Use WealthEngine to jumpstart grateful patient programs, improve donor cultivation and support prospect qualification. Major gifts, capital campaigns, planned giving and other development initiatives can benefit from routine WebExpress screenings.

“At a hospital, your best opportunity to build a relationship with a prospective donor is when your services are being used or have just been used. We are using WealthEngine to help us not to miss these moments of opportunity,”says K. Murray Fournie, Director of Major Gifts & Planned Giving at the Indian River Medical Center Foundation. LEARN MORE

Benefits of a screening with WealthEngine:

    • Wealth screening provides your organization the opportunity to survey patient and donor data.
    • Once surveyed, prospect data can be segmented and prioritized to develop a more thorough solicitation strategy and allows you to be more efficient and focused.
    • data can be reviewed at various intervals—daily, weekly, monthly or quarterly—as your patients arrive, using WebExpress.
    • Data can be imported into your donor management system (DMS).
    • Results can be matched against your donor list.
    • For health care organizations, wealth screening of patient data can be completed within HIPAA guidelines.

For health care organizations, new prospects are entering the doors of their facilities on a daily basis; yet, it is estimated that only one third of hospitals are using wealth screenings to identify new potential grateful patients and donors. Don’t miss out on this opportunity!

Click here to learn more about WebExpress routine screenings or contact our Sales Department for details.