Templates

Nonprofit: Inner Circle Template
The Inner Circle feature is a complimentary WealthEngine service that shows connections between members of your Inner Circle, and the people you search for ...
Sat, 3 Aug, 2019 at 8:17 PM
Nonprofit: Major Donor Template
Your Major Donor List is a feature that allows you to flag the individuals who give at the major gift threshold for your organization. While this is typical...
Sat, 3 Aug, 2019 at 8:16 PM