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 ...
Thu, 27 Oct, 2022 at 7:35 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...
Tue, 28 Feb, 2023 at 6:43 AM