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Discovering Donors: Prospecting with Salesforce + WealthEngine

By August 2, 2017

By: Wendy Buck, Marketing Manager, WealthEngine

Manage donorsFundraising is a critical function for your nonprofit to raise the resources you need to deliver impact in communities around the world. But identifying and cultivating the right donors can be a time consuming and tedious process, and your time is valuable. Many organizations have endless amounts of data but it is not always the data you need to accurately determine if an individual is the right prospect for your organization to target. Not to mention, the data you do have may be messy and difficult to analyze.

Instead of succumbing to the relentless fundraising treadmill that is not always reliable and can be very hit-or-miss, let technology work for you, instead of being a hinderance. Your constituent relationship management system (CRM), and the data within it, is one of your organization’s most valuable resources. Are you using it to your advantage in your prospecting efforts?

The Multiple Myeloma Research Foundation (MMRF) is one such organization taking advantage of the technology and integrations available to them. It uses Salesforce as its CRM and Partner and third-party application WealthEngine (WE) for wealth intelligence. WE wealth data integrates with MMRF’s Salesforce CRM so fundraisers can understand each donor or prospects’ giving capacity. By leveraging an integrated technology platform, staff are able to compile rich donor and prospect profiles without having to jump out to a different database. With a more streamlined process, staff have removed the guesswork and use the best available data to identify prospects.

To learn how MMRF is using Salesforce and WealthEngine to better drive its fundraising strategy join us for Discovering Donors: Prospecting with Salesforce + WealthEngine on Thursday, August 10th at 2:00PM EDT/ 11:00AM PDT.

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