Yale New Haven

I support seven development officers, and I want them to have accurate wealth information when and where they need it, as timing is everything in fundraising. All of our development staff have access to FindWealth and use it as their primary prospect research tool.


“We see the value of maximizing the screening data to help us focus on building the right relationships and make targeted asks throughout the year. We have created a development strategy to make that happen and are eager to get started.”


“As sales and marketing professionals, we constantly have to think of new and different ways to grow your business. Putting WealthEngine into the mix and using it to hone in on our target audience has been an effective approach for us.”

Stevenson University

“We use the WealthEngine scores and ratings, primarily Propensity to Give (P2G) and Estimated Giving Capacity, to provide a high level overview of an individual we’re researching. The P2G score is a great identifier that directs us as to which individuals to look at first.”