data driven major giving
DESCRIPTION
TRANSCRIPT
wealthengine.com | Page 2
Agenda
Data is the Foundation of StrategyUsing Data to – Identify Major Gift Prospects– Optimize Major Gift Portfolios– Define Ask Amounts
The Prospect Management Process– Commonly Measured Metrics and Suggested
Benchmarks– Forecasting Major Giving Results Based On
Pipeline Analysis– Reporting Results
wealthengine.com | Page 44
What is Analytics?
Analytics + Analysis = Data Informed Decision Making
AnalysisThe process of breaking a complex topic or substance into smaller parts to gain a better understanding of it.
AnalyticsThe process of developing optimal or realistic decision recommendations based on insights derived through analysis
wealthengine.com | Page 5
Data Leads to Actionable Insight
WisdomEvaluated understanding
KnowledgeApplication of data and information; answers "how” & “why” questions
InformationData that are processed to be useful; provides answers to "who", "what", "where", and "when" questions
DataSymbols
wealthengine.com | Page 6
All Strategy Derives from Organizational Objectives and Goals
Vision
Mission
Objectives
Goals
Strategies
Tactics
Increase capacity to transport excess food to those in need
Increase major gift revenue by 20%
A world without hunger
Feed the hungry
Invest in screening data
Use data to optimize portfolios and ask values
Answer
“Why?” Questions
Answer
“What?” Questions
Answer
“How?” Questions
wealthengine.com | Page 8
Use Data to Optimize Portfolios by Finding the Best Prospects
Based on Capacity and Likelihood to Give (or Affinity), an entire constituency can be segmented for application of distinct strategies:
For major gifts, constituents with high capacity and high affinity are shaded in green for immediate assignment and cultivationConstituents in shaded in blue are second tier prospects and should be engaged in high-touch cultivation at the annual giving level
Cap
acit
y
Likelihood to Give
wealthengine.com | Page 9
Use Data to Optimize Portfolios by Finding the Best Prospects
2 2 47
41 30 525
3,626 2,397 8,328
Cap
acit
y
Likelihood to Give
Based on Capacity and Likelihood to Give (or Affinity), an entire constituency can be segmented for application of distinct strategies:
For major gifts, constituents with high capacity and high affinity are shaded in green for immediate assignment and cultivationConstituents in shaded in blue are second tier prospects and should be engaged in high-touch cultivation at the annual giving level
wealthengine.com | Page 10
Data Appends (Wealth, Demographic and Lifestyle Attributes) Allow Evaluation of All Constituents
Likelihood to Give
Capacity RangeVery Low
LowModerat
eHigh
Very High
Total
$5M+ 1 3 2 6
$1M up to $5M 2 1 19 23 45
$500K up to $1M 7 11 50 39 107
$250K up to $500K 34 19 301 135 489
$100K up to $250K 139 60 905 358 1,462
$50K up to $100K 6 490 469 2,155 774 3,894
$25K up to $50K 186 795 1,037 1,288 761 4,067
$15K up to $25K 132 464 498 607 365 2,066
Up to $15K 127 278 67 216 146 834
Unrated 525 484 266 466 287 2,028
Total 976 2,693 2,429 6,010 2,890 14,998
wealthengine.com | Page 11
Likelihood to Give
Capacity RangeVery Low
LowModerat
eHigh
Very High
Total
$5M+ 1 3 2 6
$1M up to $5M 2 1 19 23 45
$500K up to $1M 7 11 50 39 107
$250K up to $500K 34 19 301 135 489
$100K up to $250K 139 60 905 358 1,462
$50K up to $100K 6 490 469 2,155 774 3,894
$25K up to $50K 186 795 1,037 1,288 761 4,067
$15K up to $25K 132 464 498 607 365 2,066
Up to $15K 127 278 67 216 146 834
Unrated 525 484 266 466 287 2,028
Total 976 2,693 2,429 6,010 2,890 14,998
Quickly Identify the Best Prospects for Major Gift Cultivation
28 shaded green have high capacity, high likelihood to give
