WealthEngine Integration Brings Powerful Donor Research Tool to EveryAction Users

January 22, 2018  |  EveryAction Team

At EveryAction, we know that major gifts officers and other development professionals need to have as much information as possible about their prospective donors in order to fine-tune their "fundraising asks."

With that in mind, we've built a powerful new integration with WealthEngine to provide nonprofit fundraising pros with that information, ultimately helping them raise more money.

What is WealthEngine?

WealthEngine is a powerful platform for donor prospecting that aggregates data from dozens of publicly available sources (such as real estate holdings, professional affiliations, income information, and records of other charitable gifts) to determine a donor's capacity to give.  This data can help a user determine the appropriate ask amount for major gift prospects and is being used increasingly for growing mid-level giving programs, too. It's a crucial tool for many nonprofit fundraisers, and we're excited to launch this new partnership with WealthEngine to directly sync donor data into EveryAction. 

The Integration

EveryAction users can now:

  • See essential wealth data directly in existing records in real-time
  • Access complete wealth profiles on all donors & prospects
  • Create reports and effectively segment audiences

Here's how WealthEngine data points, including cash on hand, total assets, net worth, estimated annual donations, and more, all appear within an individual's contact record:

Through a WealthEngine details page, the new integration also provides an in-depth look at even more valuable WE data within EveryAction: 

To get started, EveryAction users can get wealth information appended to contact records one by one, or select a batch and in seconds update a subset or their entire database:

“We’re so excited to bring the power of WealthEngine to EveryAction’s best-in-class nonprofit fundraising platform,” says Melissa Wyers, Executive Director of EveryAction. “With major gifts fundraising, direct marketing, and custom reporting features, EveryAction has quickly become the favorite new platform for development professionals, and we are confident this new partnership with WealthEngine will help EveryAction users raise more money.”

Interested in learning more about the new WealthEngine + EveryAction partnership? Email community@everyaction.com.