Join Us

OCTOBER 14-15, 2020

Virtual Event for Clients & Partners

Growing the Pyramid

raise More Spend Less

Virtual Event for Clients & Partners
Growing the Pyramid

Watch the Replay

WE Prosper Summit 2020

Join us at this Exclusive Invitation Only Event

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Listen to leaders, experts, and your peers virtually as they discuss the latest trends and best practices in finding high-potential donors in today's COVID economy.

Welcome to WE Prosper 2020

PV Bóccasam, CEO, WealthEngine

Welcome to WE Prosper 2020

The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom Line

Eliza Mountcastle Shah, Chief Executive Officer, Lifter Leadership

The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom Line

Best Practices for Copywriting During COVID

Tom Ahern, President, Ahern Communications, Ink

Best Practices for Copywriting During COVID

Market Potential Reports for Donor Segmentation

Anna Sheehan, Senior Client Engagement Manager, WealthEngine

Market Potential Reports for Donor Segmentation

Demystifying Predictive Modeling for Fundraising

Eric White, Senior Principal Consultant, WealthEngine

Demystifying Predictive Modeling for Fundraising

The State of Charitable Giving in the USA, 2020

Amir Pasic, Dean, IUPUI Lilly Family School of Philanthropy

The State of Charitable Giving in the USA, 2020

Using WE Insights for Donor Cultivation and Expansion

Akshatha Ramanathan, Head of Customer Analytics, WealthEngine

Using WE Insights for Donor Cultivation and Expansion

How to Track Down New and Lapsed Donors in a Mountain of Data

Michelle Tilton, VP of Marketing, Infutor

How to Track Down New and Lapsed Donors in a Mountain of Data

Product Demo: Creative Ways Fundraisers Are Using WE to Generate Millions

Katerina Lauer, VP of Renewal Sales, WealthEngine

Product Demo: Creative Ways Fundraisers Are Using WE to Generate Millions

Roundtables Discussions

Roundtables Discussions

Higher Education: The University of Arkansas,

Healthcare: Sinai Health Systems and Northern Nevada HOPES

Advocacy: Bread for the City Susan Lane, Mercy for Animals, UW Broward County, Preemptive Love Coalition, and Convergent Nonprofit Solutions

What We Learned From Selling $100 Million in Software to Nonprofits

Adam Tiberian, VP of Enterprise Sales, WealthEngine

What We Learned From Selling $100 Million in Software to Nonprofits

WealthEngine Innovation and Product Roadmap

PV Bóccasam, CEO, Elizabeth Schiffmann Orzechowski, VP of Product Management, WealthEngine

WealthEngine Innovation and Product Roadmap

Creating the Mindset Shift that Opens the Door to Raising Millions

Jill L Barrett, CEO, Evolve and Executive Director, The Lever Fund

Creating the Mindset Shift that Opens the Door to Raising Millions

Non-obvious Trends in Fundraising

Rohit Bhargava, Founder & Chief Trend Curator, Non-Obvious Company

Non-obvious Trends in Fundraising

Leading through Change with Agile Fundraising

Jarrett OBrien, Non Profit Cloud Product Marketing Director, Salesforce

Leading through Change with Agile Fundraising

Is Adopting a Customer Data Platform (CDP) the Right Move for Your Nonprofit?

David Raab, Founder, CDP Institute

Is Adopting a Customer Data Platform (CDP) the Right Move for Your Nonprofit?

