- Introduction
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Start here
- Register for Live Training
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Register for Live Training
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
Optimizing Fundraising Via WealthEngine and DonorTrends
This course explores how to activate and use the WealthEngine and DonorTrends integrations in EveryAction. Learn how to generate prospect data, apply insights from built-in tools, and use the Fundraising Optimization Guide to boost giving. Register to either watch a video, attend a live Q&A, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
Optimizing Fundraising Via WealthEngine and DonorTrends
This advanced training is designed to help admins unlock deeper fundraising potential by leveraging predictive analytics and wealth indicators. You’ll learn how to activate and use the WealthEngine and DonorTrends integrations to drive donor strategy and major gift pipelines.
What You’ll Learn in This Course
- How to enable and authenticate both WealthEngine and DonorTrends integrations
- How to generate and interpret prospect data
- Where to find built-in reports and tools to analyze giving capacity and likelihood
- How to use the Fundraising Optimization Guide to act on insights
- Best practices for implementing predictive data into fundraising strategy
- How to segment and prioritize donors based on giving potential
- Reporting tools to track progress and inform campaign decisions
By the end of this course, you’ll be ready to apply predictive insights that enhance outreach and grow major donor programs.
