Working from Home for WealthEngine Clients During Covid-19 Crisis

These are trying times. The Covid-19 Pandemic has altered our lives.  My hope is that you are taking every precaution to stay healthy and that you, your loved ones and colleagues are safe.

Nonprofit development professionals are transitioning from offices to working remotely as part of a global effort to flatten the curve and stop the spread of Covid-19.

I offer this post as a way to share resources, tips and ideas to help current WealthEngine clients leverage the powerful wealth intelligence tools that you can access from home. 

I will try to add actionable tips and resources to this blog over the coming days and hope that you will share your thoughts, tips, ideas, challenges and experiences through comments. To start this off, here are a few free resources that are included in your WE subscription. 

WE Knowledge Base. WE offer a terrific series of short training videos  and articles that provide self-guided training, on your schedule at your pace. You can access these resources by going to the WE Knowledge Base in your account. With the recent roll-out of WE9, our new platform, WE introduced “tags” to give you a powerful new tool to segment your best donors and prospects. The KB article on Nonprofit: Filters and Tags is a must read.

WE Weekly Training Courses. To keep up-to-speed, and learn new ways to leverage the power of our platform of our platform, WE offer a series of free group client courses. (click the link or search Help for WealthEngine Client Courses In WE9”). These courses are offered Monday through Friday. They are short and cover a range of topics. You can also sign up for a Q&A with the trainer after the session completes.

WE Webinars. WE also offer a series of online webinars and replay videos covering a variety of topics, like understanding ratings and scores, building a mid-level donor program and segmenting your results. To sign up, go to WE Webinars.

In addition to WE resources, I highly recommend that you join PRSPCT-L to learn more about the field wealth intelligence (prospect research, screening, prospecting, analytics and predictive modeling and much more). PRSPCT-L is a free list-serve sponsored by the Association of Professional Researchers for Advancement (APRA).  Thousands of professional prospect researchers share knowledge, resources and respond to each other’s’ questions about prospect research and other facets of wealth intelligence.

Above all, stay safe! – Dave Chase, CEO of Chase Solutions Inc. and WealthEngine Partner (email Dave).