Amazon (AWS) Programs for Nonprofits and NGOs

Rob Gleave, Senior Manager, Solution Architecture for Nonprofits, Amazon Web Services (AWS)

Amazon (AWS) Programs for Nonprofits and NGOs

Donor Retention: What to Do During the Rest of 2020

Donor Retention: What to Do During the Rest of 2020

Bailey Benzlé, Director of Sales Enablement, Omatic & Stu Manewith, Director of Thought Leadership, Omatic

Getting WealthEngine Data Inside Salesforce

Getting WealthEngine Data Inside Salesforce

Claire Logue, WealthEngine

Smart Engagement: Grow Despite Being Short on Time, Money or Staff

Smart Engagement: Grow Despite Being Short on Time, Money or Staff

Blake Groves, VP of Product and Partnerships, Salsa Labs

Key Takeaways & Customer Awards

PV Bóccasam, CEO, WealthEngine

Key Takeaways & Customer Awards

 Welcome to WE Prosper 2020

PV Bóccasam, CEO, WealthEngine

Welcome to WE Prosper 2020

 The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom Line

Eliza Mountcastle Shah, Chief Executive Officer, Lifter Leadership

The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom Line

 Best Practices for Copywriting During COVID

Tom Ahern, President, Ahern Communications, Ink

Best Practices for Copywriting During COVID

 Market Potential Reports for Donor Segmentation

Anna Sheehan, Senior Client Engagement Manager, WealthEngine

Market Potential Reports for Donor Segmentation

 Demystifying Predictive Modeling for Fundraising

Eric White, Senior Principal Consultant, WealthEngine

Demystifying Predictive Modeling for Fundraising

 The State of Charitable Giving in the USA, 2020

Amir Pasic, Dean, IUPUI Lilly Family School of Philanthropy

The State of Charitable Giving in the USA, 2020

 Using WE Insights for Donor Cultivation and Expansion

Akshatha Ramanathan, Head of Customer Analytics, WealthEngine

Using WE Insights for Donor Cultivation and Expansion

 How to Track Down New and Lapsed Donors in a Mountain of Data

Michelle Tilton, VP of Marketing, Infutor

How to Track Down New and Lapsed Donors in a Mountain of Data

 Product Demo: Creative Ways Fundraisers Are Using WE to Generate Millions

Katerina Lauer, VP of Renewal Sales, WealthEngine

Product Demo: Creative Ways Fundraisers Are Using WE to Generate Millions

 Roundtables Discussions

Roundtables Discussions

Higher Education: The University of Arkansas,

Healthcare: Sinai Health Systems and Northern Nevada HOPES

Advocacy: Bread for the City Susan Lane, Mercy for Animals, UW Broward County, Preemptive Love Coalition, and Convergent Nonprofit Solutions

MEET THE Speakers

Amir Pasic, Dean, IUPUI Lilly Family School of Philanthropy

Rohit Bhargava, Founder & Chief Trend Curator, Non-Obvious Company

Jill L Barrett, CEO, Evolve and Executive Director, The Lever Fund

Michelle Tilton, VP of Marketing, Infutor

Eric White, Senior Principal Consultant, WealthEngine

Tom Ahern, President, Ahern Communications, Ink

Eliza Mountcastle Shah, Chief Executive Officer, Lifter Leadership

PV Bóccasam, CEO, WealthEngine

Elizabeth Schiffmann Orzechowski, VP of Product Management, WealthEngine

Raj Khera, EVP and Chief Marketing Officer, WealthEngine

Katerina Lauer, VP of Renewal Sales, WealthEngine

David Raab, Founder, CDP Institute

Adam Tiberian, VP of Enterprise Sales, WealthEngine

Anna Sheehan, Senior Client Engagement Manager, WealthEngine

Akshatha Ramanathan, Head of Customer Analytics, WealthEngine

Rob Gleave, Senior Manager, Solution Architecture for Nonprofits, Amazon Web Services (AWS)

Jarrett OBrien, Non Profit Cloud Product Marketing Director, Salesforce

“I took away practical ideas for how to increase giving from our donor advised funds

“The keynote speakers were excellent!

“This summit was a unique opportunity for private & nonprofit sectors to interact”

“The content was energizing & highly relevant

“The WE Prosper Summit was very well rounded on the utility of WealthEngine & relevance to the various contributors”

Almost every speaker had one point that I could apply to my NGO”

raise More Spend Less

OCTOBER 14-15, 2020
Virtual Event for Clients & Partners
Growing the Pyramid

Register Free Today

Space is Limited

WealthEngine is excited to announce the WE Prosper Summit for Nonprofits will take place virtually on October 14-15, 2020.

