What better time to begin using WealthEngine’s cutting-edge research tools than after completing an update of the contact information on your records through BCI AlumniLocators. Whether screening your donor database or building a quick profile on a few alums – WealthEngine delivers!

Fueled with the industry’s most comprehensive integration of wealth, business and philanthropic information, we focus intently on your specific circumstances to create a solution that fits your requirements and resources. Best of all, you only pay for what you need — at the time you need it! Your investment with WealthEngine is often paid for with the first major gift prospect found.

So find out for yourself, and take us for a test drive at no charge. You’ll experience the depth of WealthEngine’s data sources and learn how to channel the most relevant information into cost effective, decisive solutions with confidence.

• Donor screenings show you which donors and prospects you should target
• Web-based research center gives you the latest information on a donor, prospect, company or foundation
• More than 25 top sources of public data—real estate, philanthropy, stock ownership and hard assets
• Cutting edge technology in an easy-to-use platform
• Robust organization and foundation searches
• Handy reporting and history logs
• Quick links to your VIPs and adjustable giving capacity rating and scoring
• Customized solutions and pricing for every budget
• Donor management system (DMS) integration
• Experienced staff—the best and brightest in the market

Products & Services

As the largest and fastest growing company in the industry, WealthEngine offers research tools for institutions of all sizes:

FindWealth Online: A web-based marketing tool with immediate results on individuals, companies and foundations. With each search, more than 25 top databases are scanned for the latest information and then compiled into an easy to read, easy to print profile. You can access valuable hard asset information like real estate, pension and income, as well as biographical and philanthropic data. In addition, securities information through Wealth ID’s Pinpoint enables you to stay informed through Dialog NewsRoom, an email-based news alert service. You can also save results in your own online historical archive and create folders for special groups like prospects and donors. There's no wait; results are posted within seconds.

FindWealth Screening Services: Geared for small to large numbers of donor or prospect records. WealthEngine’s unique process, called Loop Analysis, runs your records through multiple data sources over and over again as each new piece of information is found, so no detail is missed. Once Loop Analysis is completed, we apply statistical models to calculate ratings and scoring. The result is clear, comprehensive information that you can take from desktop to donor meetings.

Each screening step as described below is customized to give you the flexibility to decide how much detail information is really needed:

Step 1: Basic — reviews all records to assign ratings for giving capacity, influence, inclination, direct marketing and planned giving. The results are often used to:

• Develop planned giving or direct marketing mailings. For example, after reviewing the initial screening of your entire database you can use the Basic Profile to identify your top ten-thousand Planned Giving prospects
• Develop an overall strategy to group donors into defined market segments

Step 2: Insight — provides more detail on giving capacity components and direct marketing scores. These profiles:

• Help you segment your file into Annual Fund upgrades and Most Promising Prospects (MPPs)
• Identify individuals with strong links to your organization and/or philanthropic inclination
• Search key words

Step 3: Beyond — comprehensive profiles for developing cultivation strategies. Also useful for determining “ask amounts” for your Major Gift prospects. The detailed profiles are essential to several major gift activities:

• Find links to similar charitable efforts
• Identify in-the-money stock options due to expire in 90 days
• Develop well planned ask strategies

WebConnect — link your FindWealth Screening results (provided in an Access Manager database) to your FindWealth Online Advanced Search Page. Your research is always seamless, fast and complete.

WebConnect for DMS — connect your donor management system (DMS) database to FindWealth Online for quick, current research.

Coming Soon! ProspectLink — application programming interface (API) that allows for hard asset data to be updated directly in the DMS database. You can refresh existing information or import and save new data.

WebExpress — offers ongoing screening services for companies with a regular influx of new prospects. Use WebExpress on a daily, weekly, monthly or quarterly basis.

FindWealth Online UK & FindWealth Screening UK — products specifically designed for research in the United Kingdom. With data sources exclusive to the UK, these tools are useful on international constituents.

Research Training & Support — tenured researchers provide training to you and your colleagues on how to increase the value of your prospect research efforts.

Top Data Sources

For a list of WealthEngine's data sources please click here:
http://www.wealthengine.com/pub/dataProviders.jsp.

Process

1) Contact BCI, Inc. at (800) 382-1735 or info@alumnilocators.com for more information about WealthEngine’s screening and online research tools. A sales representative will help you determine which screening products are right for you.

2) Try a free, two day trial of FindWealth Online. Training prior to the trial takes about 30 minutes and is conducted over the phone while at your computer.

3) Send in a test file for a FindWealth screening and review the results with a sales representative within two weeks.

4) Sign a contract for FindWealth screening services and schedule training for you and your staff. Training may be conducted in person or through the web. Subscriptions to FindWealth Online are generally offered on an annual basis with payment by credit card or invoice.

5) Integrate research findings into your donor management system.

6) Call WealthEngine experts for continued support, conferences and staff trainings.

The WealthEngine Difference

Unique, reliable information
Exclusive data, services and reports unavailable through other vendors
Customized results
Buy only what you need and nothing more
Immediate response
Advanced technology that doesn’t make you wait
Great training & customer support
We listen to you and focus on your needs...always

Company Background

WealthEngine.com’s roots date back to 1991, when its predecessor company-Prospects of Wealth & Resources (POW&R)-began to serve non-profit and financial organizations with a revolutionary wealth identification tool. In early 2000, the entire company was overhauled and products were redesigned to take advantage of new and promising research technologies.

Soon our internet-based research service, called WebService, was launched to provide the financial services and nonprofit sectors with immediate access to some of the most well-known publicly available databases. By late 2000, POW&R completed its transformation and began doing business as WealthEngine.com.

In 2005, WealthEngine extended its programs to the United Kingdom to create the first international research vehicle through its FindWealth Online UK and associated screening service products. WealthEngine also merged with a leading research company, Wealth ID (formerly a division of Thomson Financial), to become the largest provider of database/technology solutions to the financial industry. Today, WealthEngine offers the broadest range and highest quality of data sources, the strongest technology and the most experienced staff in the industry.

Why not give us a try today?