The Inner Circle feature is a complimentary WealthEngine service that shows connections between members of your Inner Circle, and the people you search for or screen in the Platform. Your Inner Circle is a list of people who are most committed to your organization’s missions and goals (those you would entrust with starting the conversation for a major solicitation), and typically includes such people as current or former board members, key volunteers, and dedicated top donors. Once you have decided who these people are, fill out the template and send it into us using the Batch Upload option under screening. Don't worry, this will not use up any of your credits!


Make sure to flag the Inner Circle members early to take the most advantage of this feature – connections do not show retro-actively on individuals you searched before you’ve set up your Inner Circle. This list is refreshed nightly, so it will be up and running the next day.



Scroll to the bottom of this article to download the template!




Input FieldIs it required?Notes
1Client UID

User Supplied ID

(DMS or Constituent Record ID)*

2Inner Circle
Required
Mark Y for everyone to add to your Inner Circle
3First Name
Required

4Middle Name


5Last Name
Required
6Address Line 1
Required
Street Address Line 1
7Address Line 2

Street Address Line 2
8Address Line 3

Street Address Line 3
9CityRequired
Primary Address City
10StateRequired
Primary Address State
11ZipcodeRequired
Primary Address Zip
12Zip+Four
Primary Address Zip+4
13Business Name



EXCEL_XInnerCircleTemplate.xlsx