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.