Give WealthEngine’s Data Mining a Try! WealthEngine understands that choosing a data mining service is a critical decision for any organization. We want to provide you with the most information possible to make you comfortable (and successful) with your efforts. Accordingly, we will conduct a representative test at no charge to determine what type of results you can expect to receive if you choose WealthEngine services. Please note that all input data and results are confidential and are not used for any other purpose.

We recommend creating a representative test file of about 500 records. The records should be selected so the results of the test can be projected through the balance of the file. One method is to select everyone from your file whose first name begins with the same letter. For example select all the first names that begin with "B"s or all the "W"s. Some software applications also have a random record generator that will work as well. Please note that all input data and results are confidential and are not used for any other purpose. The process is as follows:

1. Input file - Produce a formatted file of your constituents that includes as many of the search and recommended fields below. Separate fields containing first name, last name, street address, city, state and zip is the minimum amount of information needed to review a record. The rest of the fields listed below are truly optional, however their presence will enhance the search process and hasten the use of the final results. We encourage you to provide at least some of the other fields if practical. Excel, ACCESS, Oracle, DBF, comma delimited and fixed length files are all acceptable file delivery formats.
2. Inner Circle File - If you would like WealthEngine to explore potential board connections between your "go to" people (current and previous board members, top donors, key volunteers, etc.) and your other constituents, please include a second file. Inner Circle (IC) records should be included in a separately labeled file in a format similar to the input file.
3. The file(s) should be sent to your sales contact and batch@wealthengine.com via email. FTP, diskette or CD are also options. If your software creates a control layout report, please include that as well.
4. We will data mine the file and return your results using the ACCESS Manager.

Potential Search Fields:
Primary Individual - First Name
Primary Individual - Middle Initial
Primary Individual - Last Name
Primary Individual - Telephone
Primary Individual - Age or date of birth
Primary Address - Home Street Address
Primary Address - Home City
Primary Address - Home State
Primary Address - Home Zip Code
Primary Individual - Business name
Primary Individual - Business Telephone
Secondary Individual - First Name (spouse)
Secondary Individual - Middle Initial (spouse)
Secondary Individual - Last Name (spouse)

Additional Recommended Fields:*
Constituent ID/Account Number
Total Giving Dollars (used in rating)
Total Number of Gifts (used in rating)
Last Gift Amount
Last Gift Date
First Gift Date
Highest Gift Amount
Highest Gift Date
Relationship (board, volunteer, etc.)
Staff Assignment
Internal Rating
Salutation or title (Mr., Mrs., etc.)
Secondary Individual - Business name
Secondary Individual - Business telephone

* For education clients, we suggest that you include relationship information (parent, grandparent, alum), graduation class year, degrees, majors, and interests.

In a test environment, any printed results of the test file will be delivered to the client. Please note that the Access Manager software will not be delivered as part of the test procedure.