WealthEngine is the leader in wealth identification, prospect research and analytics, providing an integrated solution for the modern development office. With WealthEngine's data seamlessly integrated into Convio's Common Ground database, nonprofit organizations have a more efficient and effective way to identify and manage interactions with donors who have the wealth and propensity to give to their organization.
"The Convio Common Ground/WealthEngine integration provides us with the capability to perform real-time lookups from Common Ground into the WealthEngine database," said Jamie L. Klobuchar, Vice President, Individual, Major and Planned Giving from Juvenile Diabetes Research Foundation International. "This allows our Major and Planned Giving Officers to be even more prepared prior to any interaction with our prospects, and it saves us a tremendous amount of time and resources when it comes to data prospecting, enabling us to easily identify which prospects are worth pursuing based on a clearly defined giving capacity and propensity-to-give score."
WealthEngine serves more than 2,000 clients across a broad range of nonprofit and commercial industries. WealthEngine's FindWealth Online solution combines 35+ data sources with relational database technology and proprietary ratings and analytics to help clients better identify, segment and target their top prospects.
Common Ground is a simple, flexible and easy-to-use cloud-based solution for nonprofits to manage relationships and engage constituents through all channels - traditional, digital and social.
WealthConnect and Common Ground Key Features:
- Direct Access:With a single mouse click, WealthEngine results are pulled into Common Ground without the need for data entry or logging into FindWealth Online.
- Quick View:Common Ground users can view comprehensive prospect profiles, including details on household composition, Circle of Friends, wealth and giving patterns.
- Adjust Giving Capacity:See if a proposal's ask amount should be adjusted over time due to changes in a prospect's wealth by factoring in the organization's records on charitable donations, income and other hard assets.
- Profile Storage:Quickly generate reports from FindWealth Online to upload into Common Ground for easy access, editing and distribution.
"WealthEngine is committed to delivering solutions that enable nonprofit organizations to leverage cloud computing to further their fundraising efforts," said Tony Glowacki, Chief Executive Officer, WealthEngine. "Our relationship with Convio strengthens our ability to do this by giving clients a single, integrated interface and best practices to identify and connect with individuals that have the propensity to give to their organization."
Added Fred Waugh, Vice President of Alliances for Convio: "This is a great relationship that will truly benefit our Common Ground clients and prospects, WealthEngine provides incredible data, resources and insight into the giving habits of the wealthy. The integration with our Common Ground database really will make life simpler for those nonprofit organizations that use both of these solutions on a regular basis."
About WealthEngine
WealthEngine is a leading provider of sophisticated wealth identification and prospect research and analytics to financial services firms, hospitals, institutions of higher education and nonprofit organizations. More than 2000 clients use WealthEngine's products for comprehensive prospect research on individuals, companies and foundations. Headquartered in Bethesda, MD, WealthEngine offers products in both the United States and the United Kingdom. For more information, visitwww.wealthengine.com.
About Convio
Convio, Inc. is a leading provider of on-demand constituent engagement solutions that enable nonprofit organizations to more effectively raise funds, advocate for change and cultivate relationships with donors, activists, volunteers, alumni and other constituents. For more information visit www.convio.com.