Join experts, thought-leaders, and peers at this invitation-only event for nonprofit leaders as we examine the latest trends in data-driven prospecting and share best practice on driving wealth aware campaigns.

We are excited to showcase the amazing work our customers and partners have done as they execute highly effective wealth-aware campaigns. Stay tuned for how to learn about best practices deployed by thought leaders from leading nonprofits and brands across industry sectors.

Registration is complimentary and invite-only. Attendees must be at a director level and above. 

Listen to leaders, experts, and your peers virtually as they discuss the latest trends and best practices in finding high-potential donors in today's COVID economy.

We’re making our 3rd Annual WE Prosper Summit completely free to attend. Tell your colleagues. Space is limited so register today. Sessions run from 12:00 noon to 4:00 pm Eastern time both days. Here’s a sampling of what’s on deck:
  • State of Giving in the USA in 2020Amir Pasic, Dean of the Lily School of Philanthropy, Indiana University
  • Non-Obvious Trends in FundraisingRohit Bhargava, Author of #1 Wallstreet Bestseller: Non-Obvious Megatrends
  • Best Practices for Copywriting During COVIDTom Ahern, Nonprofit Copywriting Expert, Ahern Donor Communications
  • How to Track Down New and Lapsed Donors in a Mountain of DataMichelle Tilton, VP Marketing, Infutor
  • Creating the Mindset Shift that Opens the Door to Raising MillionsJill L Barrett, CEO, Evolve and Executive Director, The Lever Fund
  • The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom LineEliza Mountcastle Shah, Chief Executive Officer, Lifter Leadership
  • Demystifying Predictive Analytics and Modeling for FundraisingEric White, Senior Consultant, WealthEngine
  • Peer Roundtablesyou and your peers. Learn, share, engage!
  • Much more
Raise More. Spend Less. Register for the 2020 WE Prosper Summit today!

Schedule

Day 1 October 14th

Welcome to WE Prosper 2020

PV Bóccasam, CEO, WealthEngine

Welcome to WE Prosper 2020

The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom Line

Eliza Mountcastle Shah, Chief Executive Officer, Lifter Leadership

The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom Line

Best Practices for Copywriting During COVID

Tom Ahern, President, Ahern Communications, Ink

Best Practices for Copywriting During COVID

Market Potential Reports for Donor Segmentation

Anna Sheehan, Senior Client Engagement Manager, WealthEngine

Market Potential Reports for Donor Segmentation

Demystifying Predictive Modeling for Fundraising

Eric White, Senior Principal Consultant, WealthEngine

Demystifying Predictive Modeling for Fundraising

The State of Charitable Giving in the USA, 2020

Amir Pasic, Dean, IUPUI Lilly Family School of Philanthropy

The State of Charitable Giving in the USA, 2020

Using WE Insights for Donor Cultivation and Expansion

Akshatha Ramanathan, Head of Customer Analytics, WealthEngine

Using WE Insights for Donor Cultivation and Expansion

How to Track Down New and Lapsed Donors in a Mountain of Data

Michelle Tilton, VP of Marketing, Infutor

How to Track Down New and Lapsed Donors in a Mountain of Data

Product Demo: Creative Ways Fundraisers Are Using WE to Generate Millions

Katerina Lauer, VP of Renewal Sales, WealthEngine

Product Demo: Creative Ways Fundraisers Are Using WE to Generate Millions

Roundtables Discussions

Roundtables Discussions

Higher Education: The University of Arkansas,

Healthcare: Sinai Health Systems and Northern Nevada HOPES

Advocacy: Bread for the City Susan Lane, Mercy for Animals, UW Broward County, Preemptive Love Coalition, and Convergent Nonprofit Solutions

