Templates
The Inner Circle feature is a complimentary WealthEngine service that shows connections between members of your Inner Circle, and the people you search for ...
Tue, 17 Sep, 2024 at 1:18 PM
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...
Tue, 28 Feb, 2023 at 6:43 AM