3 2
23
wealthengine.com | Page 12
Likelihood to Give
Capacity RangeVery Low
LowModerat
eHigh
Very High
Total
$5M+ 1 3 2 6
$1M up to $5M 2 1 19 23 45
$500K up to $1M 7 11 50 39 107
$250K up to $500K 34 19 301 135 489
$100K up to $250K 139 60 905 358 1,462
$50K up to $100K 6 490 469 2,155 774 3,894
$25K up to $50K 186 795 1,037 1,288 761 4,067
$15K up to $25K 132 464 498 607 365 2,066
Up to $15K 127 278 67 216 146 834
Unrated 525 484 266 466 287 2,028
Total 976 2,693 2,429 6,010 2,890 14,998
Identify Second Tier Prospects for High-Touch Leadership Giving Program
19
50 39
301 135
544 shaded in blue are also good major gift candidates
wealthengine.com | Page 14
Affinity Score
Capacity Range Very Low Low Moderate High Very High Total
$5M+ $7,983,010 $7,983,010
$1M up to $5M $10,481,10
5$10,481,10
5
$500K up to $1M $4,120,173 $4,120,173
$250K up to $500K $370,479 $341,000 $440,241 $6,786,036 $7,937,755
$100K up to $250K $601,489 $332,565 $1,545,482 $6,350,829 $8,830,365
$50K up tp $100K $196,430 $243,806 $712,639 $3,133,520 $4,286,395
$25K up to $50K $94,259 $289,513 $201,514 $583,946 $1,119,834 $2,289,066
$15K up to $25K $39,287 $24,468 $73,790 $134,884 $272,430
Up to $15K $40,226 $10,961 $36,692 $87,880
Unrated $27,383 $15,889 $11,409 $9,571 $64,252
Total $161,868$1,513,08
7$1,143,35
3$3,378,46
9$40,155,6
53$46,352,4
30
The Current Portfolios Under Management have a Total Value of $46MM
243 prospects are currently under management (assigned to a gift officer or volunteer)These were selected based on total givingValues in the cells are the sum of the capacity of each individual who falls within the range
$46,352,430
The total capacity of the prospects under management is the total number in the lower right-hand corner ($46MM)
wealthengine.com | Page 16
243 Optimal Prospects @$286MM(Selected Based on Capacity and Likelihood Ratings)
Affinity Score
Capacity Range Very Low Low Moderate High Very High Total
$5M+ 89,015,427 19,223,723 108,239,150
$1M up to $5M 35,938,650 48,700,146 84,638,796
$500K up to $1M 34,221,647 27,739,460 61,961,108
$250K up to $500K 30,862,459 30,862,459
$100K up to $250K
$50K up tp $100K
$25K up to $50K
$15K up to $25K
Up to $15K
Unrated
Total 159,175,725 126,525,788 285,701,513
Selecting the 243 optimal prospects yields $286MM under managementThis is 6 times the capacity under management
89,015,427 19,223,723 108,239,150
35,938,650 48,700,146 84,638,796
34,221,647 27,739,460 61,961,108
30,862,459 30,862,459
285,701,513
wealthengine.com | Page 17
Strategy Grows Out of Analysis
All else being equal, if 20 gifts close at 10% of capacity, this
change in portfolio value would result in an additional $2MM
($2,351,452 vs. $381,501)
To activate this potential, any high-likelihood, high-capacity
prospects not under management by an individual staff or
volunteer should be assigned
Currently assigned prospects with lower capacity/likelihood
scores should only be kept under management if they are close
to or in the solicitation phase
The second tier of prospects with high capacity and likelihood
scores should be “fast-tracked” in high-touch annual
giving/cultivation program
wealthengine.com | Page 19
Data including Capacity Estimates Allow Analysis of Major Gift Solicitations
Prospect Manager or Major
Gift Officer
Average Capacity
of Prospects
Average Ask
Amount
% of Capacity
Asked
Average Gift
Amount
% of Ask Received
% of Capacity Received
Jocelyn $95,617 $24,286 25% $10,242 42% 11%
Sarah $167,708 $24,167 14% $16,667 69% 10%
Total $131,662 $24,226 18% $13,455 56% 10%
wealthengine.com | Page 20
This Organization Receives on Average Only 10% of Potential Gift Value
Prospect Manager
Average Capacity
