Comments for WealthEngine.com WEBlog

Comment on Confusion about sorting data by TriciaA

TriciaA — Thu, 18 Sep 2008 20:36:04 +0000

WealthEngine has various tools that an organization may find helpful. We have our online product that allows for one-on-on searching for information on a prospect. We also have a separate screening product that will allow an organization to send us a batch of names for us to screen your prospects through a loop analysis to help identify detailed information on your prospects.

However, in some instances, specifically the one you mentioned with charitable donations being returned for every Smith is a difficult one. In charitable donations we have a limited amount of data to determine a match, namely first and last name, therefore more information is returned than just on your Smith.

I hope this helps, if anyone has specific questions please call the Client Service line at 301-215-5980, Option 3 and we will be glad to help you.

Tricia Ambler

Comment on Training Question by clogue

clogue — Wed, 27 Aug 2008 23:48:03 +0000

We are glad to hear you have found the pre-recorded sessions helpful. WealthEngine has had great success with many of our clients who have purchased one of our custom training solutions. We encourage all staff and even board members to attend these custom trainings. Whether you choose a custom webinar or an onsite visit, you will have the opportunity to be trained with your data, get an overview of the ratings and scores, discuss your fund raising projects and initiatives, and learn how you can use your WealthEngine results to obtain these goals.

Claire Logue,
WealthEngine - Training Department

Comment on Training Question by sboucher

sboucher — Wed, 27 Aug 2008 16:47:05 +0000

We are always ready to go the extra mile for our clients and do provide as much personalized assistance as we possibly can. If your group, or any individual, has a special need please feel free to contact our client service team at 301-215-5980, option 3 and we can determine what approach will best meet your needs. We also have a number of custom training solutions available, so you may want to talk with your sales representative about those, or call our sales office at 301-215-5980, option 4.

WealthEngine attends many conferences including AFP International, CASE conferences, AHP regional and international conferences, APRA, and many others. At many of these, we host vendor presentations and users groups and we invite both new and experienced users to attend these. And we are always well staffed at our conference booth, so stop by to ask any questions you might have, or to get a product demonstration.

Sally Boucher,
WealthEngine Client Services
301-215-5980

Comment on Presenting WealthEngine Data to the Board by sboucher

sboucher — Wed, 27 Aug 2008 16:36:11 +0000

Great question and great response! I often suggest to clients that they look at two different TOP 100 lists. The top 100 with giving history - or internal ratings - are ones that you may already know about. Those without giving history (or internal ratings) are ones that may be new to you and your board. Sharing some of each from the results of your screening helps increase confidence that the screening has both enhanced your knowledge of prospects known to you, and identified some diamonds in the rough!

Sally Boucher
WealthEngine Client Service

Comment on Presenting WealthEngine Data to the Board by CarolineO

CarolineO — Tue, 26 Aug 2008 15:33:35 +0000

Thank you for your post. There are a number of reports that can help you convey your results to your Board. I would start by filtering your database on the top 100 prospects using the P2G score that WealthEngine provides and maybe also include additional criteria such as RFM score and/or estimated giving capacity.

Once you have your top 100 prospects, you can mark these as your Most Promising Prospects (MPP) through the Utilities menu. This will allow you to quickly reference this list of 100 on a regular basis.

The reports you can run on this short list of prospects are many and varied and should be tailored to meet your organization’s needs. I would start by filtering your database on your top 100 (MPPs) and running a Filtered Stats Report. This report provides an overview of your top prospects including matched sources, giving capacity overview, and more. It’s a quick one-page report that contains quite a bit of useful information.

Another report I would suggest running on this top 100 would be the Rating Overview report. Make sure you click the “Reports” button and select the option “Show Only Those I Selected on the Main Form” to ensure you run the report on the filtered data rather than your entire file. Select Rating Overview report from this list. This report includes the name of the prospect and their giving capacity, P2G score, RFM score, Planned Giving scores, and Influence and Inclination scores.

Other reports that may be of interest are the Inner Circle report if you included an Inner Circle when submitting your screening file. This report outlines the corporate and philanthropic ties that were identified during the screening process. You could even run a report on each of your board members (if they were screened) to see if they would be willing to reach out to some of the new prospects identified.

The sky is the limit. I hope these reports provide you a quick-start to reviewing your data. If you have any additional questions - please don’t hesitate to contact our Client Service team to discuss in more detail!

Sincerely,
Caroline Oblack
WealthEngine Client Service
301-215-5980, option 3

Comment on Recent Study indicates bequest prospects are 40 to 60 year olds by TriciaA

TriciaA — Thu, 06 Dec 2007 18:34:54 +0000

There is an additional study conducted by the National Council for Planned Giving that has similiar findings on ages to begin soliciting for planned gifts. This study also includes data on they types of vehicles that appeal to different age groups.