WealthEngine announced today that it has partnered with Agilon, a leading fundraising software provider, to provide colleges and universities with a streamlined prospect research solution. This agreement creates a dynamic link between Agilon’s ONE donor management system and WealthEngine’s proprietary FindWealth donor screening and prospect identification tools. For more information, click here.

If you use Agilon ONE, contact us to get your integration started: info@myagilon.com or info@wealthengine.com.

WealthEngine has now become an approved provider for CFRE continuing education. We currently have several programs coming up that are eligible for credit:

WealthEngine’s Healthcare Best Practices Webinar Series
April 9, 16, and 23, 2009
For more information on the series, please visit our best practices page.

WealthEngine’s April Workshop:
“Get The Most Out of Your Screening: Learn Steps and Tips to Validate Your Data”
April 16, 2009
For more information, please visit our workshop page.

Full participation in the programs above are applicable for points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Don’t miss out on attending the LAST preview webcast for our new Best Practices for Prospect Research in Healthcare Philanthropy Report. Act now to secure your seat on Thursday, March 12 at 2 pm EST or Wednesday, March 18th at 1 pm EST. We’ll review the study, methodology and a few of the results.

For more information or to download a copy of the free report, please visit http://www.wealthengine.com/pub/bestpractices.jsp.

Please visit our website under the Client Service tab and our Training Schedule/Training Courses to view our new dates and times for our product training classes.  All of these classes are free to our clients and can be taken at your leisure.  For additional information, please email training@wealthengine.com.

We’ve had a phenomenal response for our preview webcast of our new Best Practices for Prospect Research in Healthcare Philanthropy Report. So many requests that we’ve added another date. Act now to reserve your seat for today’s webcast at 2 pm EST or Wednesday, March 18th at 1 pm EST. We’ll review the study, methodology and a few of the results. For more information or to download a copy of the free report, please visit Best Practices.

WealthEngine is proud to announce the release of our 2009 Healthcare Report: Best Practices for Prospect Research in Healthcare Fundraising. This free report details eight best practices that will help you gain success in your prospect research and overall development efforts. In addition, please join me for our three-course webinar series that will delve deeper into each of the best practices and will feature guest speakers, case studies, and the opportunity to interact with peers.

To download the free report, attend one of our preview webinars or to sign-up for the webinar series, click here. We look forward to hearing from you!

Caroline Oblack
Project Director, Healthcare Best Practices

In the Government’s proposed 2010 budget, the Administration has proposed that families earning more than $250,000 per year will have a limit to how much they can claim on their taxes. This tax change will help raise funds for health care initiatives; however, it could adversely affect fundraising efforts. The Association for Healthcare Philanthropy has recently issued a position statement that can be accessed via this Web site: www.ahp.org/government-relations/

In addition, the Association for Fundraising Professionals has posted information regarding this tax change: http://www.afpnet.org/ka/ka-3.cfm?folder_id=2545&content_item_id=24818

How will this proposed tax change affect your organization? Will your fundraising organization make any adjustments to account for this change? If so, what? Please share how your organization is reacting to these changes so we can learn from each other.

Caroline Oblack