stander into a long-term, ARDENT supporter of a nonprofit organization. Understanding the mobile donor is critical to ensuring sustained support for a nonprofit for generations to come. The key is understanding how and when to turn an everyday texter into an everyday philanthropist. mGive is the leader in working with nonprofits to integrate mobile as a pathway to engaging supporters and then maintaining strong relationships that will lead to larger donations, “stickier” advocates for your cause. mGive invented the channel for text giving in the U.S. and has created thousands of mobile campaigns for large and small nonprofits—mobile campaigns for veterans issues, disasters, health, children’s and animal rights, you name it. In this webinar, hear from mGive, the mobile engagement experts, and from one of their leading clients, Best Friends Animal Society. BFAS integrated mobile as a main communication and fundraising channel over the last four years. Learn how they turned animal lovers who text into the most loyal supporters of their organization’s initiatives.

In this webinar, learn:

  • How to best engage new supporters through their never-out-of-arms-reach mobile device.
  • How to fundraise via the mobile device in a way that will create reoccurring and larger donations through other already established channels in your development toolbox.
  • How to evaluate success of the mobile channel so you know ROI.
Nonprofits Individual Giving, Integrated Marketing, Marketing, Mobile Yes

Call us at 877.927.8071 to find out more.

Try us on for size and see how we fit!

Our team is standing by and ready to help.