of Prospects
Average Ask
Amount
% of Capacity
Asked
Average Gift
Amount
% of Ask Received
% of Capacity Received
Jocelyn $95,617 $24,286 25% $10,242 42% 11%
Sarah $167,708 $24,167 14% $16,667 69% 10%
Total $131,662 $24,226 18% $13,455 56% 10%
Analysis shows gifts received are valued at approximately 10% of capacity
11%
10%
10%
wealthengine.com | Page 21
Gift Officers May be Defaulting to the Minimum Major Gift Level
Prospect Manager
Average Capacity
of Prospects
Average Ask
Amount
% of Capacity
Asked
Average Gift
Amount
% of Ask Received
% of Capacity Received
Jocelyn $95,617 $24,286 25% $10,242 42% 11%
Sarah $167,708 $24,167 14% $16,667 69% 10%
Total $131,662 $24,226 18% $13,455 56% 10%
With a minimum major gift amount of $25K, it looks like prospect managers may be satisfied asking for gifts of $25K
$24,286
$24,167
$24,226
wealthengine.com | Page 22
With Gifts Closing at Just 56% of Asks, There May be Money Left on the Table
Prospect Manager
Average Capacity
of Prospects
Average Ask
Amount
% of Capacity
Asked
Average Gift
Amount
% of Ask Received
% of Capacity Received
Jocelyn $95,617 $24,286 25% $10,242 42% 11%
Sarah $167,708 $24,167 14% $16,667 69% 10%
Total $131,662 $24,226 18% $13,455 56% 10%
On average, they are receiving gifts of $10K-$15K
$10,242
$16,667
$13,455
wealthengine.com | Page 23
If 20 Gifts are Closed with Gifts Averaging 10% of Capacity, the Organization will Realize $263,324
Prospect Manager
Average Capacity
of Prospects
Average Ask
Amount
% of Capacity
Asked
Average Gift
Amount
% of Ask Received
% of Capacity Received
Jocelyn $95,617 $24,286 25% $10,242 42% 11%
Sarah $167,708 $24,167 14% $16,667 69% 10%
Total $131,662 $24,226 18% $13,455 56% 10%
$131,662 x 10% x 20
Gifts
$131,662 10%
$131,662 x 10% x 20 Gifts =
$263,324
If ask amounts are adjusted to reflect capacity on an individual basis, fundraising potential increases…
wealthengine.com | Page 25
Prospect Manager
Average Capacity
of Prospects
Average Ask
Amount
% of Capacity
Asked
Average Gift
Amount
% of Ask Received
% of Capacity Received
Jocelyn $95,617 $24,286 25% $10,242 42% 11%
Sarah $167,708 $41,927 25% $28,929 69% 17%
Total $131,662 $32,915 25% $19,585 59% 15%
Adjusting Average Ask Amount Up to 25% of Capacity on Average Leads to Higher Asks
Sarah’s asks are adjusted from 14% to 25% of capacity, resulting in an average ask of $41,927
$41,927 25%
wealthengine.com | Page 26
Prospect Manager
Average Capacity
of Prospects
Average Ask
Amount
% of Capacity
Asked
Average Gift
Amount
% of Ask Received
% of Capacity Received
Jocelyn $95,617 $24,286 25% $10,242 42% 11%
Sarah $167,708 $41,927 25% $28,929 69% 17%
Total $131,662 $32,915 25% $19,585 59% 15%
Higher Asks Lead to Higher Closed Gift Amounts
This leads to a 17% of capacity average gift for Sarah and 15% overall 15%
17%
wealthengine.com | Page 27
Prospect Manager
Average Capacity
of Prospects
Average Ask
Amount
% of Capacity
Asked
Average Gift
Amount
% of Ask Received
% of Capacity Received
Jocelyn $95,617 $24,286 25% $10,242 42% 11%
Sarah $167,708 $41,927 25% $28,929 69% 17%
Total $131,662 $32,915 25% $19,585 59% 15%
If 20 Gifts are Closed with Gifts Averaging 15% of Capacity, the Organization will Realize $394,986
15%$131,662
$131,662 x 15% x 20
Gifts $131,662 x 15% x 20 Gifts =
$394,986
wealthengine.com | Page 28
All else being held constant, If 20 gifts close at 15% of capacity
on average, this will result in $394,986 in revenue
This represents an additional $131,662 in revenue over prior
asks
Ask amounts do not need to be a set and static percentage of
capacity, but should be evaluated on an individual basis
Questions to ask include:– Are we one of this prospect’s top three priorities?
