How automatic wealth insights power a small team to do more
There are nine folks in the advancement office at Wilkes University. Which means there are nine full plates and dozens of hats. Budgets are tight,
The Stock Market, Net Worth, and Prospect Development During COVID-19
Our Q&A series continued with a live discussion on how a falling stock market impacts wealthy households and what prospect development and research can do
EverTrue & Windfall Partnership: We’ll show you your best affluent prospects
We’re announcing a partnership and dropping net worth calculations into TrueView profiles along with a ton of capacity indicators and donor interests, helping you put
New Goodies for TrueView Profiles (the First and Only Continually Updated Constituent Record) and Changes to Career Insights in EverTrue
This past summer, we introduced TrueView — the advancement industry’s first continually updated profile. We take your carefully curated constituent data and add a steady