Day 2 October 15th

What We Learned From Selling $100 Million in Software to Nonprofits

Adam Tiberian, VP of Enterprise Sales, WealthEngine

What We Learned From Selling $100 Million in Software to Nonprofits

WealthEngine Innovation and Product Roadmap

PV Bóccasam, CEO, Elizabeth Schiffmann Orzechowski, VP of Product Management, WealthEngine

WealthEngine Innovation and Product Roadmap

Creating the Mindset Shift that Opens the Door to Raising Millions

Jill L Barrett, CEO, Evolve and Executive Director, The Lever Fund

Creating the Mindset Shift that Opens the Door to Raising Millions

Non-obvious Trends in Fundraising

Rohit Bhargava, Founder & Chief Trend Curator, Non-Obvious Company

Non-obvious Trends in Fundraising

Leading through Change with Agile Fundraising

Jarrett OBrien, Non Profit Cloud Product Marketing Director, Salesforce

Leading through Change with Agile Fundraising

Is Adopting a Customer Data Platform (CDP) the Right Move for Your Nonprofit?

David Raab, Founder, CDP Institute

Is Adopting a Customer Data Platform (CDP) the Right Move for Your Nonprofit?

Amazon (AWS) Programs for Nonprofits and NGOs

Rob Gleave, Senior Manager, Solution Architecture for Nonprofits, Amazon Web Services (AWS)

Amazon (AWS) Programs for Nonprofits and NGOs

Donor Retention: What to Do During the Rest of 2020

Donor Retention: What to Do During the Rest of 2020

Bailey Benzlé, Director of Sales Enablement, Omatic & Stu Manewith, Director of Thought Leadership, Omatic

Getting WealthEngine Data Inside Salesforce

Getting WealthEngine Data Inside Salesforce

Claire Logue, WealthEngine

Smart Engagement: Grow Despite Being Short on Time, Money or Staff

Smart Engagement: Grow Despite Being Short on Time, Money or Staff

Blake Groves, VP of Product and Partnerships, Salsa Labs

Key Takeaways & Customer Awards

PV Bóccasam, CEO, WealthEngine

Key Takeaways & Customer Awards

 Welcome to WE Prosper 2020

PV Bóccasam, CEO, WealthEngine

Welcome to WE Prosper 2020

 The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom Line

Eliza Mountcastle Shah, Chief Executive Officer, Lifter Leadership

The Anatomy of Gratitude: From the Front Lines of Service Through the Bottom Line

 Best Practices for Copywriting During COVID

Tom Ahern, President, Ahern Communications, Ink

Best Practices for Copywriting During COVID

 Market Potential Reports for Donor Segmentation

Anna Sheehan, Senior Client Engagement Manager, WealthEngine

Market Potential Reports for Donor Segmentation

 Demystifying Predictive Modeling for Fundraising

Eric White, Senior Principal Consultant, WealthEngine

Demystifying Predictive Modeling for Fundraising

 The State of Charitable Giving in the USA, 2020

Amir Pasic, Dean, IUPUI Lilly Family School of Philanthropy

The State of Charitable Giving in the USA, 2020

 Using WE Insights for Donor Cultivation and Expansion

Akshatha Ramanathan, Head of Customer Analytics, WealthEngine

Using WE Insights for Donor Cultivation and Expansion

 How to Track Down New and Lapsed Donors in a Mountain of Data

Michelle Tilton, VP of Marketing, Infutor

How to Track Down New and Lapsed Donors in a Mountain of Data

 Product Demo: Creative Ways Fundraisers Are Using WE to Generate Millions

Katerina Lauer, VP of Renewal Sales, WealthEngine

Product Demo: Creative Ways Fundraisers Are Using WE to Generate Millions

 Roundtables Discussions

Roundtables Discussions

Higher Education: The University of Arkansas,

Healthcare: Sinai Health Systems and Northern Nevada HOPES

Advocacy: Bread for the City Susan Lane, Mercy for Animals, UW Broward County, Preemptive Love Coalition, and Convergent Nonprofit Solutions