Checklist

Nonprofit: 10-Minute Quick Start Video
Sat, 3 Aug, 2019 at 8:10 PM
Nonprofit: Getting Started Checklist
Now that it’s time to get started, you want to make the most of your investment! That means that the set up you do prior to working in the WE Platform is cr...
Fri, 17 Jan, 2020 at 12:59 PM
Nonprofit: WealthEngine Client Courses
These group training courses, delivered via webinar, are provided to clients at no charge as part of a subscription to the WealthEngine Platform. Each sessi...
Wed, 1 Jul, 2020 at 2:41 PM
Nonprofit: The Inner Circle
When it comes to cultivating potential donors, sometimes the toughest step is just getting in the door! Wealthy people especially are being solicited from a...
Thu, 19 Mar, 2020 at 12:54 PM
Nonprofit: Major Donor List
The Major Donor feature cross references the members of your list against the people you are researching and flags those who are a part of your major donor ...
Thu, 19 Mar, 2020 at 12:52 PM