Templates

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 ...
Wed, 18 May, 2022 at 5:46 AM
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