– Is this prospect enthusiastic about a particular project or program?
– Do we have a funding need that meshes with this prospect’s interests?
– What other current commitments do they have?
If gift officers default to a low ask amount, consider training to
boost confidence in the ratings and/or confidence in the process
Strategy Grows Out of Analysis
wealthengine.com | Page 29
Realize Untapped Fundraising Potential
By analyzing file capacity and modeling likelihood to give, this
organization was able to increase capacity under management
and (without closing more gifts) increase potential funds
raised by $2MM
By analyzing ask amounts in relation to capacity, this
organization was able to identify a weakness in their major gift
program and by encouraging each gift officer to ask for a
minimum of 25% of capacity, increases fundraising potential
by $131,662
If this organization realizes even 10% of this potential $2.1MM
gain, they will have realized a Return on Investment (ROI)of
740% based on a $25,000 investment in data and analytics
wealthengine.com | Page 31
The Management Process
“Management is concerned with ensuring plans and strategies are implemented, that progress is monitored, that corrective action is taken when required and that results are reported and stakeholders are kept informed.”
Plan
Develop StrategiesDesign TacticsDetermine Metrics & BenchmarksAssign Resources
Implement
Deploy Resources
Monitor
Check Results Against BenchmarksMonitor Metrics
Adjust
Make Adjustments to Plan / TacticsImplement as needed
Report
Report Progress to Stakeholders
wealthengine.com | Page 32
Major Gift Maturation Process
“It can take 18 to 24 or more months to cultivate and secure a major gift. Therefore, it is as important to measure and manage the activities that lead to major giving as to measure dollars in the door.”
wealthengine.com | Page 33
Evaluating Major Gift Activities
Stage of Prospect Development
Prospect Manager Discovery Cultivation Solicitation Stewardship Total
Jocelyn 27 56 33 36 152
Sarah 16 42 4 3 65
Total 43 98 37 39 217
Percent in Stage 20% 45% 17% 18% 100%
“Depending on your stage of campaign, seniority of gift officers, and age of major gift program, you may want to manage the prospect pipeline by emphasizing movement from cultivation into solicitation, or increased activity qualifying new prospects.”
Are your portfolio’s balanced?
wealthengine.com | Page 34
Common Major Gift Officer Performance Metrics
Number of Personal Visits
For Full-time MGO: 100-150
Percentage of Unique Visits
50% to 75% depending on stages of portfolio
Proposals Submitted
15 to 25, varies by wealth of portfolio
Number of Gifts Closed
5 to 20, roughly 30% to 60% of asks
Amount of Gifts Closed
60% to 85% of “ask” or solicitation
Assists Provides incentive for teamwork and discourages hoarding and poaching of prospects
ROI Dollars raised/costs of fundraising (including salaries)
wealthengine.com | Page 35
Major Gift Metrics and Benchmarks
MetricStandard Benchmarks* Organization Benchmarks
Low High Example Your Historic Your GoalPortfolio Size 100 200 150
% in Discovery 10% 30% 18%
% in Cultivation 30% 60% 40%
% in Solicitation 20% 30% 25%
% in Stewardship 10% 20% 17%
# of Solicitations per Year 38
% of Solicitations Closing per Year 33% 66% 50%
# of Solicitations Closing per Year 19
Time to Close a Major Gift 12 months 30 months
% of Ask Received 60% 85%
# of Research Rated Leads per Gift 30
# of Prospects in Discovery per Gift 6
# of Prospects in Cultivation per Gift 3
Percentages and values will vary by organization depending on maturity of program, stage of campaign, geographic region, wealth profile of constituency, level of affinity of constituency and many other factors. Benchmarks should be used with caution, and it is always best to benchmark against your historic results
*Benchmarks were obtained from a literature review and represent our best estimates from internal and external sources.
