Convio And WealthEngine Form Strategic Relationship To Deliver Valuable Prospect Information To Nonprofits For Fundraising
Convio, Inc. and WealthEngine have announced the formation of a strategic relationship to deliver real-time, cloud-based actionable prospect data into the hands of fundraising professionals at nonprofit organizations. WealthEngine’s integration with Convio Common Ground database gives nonprofits anytime, anywhere access to data that makes marketing and donor prospecting highly effective.
| Posted in Technology on Apr 26, 2011
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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.
“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,” said Jamie L. Klobuchar, Vice President, Major and Planned Giving from Juvenile Diabetes Research Foundation International.
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 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. For more information, visit www.wealthengine.com.
Convio 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, please visit www.convio.com.
Convio WealthEngine Convio Common Ground Fundraising Nonprofit Non-Profit Donor Prospects
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