Join WealthEngine’s professional networking groups on LinkedIn and Facebook!
We’ve created two professional networking groups that we hope that you will join:
We’ll keep you informed on company information (product updates, etc.) but feel free to initiate a discussion or post relevant articles and links that you think are worth sharing. We hope to hear from you soon!
The WealthEngine Team
Slate 60 has published its list of the 60 largest charitable contributions of 2008, check it out on their website.
Congratulations to our client, Sidwell Friends School, for winning the CASE-WealthEngine Sustained Excellence in Educational Fundraising Award for 2008. They have been recognized by CASE for the last three years for their successful fundraising efforts.
Pictured: John Lippincott, CASE President; Patricia Carocci, Sidwell Friends’ Assistant Head of School for Institutional Advancement; Andrew Sicnolf, WealthEngine’s Conference Coordinator.
You may have noticed some new changes to FindWealth Online this week - that’s because we’re kicking off the new year with a few additions that we’re sure you’ll find useful and informative. We’ve added:
- The Physician’s Profile: A new data source, providing information on those in the medical field. Here, you will find information including the address and phone number of their practice, where they went to school, specializations and more.
- SEC Documentation: Keep your eyes peeled for this icon 
when you look at your stock results for WealthID Securities Match. This icon indicates a recent filing and will allow you to see the actual documentation filed with the SEC (including Form 3, 4, 5 and soon 144 filings).
- Ratings Summary Chart: In the Giving Capacity Report section, you will now see a colorful pie chart indicating the components of the Estimated Giving Capacity. See precisely if the components are coming from stock, real estate or a company pension plan.
Let us know what you think!
The Development Team
Hello everyone - hope your new year is off to a great start! Here is a link with some great suggestions for making sure your nonprofit kicks off the new year right:
http://nonprofit.about.com/od/nonprofitmanagement/tp/nyresolutions.htm
Rebecca