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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:
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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.
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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.
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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.
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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.
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