wealthengine.com | Page 37
Gift Levels
Number of Gifts Needed
Dollars Needed
Per Level
Cumulative Total
Needed
Cumulative Total
Received
CumulativePercent Received
$ Value of Proposals Submitted
Pipeline Expected
Yield (40%)
$ Value of Proposals Planned
(1-3 months)
Future Pipeline Expected
Yield (20%)
Total Expected Pipeline
$400,000 1 $400,000 $400,000 $500,000 25% $0 $0 $0 $0 $0
$200,000 1 $200,000 $600,000 $700,000 35% $0 $0 $0 $0 $0
$100,000 2 $200,000 $800,000 $800,000 40% $200,000 $80,000 $0 $0 $80,000
$50,000 3 $150,000 $950,000 $850,000 43% $50,000 $20,000 $50,000 $10,000 $110,000
$30,000 3 $90,000 $1,040,000 $910,000 46% $30,000 $12,000 $30,000 $6,000 $128,000
$20,000 10 $200,000 $1,240,000 $1,070,000 54% $20,000 $8,000 $20,000 $4,000 $140,000
$15,000 12 $180,000 $1,420,000 $1,160,000 58% $45,000 $18,000 $15,000 $3,000 $161,000
$10,000 15 $150,000 $1,570,000 $1,210,000 61% $60,000 $24,000 $10,000 $2,000 $187,000
$5,000 20 $100,000 $1,670,000 $1,230,000 62% $20,000 $8,000 $30,000 $6,000 $201,000
$3,000 30 $90,000 $1,760,000 $1,242,000 62% $3,000 $1,200 $75,000 $15,000 $217,200
$2,000 40 $80,000 $1,840,000 $1,274,000 64% $12,000 $4,800 $36,000 $7,200 $229,200
$1,000 50 $50,000 $1,890,000 $1,299,000 65% $10,000 $4,000 $15,000 $3,000 $236,200
Varies Many $110,000 $2,000,000 $1,333,000 67% $0 $0 $76,000 $15,200 $251,400
Campaign Pipeline Report
wealthengine.com | Page 38
Gift Levels
Number of Gifts Needed
Dollars Needed
Per Level
Cumulative Total
Needed
Cumulative Total
Received
CumulativePercent Received
$ Value of Proposals Submitted
Pipeline Expected
Yield (40%)
$ Value of Proposals Planned
(1-3 months)
Future Pipeline Expected
Yield (20%)
Total Expected Pipeline
$400,000 1 $400,000 $400,000 $500,000 25% $0 $0 $0 $0 $0
$200,000 1 $200,000 $600,000 $700,000 35% $0 $0 $0 $0 $0
$100,000 2 $200,000 $800,000 $800,000 40% $200,000 $80,000 $0 $0 $80,000
$50,000 3 $150,000 $950,000 $850,000 43% $50,000 $20,000 $50,000 $10,000 $110,000
$30,000 3 $90,000 $1,040,000 $910,000 46% $30,000 $12,000 $30,000 $6,000 $128,000
$20,000 10 $200,000 $1,240,000 $1,070,000 54% $20,000 $8,000 $20,000 $4,000 $140,000
$15,000 12 $180,000 $1,420,000 $1,160,000 58% $45,000 $18,000 $15,000 $3,000 $161,000
$10,000 15 $150,000 $1,570,000 $1,210,000 61% $60,000 $24,000 $10,000 $2,000 $187,000
$5,000 20 $100,000 $1,670,000 $1,230,000 62% $20,000 $8,000 $30,000 $6,000 $201,000
$3,000 30 $90,000 $1,760,000 $1,242,000 62% $3,000 $1,200 $75,000 $15,000 $217,200
$2,000 40 $80,000 $1,840,000 $1,274,000 64% $12,000 $4,800 $36,000 $7,200 $229,200
$1,000 50 $50,000 $1,890,000 $1,299,000 65% $10,000 $4,000 $15,000 $3,000 $236,200
Varies Many $110,000 $2,000,000 $1,333,000 67% $0 $0 $76,000 $15,200 $251,400
Campaign Pipeline Report
wealthengine.com | Page 39
Gift Levels
Number of Gifts Needed
Dollars Needed
Per Level
Cumulative Total
Needed
Cumulative Total
Received
CumulativePercent Received
$ Value of Proposals Submitted
Pipeline Expected
Yield (40%)
$ Value of Proposals Planned
(1-3 months)
Future Pipeline Expected
Yield (20%)
Total Expected Pipeline
$400,000 1 $400,000 $400,000 $500,000 25% $0 $0 $0 $0 $0
$200,000 1 $200,000 $600,000 $700,000 35% $0 $0 $0 $0 $0
$100,000 2 $200,000 $800,000 $800,000 40% $200,000 $80,000 $0 $0 $80,000
$50,000 3 $150,000 $950,000 $850,000 43% $50,000 $20,000 $50,000 $10,000 $110,000
