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Date Title & Description Industry Topics Register CFRE Speakers
Nov 28, 2018 1:00 pm

Commercial Webinar: WealthEngine Gets Personal in 9.0

We are thrilled to announce WealthEngine 9.0, the most powerful prospect engagement platform ever. To celebrate, we are hosting a webinar to show you how personalization will change everything you do. Successful marketing and sales campaigns create per …

Financial Services, Retail, Travel Analytics, Best Practices, Big Data, Digital Marketing, Fundraising, Individual Giving, Integrated Marketing, Marketing Automation, Prospect Research, Prospecting, Screening, Screenings, Wealth Insights, WealthEngine Update, WealthEngine Updates Register No Leo Scott, Manmohan (Mac) Gupta
Nov 27, 2018 1:00 pm

Nonprofit Webinar: WealthEngine Gets Personal in 9.0

We are thrilled to announce WealthEngine 9.0, the most powerful prospect engagement platform ever. To celebrate, we are hosting a webinar to show you how personalization will change everything you do. Successful fundraising campaigns create personal in …

Healthcare, Higher Education, Nonprofits Analytics, Best Practices, Big Data, Digital Marketing, Fundraising, Individual Giving, Integrated Marketing, Marketing, Marketing Automation, Prospect Research, Prospecting, Screening, Screenings, Wealth Insights, WealthEngine Update, WealthEngine Updates Register No
Nov 15, 2018 1:00 pm

6 Unconventional Tips for a Successful Giving Tuesday

Giving Tuesday is fast approaching. Every year, the day is a huge opportunity for nonprofits to boost their year-end efforts and get closer to their goals. Last year on Giving Tuesday, nonprofits raised nearly $274 Million across the country. That was …

Nonprofits Fundraising, Individual Giving, Screening, Screenings Register No Linda Garrison, CFRE
Sep 20, 2018 1:00 pm

WealthEngine for Salesforce

We are excited to announce a host of improvements to our Salesforce Integration. The upgrade will allow you to: Auto-Append Updates: Automatically append WealthEngine data to new or existing records in SF based on your specific criteria New Criteria Ad …

Financial Services, Healthcare, Higher Education, Nonprofits, Retail, Travel Analytics, Best Practices, Digital Marketing, Fundraising, Integrated Marketing, Marketing, Marketing Automation, Prospect Research, Prospecting, Screening, Screenings, Wealth Insights, WealthEngine Update, WealthEngine Updates Register No Casey Tantum
Sep 5, 2018 1:00 pm

Real-Time Wealth & Lifestyle Insights to Fuel Your Next Campaign

Did you know that you could be leveraging our platform beyond richly layered WE Profile searches and fast-paced wealth screenings? The WealthEngine API lets you look up the net worth of almost anyone in the U.S. in real time. What’s more? Our API will  …

Financial Services, Healthcare, Higher Education, Nonprofits, Retail, Travel Best Practices, Digital Marketing, Marketing Automation, Screening, Wealth Insights Register No Casey Tantum
Aug 21, 2018 1:00 pm

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 expan …

Higher Education Analytics, Prospect Research, Prospecting, Screening, Screenings Register No Prag Shah
Aug 23, 2018 2:00 pm

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 f …

Analytics Register No Anna Sheehan
Aug 2, 2018 2:00 pm

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. B …

Prospect Research, Prospecting Register No
Jul 25, 2018 2:00 pm

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 …

WealthEngine Update Register No Manmohan (Mac) Gupta, Elizabeth Schiffman, Michelle Matlack
Jun 27, 2018 2:00 pm

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 revi …

Healthcare Screening Register Yes Anna Sheehan
May 23, 2018 12:00 pmtoMay 23, 2018 1:00 pm

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 …

Nonprofits Fundraising Register No JB Rauch
May 15, 2018 2:00 pmtoMay 15, 2018 3:00 pm

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 g …

Nonprofits Fundraising Register No Kelly Smith Bell, Kyle Sutton, Andrea Schiller, JB Rauch
Apr 18, 2018 2:00 pmtoApr 18, 2018 3:00 pm

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 wit …

Higher Education Fundraising Register No Linda Garrison
Jan 25, 2018 2:00 pmtoJan 25, 2018 3:00 pm

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 …

Nonprofits Fundraising, Integrated Marketing Register No JB Rauch, Samantha Shirley
Feb 1, 2018 1:30 pmtoFeb 1, 2018 2:30 pm

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, pr …

Fundraising, Integrated Marketing Register No JB Rauch, Melissa Wyers
Dec 7, 2017 2:00 pmtoDec 7, 2017 3:00 pm

What’s In the WealthEngine Lab? A Look At the WE Product Roadmap

WealthEngine Update Register No John Funge, Elizabeth Schiffman
Nov 9, 2017 2:00 pmtoNov 9, 2017 3:00 pm

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 e …

Nonprofits Fundraising Register No Darian Rodriguez Heyman
Oct 25, 2017 2:00 pmtoOct 25, 2017 3:00 pm

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 …

Nonprofits Register No Linda Garrison, Doug Cogswell
Oct 11, 2017 3:00 pmtoOct 11, 2017 4:00 pm

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 i …

Analytics, Fundraising, Prospect Research, Prospecting, WealthEngine Update Register No John Funge, Elizabeth Schiffmann
Sep 19, 2017 2:00 pmtoSep 19, 2017 3:00 pm

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 …

Nonprofits Fundraising Register No JB Rauch, Sandi Reinardy
Aug 31, 2017 1:00 pmtoAug 31, 2017 2:00 pm

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 …

Nonprofits Fundraising, Prospect Research, Prospecting Register Yes Anna Sheehan
Aug 17, 2017 2:00 pmtoAug 17, 2017 3:00 pm

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 th …

Big Data, Screening, Wealth Insights, WealthEngine Updates Register No Casey Tantum, TJ Stalcup, Jason Swenski
Aug 10, 2017 2:00 pmtoAug 10, 2017 3:00 pm

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 Fo …

Nonprofits Prospect Research, Prospecting Register No JB Rauch, Michael P. Hund, Norah Stevens-Kittner
Jul 27, 2017 2:00 pmtoJul 27, 2017 3:00 pm

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.

Analytics, Fundraising, WealthEngine Update Register No
Jul 18, 2017 2:00 pmtoJul 18, 2017 3:00 pm

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 the …

Higher Education Fundraising Register No
Jun 15, 2017 2:00 pmtoJun 15, 2017 3:00 pm

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 scalab …

Marketing Automation Register No
May 10, 2017 2:00 pmtoMay 10, 2017 2:00 pm

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? …

Higher Education Fundraising Register No
Apr 13, 2017 2:00 pmtoApr 13, 2017 3:00 pm

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 fad …

Fundraising, Screenings Register No John Funge
May 4, 2017 2:00 pmtoMay 4, 2017 3:00 pm

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 …

Healthcare Fundraising, Grateful Patient Register Yes Linda S. Garrison, Kevin Constant
Jun 1, 2017 2:00 pmtoJun 1, 2017 3:00 pm

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 flowin …

Nonprofits Fundraising Register Yes Linda S. Garrison, Kevin Constant
Mar 30, 2017 2:00 pmtoMar 30, 2017 3:00 pm

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 …

Security Register No Mishka McCowan