"

Estimated reading time: 2 minutes, 4 seconds

SofTrek Enters Business Partnership with WealthEngine

SofTrek Corporation, a leading provider of donor management software and fundraising solutions for nonprofit organizations, announced that it has formed a strategic partnership with WealthEngine, a leading provider of sophisticated prospect research and analytics for nonprofit organizations and institutions of higher education.

SofTrek and WealthEngine jointly developed an integrated donor management wealth screening solution to improve workflow and communications within the development functions of nonprofit organizations. Users are able to access updated screening information on donors and prospects from within SofTrek’s donor management solution in real-time, thereby allowing development staff to retrieve up-to-date asset profiles when they need them.

"This capability will provide nonprofit organizations with the most current prospect wealth screening data to enhance their development strategies and decision making," stated Bob Girardi, Vice President of Marketing and Sales for SofTrek.

"The integration of WealthEngine's robust screening capabilities into SofTrek's donor management system gives nonprofits seamless access to critical wealth information on their donors," said Dan Concannon, WealthEngine's executive vice president of sales, marketing and business development. "Additionally, WealthEngine's P2G (Propensity to Give) scores help nonprofits get directly to their best prospects."

This capability is available in the current version of SofTrek's donor management software, ClearView for PledgeMaker. SofTrek recently announced the release of ClearView technology, which was developed as the result of extensive market research and input from its nonprofit clients. ClearView provides the power, flexibility, and ease of use that nonprofit organizations need in order to get the most out of their donor management software system.

To learn more about ClearView for PledgeMaker and SofTrek's partnership with WealthEngine, visit www.softrek.com.

About SofTrek
Since 1987, the mission of SofTrek Corporation has been to provide donor management software, fundraising capabilities, managed hosting services, and technology solutions to nonprofit organizations. SofTrek has proven expertise in developing state-of-the-art software applications and is committed to delivering industry-leading solutions and services that help all types of nonprofits achieve their business objectives. Organizations such as Catholic Relief Services, Dana-Farber Cancer Institute, Cystic Fibrosis Foundation, The Metropolitan Museum of Art, and The Trust for Public Land count on SofTrek for their donor management and fundraising technology needs.

About WealthEngine
WealthEngine is a leading provider of sophisticated prospect research and analytics to non-profit organizations, institutions of higher education and financial services firms. 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, visit www.wealthengine.com.
Read 4802 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.