$30,000 3 $90,000 $1,040,000 $910,000 46% $30,000 $12,000 $30,000 $6,000 $128,000
$20,000 10 $200,000 $1,240,000 $1,070,000 54% $20,000 $8,000 $20,000 $4,000 $140,000
$15,000 12 $180,000 $1,420,000 $1,160,000 58% $45,000 $18,000 $15,000 $3,000 $161,000
$10,000 15 $150,000 $1,570,000 $1,210,000 61% $60,000 $24,000 $10,000 $2,000 $187,000
$5,000 20 $100,000 $1,670,000 $1,230,000 62% $20,000 $8,000 $30,000 $6,000 $201,000
$3,000 30 $90,000 $1,760,000 $1,242,000 62% $3,000 $1,200 $75,000 $15,000 $217,200
$2,000 40 $80,000 $1,840,000 $1,274,000 64% $12,000 $4,800 $36,000 $7,200 $229,200
$1,000 50 $50,000 $1,890,000 $1,299,000 65% $10,000 $4,000 $15,000 $3,000 $236,200
Varies Many $110,000 $2,000,000 $1,333,000 67% $0 $0 $76,000 $15,200 $251,400
Campaign Pipeline Report
wealthengine.com | Page 40
Campaign Pipeline Analysis
Year One Year Two Year ThreeStudy & Planning Phase Quiet Phase Public Phase 9-12 Months 12-15 Months 6-12 Months
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
$2,000,000
Pipeline + ReceiptsReceipts
Pipeline
Goal
wealthengine.com | Page 43
Which Has More Impact?
2007 2008 2009 2010 20110%
2%
4%
6%
8%
10%
12%
14%
16%% of donors renewing after 1st gift
Year% of donors
renewing after 1st gift
2007 14%
2008 13%
2009 11%
2010 12%
2011 10%
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
If you are demonstrating a trend, use a graph
Year
wealthengine.com | Page 44
Which Has More Impact?
Funding by Constituency
Board 17%
Volunteers 20%
Members 15%
Service Recipients 19%
Event Particpants 4%
Friends 25%
17%
20%
15%
19%
4%
25%
Funding by ConstituencyBoardVolunteersMembersService RecipientsEvent ParticpantsFriends
Funding by Constituency
If you are demonstrating parts of a whole, use a pie chart
wealthengine.com | Page 45
Which Has More Impact?
Ability
Affi
nit
y
317 Major Gift
Prospects
962 High Touch
Cultivation
Prospects
1500 Annual Giving
Prospects
2500 Do Not Solicit
Segments Number
Low Affinity/Low Capacity
2,500
High Affinity/Low Capacity
1,500
Low Affinity/High Capacity
962
High Affinity/High Capacity
317
If you are showing information in two dimensions, use a matrix
wealthengine.com | Page 46
Which Has More Impact?
Key:
Touch Point
Identification
Touch Point
Touch Point
Touch Point
Touch Point
Touch Point
Touch Point
Touch Point
2009 2010 2011Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Meeting 2Attend Event
Identification
Meeting 3Meet
Leadership
Meeting 4Discuss Gift
Option
Meeting 6Gift Closed
Meeting 5Present Proposal
Avg # of touch points = 6
Avg face-to-face contacts = 6
Avg time to close a gift= 36 mos
Average time from Identification to closed gift: 36 months Average number of face to face contacts: 6Average number of touch points (non-substantive contacts): 8
If you are showing information in time, use a timeline
wealthengine.com | Page 47
Presenting Information Visually
When working in Excel™, take the next step to explore chartsIn PowerPoint™, use Smart Art optionsWhen explaining a process, use a flow chartWhen explaining a trend, use a graphWhen comparing categories, use a bar chartWhen explaining history, use a timelineWhen explaining progress in a project, use a Gantt Chart
“How you present information can be as important as what you present.”
wealthengine.com | Page 48
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