WealthEngine

Tony Glowacki shares how WealthEngine’s new ratings & scores deliver deeper insight into your donors and prospects. The end result is better, faster and more accurate fundraising strategy.

How well do you know your donors? Have you clearly identified your target prospects? Looking beyond screening, the benefits of modeling and analytics allow deep identification of prospects that “look like” other donors.

Since our last newsletter, WealthEngine has enhanced our research products for the United Kingdom, adding  three new data sets to the UK services: Matrix Investor Data, Top Wealth Profiles, Marquis Who’s Who.

Matrix Investor data identifies private investors and provides an estimated private investment portfolio. With over 2.7 million Matrix Investor records, the data includes ten fields including the number and type of investments, investor category, and estimated portfolio values.