WealthEngine is pleased to announce the release of our newest research paper “Measuring Fundraising Return on Investment
and the Impact of Prospect Research”.

Measuring return on investment can help nonprofit organizations justify their prospect research and development budgets and perhaps, even more importantly, can provide important benchmarks for understanding the overall cost of raising money. This new paper provides a reference guide in applying a quantitative lens to nonprofit organizations’ fundraising operations.

Download your free copy of this whitepaper here:

http://www.wealthengine.com/pub/whitepaper_ROI_request.jsp

We’d be interested in hearing your thoughts about measuring return on investment in fundraising and prospect research.

WealthEngine is pleased to announce it has significantly expanded its database with the addition of more than 63 million state business registrations from Dun & Bradstreet.  This represents the largest available collection of information on public and private companies as well as the individuals who own and operate them.

The state business registrations database covers all 50 states and is updated daily.  Filings come directly from Government filing offices via automated feeds and include any status changes and amendments to the business registration to ensure data timeliness and accuracy.

Now integrated into FindWealth Online and FindWealth Review, research professionals will find:

• Names and titles of company owners and officers
• Expanded Circle of Friends linkage
• Multiple addresses for businesses and registrations which are all searched through our Loop Analysis functionality to provide the most complete profile on a prospective donor
• The ability to tie the business address to an individual’s home address

• Valuable amendment information made to business filings for tracking significant events in the history of a company
• Shareholder equity information

Please join us for a special webinar on Wednesday, May 5, 2010 at 1:00pm eastern to demonstrate the many uses of this new business registration data within its FindWealth tools.

To view our Press Release on D&B Data, Click Here.

To register for the webinar, Click Here.

In the competitive world of major gift prospect identification, organizations that use all tools available to them to identify and build a consistent pool of prospects are ahead of the game. Join our special guest, Debra Darling, Director of Prospect Development at Washington & Lee University and our own Sally Boucher, Client Service Manager at WealthEngine for a discussion on how to “Build a Comprehensive Prospecting Strategy.”

Learn how to create a multi-pronged approach for your own prospect identification with multiple information sources that show publicly-known information, institutional data, and volunteer interests. By combining techniques and data sources, you will be covering all the bases to create more thorough and reliable prospect profiles. The webinar will also show you how to apply your research efforts to develop actionable rating and ranking systems within your prospect management system for greater strategy and timeliness.

Click here to register.
To view a schedule of upcoming Thursday Workshops, please click here.

An article in the Feb. 22nd issue of the Philanthropy Journal discusses strides in advancement services and the leadership role John Taylor has played in developing the profession. John wears many hats in the advancement world but is, by day, the Associate Vice Chancellor for Advancement at NC State University in Raleigh. NC State is a WealthEngine client and we want to thank John for his ongoing contributions–and tireless commitment–to the field.

To read the article, please click here.

Individuals classified as public company insiders are likely a small but notable portion of your overall prospect pool, and the only ones with actual, personal stockholdings that you can access. Join us this Thursday at 1 pm EST as we uncover the basics of understanding how to interpret wealth and biographical information of fundraising prospects contained in financial statements filed with the U.S. Securities and Exchange Commission (SEC). We will review how to locate, navigate and read the company proxy statement, as well as forms 3, 4, and 5 insider trading documents. Attendees will learn the meaning and importance of direct shareholdings, indirect shareholdings, options, and compensation so you can understand and better estimate your prospects’ intrinsic wealth.

To register, please visit: https://www1.gotomeeting.com/register/383371288

WealthEngine today announced the expansion of its UK prospect research solution to include data from the FAME company database. Developed by Bureau van Dijk, with data sourced from Jordans, FAME is well respected for its depth and quality. The FAME data extract being integrated into WealthEngine contains comprehensive information on directors and stakeholders at more than 4 million public and privately-held companies in the United Kingdom and Ireland.

Subscribers to WealthEngine’s FindWealth UK research tools will appreciate access to details on company stakeholders at a breadth yet to be offered in WealthEngine’s UK products. Clients can uncover directors’ roles, terms, date of birth, contact information and total director’s remuneration in addition to company overviews. The use of this data greatly expands researchers’ scope of knowledge about their donors and prospects.

WealthEngine has scheduled two online introductions to FAME data for the dates below. To register, please click on your preferred date and time:
• Tuesday, February 9, 2010 from 3:00–4:00 pm GMT/10:00–11:00 am EST
• Tuesday, February 16, 2010 from 3:00–4:00 pm GMT/10:00–11:00 am EST

For more information, please contact marketing@wealthengine.com or click here to view the press release.

Please join us for a free webinar to review the findings in WealthEngine’s latest white paper, Community Colleges: Growing Individual Giving with Effective Prospect Research. The webinar will provide an overview on giving to community colleges and highlight key strategies for implementing best practices within each institution’s development department.

When: Thursday, February 11, 2010
Time: 1:00 – 2:00 pm EST/10 -11 am PST
Where: Live via webinar

Click here to register for the webinar.

During the webinar, the author of the white paper, Kimberly Mullins, Director of Marketing at WealthEngine, and one of the paper’s contributors, Alan Klaas, Executive Director of the Mohave Community College Foundation will highlight the methods and resources available to help refine and expand major gifts and other individual gift programs. Those wanting to learn how their peers are using both free and fee-based prospect research tools in their development programs won’t want to miss this practical and results-oriented discussion.

To download a free copy of the white paper, please click here.

What does your prospect management system look like? While industry standards estimate 18-24 months to cultivate and solicit a major gift, in coordination with 7-9 personal visits, and 3-4 prospects for each $100,000 gift, the need for new prospects need to be continuously introduced and the movement of existing prospects the next level are vital benchmarks throughout the fundraising cycle.

Explore the purpose, elements and benefits of a prospect management system during this webinar as we share examples of best practices that have brought research and development staff to the same table, working in ‘harmony’ toward common objectives, and learn the interpersonal and professional skills necessary to make this a win/win situation for all involved. Learn how to create a process that works best within the culture of your organization, builds a team environment, and develops trust among the participants.

Don’t miss out! Register now at: https://www1.gotomeeting.com/register/529047529.

We are pleased to announce the release of a new research paper, entitled Community Colleges: Growing Individual Giving with Effective Prospect Research. Following an in-depth 2009 research study on prospect research in higher education fundraising, we challenged ourselves to dig deeper and investigate the extent to which prospect research is used by community colleges, particularly in the area of individual giving. The white paper is the result of this research initiative and provides an overview on giving to community colleges as well as a strategy to implement best practices.

To download a free copy of the WealthEngine white paper, please visit: http://www.wealthengine.com/pub/whitepaper_request.jsp

Further information on the white paper findings will be shared during a free webinar on Thursday, February 11, 2010 from 1:00 - 2:00 pm EST. To register for the webinar, please visit: https://www1.gotomeeting.com/register/825153472

We are thrilled to share with you the latest issue of WealthEngineWorks, our newly redesigned and renamed quarterly newsletter. This issue is chock full of product updates, company news and fundraising resources that will keep you informed on what’s happening and what’s to come as we work to support your prospect research and fundraising goals. To access the newsletter, please visit: http://www.wealthengine.com/pub/news/nl/.