Archive for August, 2009

FREE - Thursday Workshops

Saturday, August 22nd, 2009

WealthEngine now offers to you… our most valued clients, FREE online Workshops designed to help you in your fundraising efforts.

Using our products in these capacity building workshops is sure to help you meet your fundraising goals.

These FREE workshops are one hour in duration and are offered monthly on the 3rd Thursday of the month.

Each session covers specialized training topics to assist you in putting your data to work in your overall fundraising strategy.

Upcoming Fall Workshops include:

  • The Art and Science of Attracting New Prospects,
    Sept. 17, 2009 1:00pm - 2:00pm EDT
  • Harnessing Special Events for Prospect Identification,
    Oct. 15, 2009 1:00pm - 2:00pm EDT
  • Identify, Focus, Promote: 3 Planned Giving Strategies to Enact Right Now,
    Nov. 19, 2009 1:00pm - 2:00pm EDT
  • Building your Prospect Base in a Changed Environment,
    Dec. 17, 2009 1:00pm - 2:00pm EDT

Gain CFRE credit for your attendance: Most workshops offer CFRE credit. Full participation in the program is applicable for 1 point in Category 1.B—Education of the CFRE International application for initial certification and/or recertification.

You can register for any of these workshops thru:

  1. FindWealth Online - by going into the Help Section
  2. Client Service - on the front page of WealthEngine
  3. Send an email to training@wealthengine.com

Article on Prospect Research & the Recession

Friday, August 21st, 2009

An online article on prospecting from the Chronicle of Philanthropy’s website  asserts that the economy is keeping prospect researchers busy. At the Dana-Farber Cancer Institute, in Boston, (a WealthEngine client) researchers have had to go back and redo the majority of the profiles they had compiled before the economy went into a tailspin last fall, says Susan Paresky, a senior vice president at the institute.

Click here to read the article.

What about you? How has the recession affected your research and validation efforts?

Demo of Prospect Generator Available

Friday, August 21st, 2009

If you missed our live webcasts introducing Prospect Generator, feel free to click here to view the 30 minute demo

Or, if you would like a one-on-one demo contact us at marketing@wealthengine.com to schedule a time that’s convenient for you.

Click here for more information on Prospect Generator.

Join Us for an Introduction to Prospect Generator

Tuesday, August 11th, 2009

Two weeks ago, WealthEngine introduced you to Prospect Generator℠, a new prospecting tool designed specifically to help nonprofit organizations find affluent donors. This national database of high net worth individuals allows you to deeply search and target major gift prospects, cultivate high value relationships, and build custom prospect lists for special events.

Be one of the first to see a brief, online introduction to Prospect Generator on Tuesday, August 11 from 1-1:45 pm Eastern time. To register for this free webcast, Click here..