WealthEngine and Heller Consulting Release New Paper on Integrating Wealth Data

BETHESDA, Md., Aug. 30, 2011 /PRNewswire/ -- WealthEngine, Inc.™, the leading provider of sophisticated prospect research tools and analytics, and Heller Consulting, a leading consulting firm that helps nonprofit organizations streamline their operations and maximize their use of software for fundraising and mission management, announced today at salesforce.com's Dreamforce 2011 event the release of a new white paper entitled Integrating Wealth Data into Your Donor Management System for Better Fundraising Results. WealthEngine and Heller Consulting have teamed up to develop this paper, which reviews the fundraising benefits and key factors for nonprofit organizations to consider when integrating wealth data into their donor management system (DMS) or constituent relationship management (CRM) system.

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"Time and again, our clients have seen the benefits of integrating the results of their WealthEngine screening into their DMS or CRM," explains Tony Glowacki, President and CEO of WealthEngine. "Not only does it allow for broader access to data across various departments within the organization, it gives them a true 360-degree view of their constituents. This leads to better segmentation and tracking of prospects, and allows the development team to focus each and every fundraising 'touch' in the most efficient and effective way possible."

Through client case studies and best practice guidelines, the paper offers insight into the key factors to consider when planning and executing a DMS/CRM integration, including the level and complexity of integration that is needed, the need to validate data, and the steps and timeframe for implementing the integration. The paper also provides a step-by-step guide for building a successful integration plan, which is useful for organizations looking to optimize their data management processes and use of technology.

"The process of planning and executing a data integration can be daunting to even the largest of organizations. But as with any major initiative, having a well-thought-out plan is crucial to success," explains Keith Heller, Principal of Heller Consulting. "By investing the time and resources in the initial planning process and by fostering open collaboration between the nonprofit's development and IT departments, organizations can get the most out of their investments in technology and data, and are better positioned to achieve their fundraising goals."

Through papers like this, WealthEngine and Heller Consulting demonstrate their commitment to knowledge sharing among nonprofit professionals in an effort to help organizations become more successful in meeting their mission-based goals. Over 20 years, WealthEngine has built a strong reputation as the leading provider of prospect research tools and screening services that have helped clients collectively raise billions in funds. More than 3,000 organizations rely on WealthEngine to identify and cultivate their best donors and prospects. Since 1996, Heller Consulting has helped nonprofits streamline their operations and maximize their use of software for fundraising and mission management. They have worked with more than 800 nonprofits to achieve the goals of more effective fundraising and more efficient program management.

To download a copy of the report, please visit: http://info.wealthengine.com/integrating-wealth-data-wp.html.

On Wednesday, September 21, 2011 at 1:00pm Eastern, Elizabeth Schiffmann of WealthEngine and Keith Heller of Heller Consulting will host a webinar to discuss the key concepts outlined in the paper. To register for this free webinar, please visit: http://info.wealthengine.com/integrating-wealth-data.html.  

About WealthEngine

WealthEngine, Inc.™ is a leading provider of sophisticated wealth identification and prospect research analytics to nonprofit organizations, hospitals, institutions of higher education, financial services and luxury goods firms. More than 3,000 clients use WealthEngine's products for comprehensive prospect research on individuals, companies and foundations. Headquartered in Bethesda, MD, WealthEngine offers products in both the United States and the United Kingdom. For more information, visit www.wealthengine.com.

About Heller Consulting

Heller Consulting helps nonprofits streamline their operations and maximize their use of software for fundraising and mission management. The company specializes in software selection, implementation, optimization and training for products from Blackbaud, salesforce.com and Convio. With offices in San Francisco, Chicago and New York, the Heller Consulting team has helped hundreds of nonprofits nationwide. www.teamheller.com

SOURCE WealthEngine, Inc.