WealthEngine WE Prosper Summit 2019

2019 Replay

WealthEngine’s 2nd Annual WE Prosper Summit took place at the Newseum in Washington, DC on October 1, 2019.

This event brought thought leaders and industry experts together to discuss this year’s theme of The Power of Personalized Engagement.

With over 170 attendees from non-profit organizations, higher education, healthcare, financial institutions, and more, this event brought together a diverse range of executives and directors to examine the latest trends and share best practices on driving wealth-aware campaigns. 

Relive the magic of WE Prosper Summit 2019 by watching our session recaps and gain insight on the key takeaways of each speaker by reading our blog content.

WATCH Welcome

Watch WealthEngine’s very own CEO, PV Boccasam, set the tone for WE Prosper by going over his own business philosophy and explaining the importance of wealth insights.

WATCH Key Takeaways

Don’t have time to watch every session? Listen to WealthEngine’s CEO, PV Boccasam, cover the key takeaways of WE Prosper and how they tie back into The Power of Personalized Engagement.

WATCH General Sessions

Building Distinctive & Authentic Strategies in the Era of Data Abundance

Tom Monahan, Founder & Managing Partner, Norton Street Capital

Best Practices to Strength Your Fundraising Cycle

Moderator: Joanna Miller, Client Engagement Manager, WealthEngine

Patricia Eisner, Director of Development Two Rivers Public Charter Schools, former CDO Malala Fund
Brodie Remington, Principal, Remington Philanthropy Associates

Mary Beth Nibley, Director, Development Research & Prospect Management, University of Maryland

Making it Personal

Bob Ghafouri, Senior Managing Director & Founder, Accenture Bloom

Using Storytelling to Personalize Your Message & Grow Donors

Jay Scott, Executive Director, Alex’s Lemonade Stand

Being Practical About AI For Marketers & Fundraisers

Jim Manzi, Co-Founder & Managing Partner, Foundry.ai

Elevating Client Led Innovation with a Human Touch

Chady AlAhmar, SVP, Strategy & Analytics, U.S. Bank Wealth Management

The First Rule for Righteous Entrepreneurs

Mike Curtin, CEO, DC Central Kitchen

Serving Today’s High End Net Worth Donor

Jim Lintott, Chairman & Co-founder, Sterling Foundation Management, LLC

How to Utilize & Target Donor Advised Fund Givers for Fundraising

Amy Pirozzolo, Head of Marketing, Fidelity Charitable

The Digital Wave & Values-Based Business

Pat McQueen, SVP, Distribution Readiness, Salesforce.org

The State of Charitable Giving in the United States

Rick Dunham, Chair of the Board, Giving USA Foundation

Awards Ceremony

PV Bóccasam, CEO, WealthEngine

Elizabeth Schiffmann Orzechowski, VP of Product Management, WealthEngine

Blogs

How to Personalize Engagement: 10 Key Takeaways From WE Prosper Summit 2019

The power of personalized engagement is undeniable. WealthEngine’s WE Prosper Summit 2019 brought together...Read More →

Data Strategy Best Practices to Drive Value & Personalization

Data is everywhere. We all have to deal with it, irrespective of our industry or sector. Every customer or donor transaction...Read More →

Retail Marketing: Using Technology to Drive Personalization at Scale

We’ve heard that personalization should be at the core of retail marketing strategy. Does this mean that you send...Read More →

Nonprofit Storytelling: 4 Ways to Deepen Engagement

In most (if not all) nonprofits, there is a greater emphasis on personalization. With the emergence of new technologies...Read More →

10 Email Marketing Elements to Test Using Artificial Intelligence

Artificial Intelligence or AI is everywhere. But, are there practical applications of AI that can benefit your organization?...Read More →

Delivering Innovation by Balancing Technology with the Human Touch

Personalization is at the tip of every fundraiser and marketer’s tongue. Achieving personalization in your...Read More →

DC Central Kitchen: 3 Key Qualities That Engage Donors

We are constantly moving, changing, and In 2017, Mike Curtin ideated 8 rules for righteous entrepreneurs. These rules act...Read More →

6 Questions High Net Worth Donors Ask Before Donating

Want to capture donations from billionaires and other High Net Worth Donors? Be ready with thoughtful answers to these...Read More →

5 Best Practices Nonprofits Can Use to Get Donor-Advised Funds

Donor-Advised Funds (DAFs) may seem out of reach, but reports show that they are growing at a rapid rate. Furthermore...Read More →

The Impact of Social Values on Business: 3 Key Changes

We are constantly moving, changing, and progressing. Today, we are in the midst of a 4th industrial revolution. One of data...Read More →

The State of Charitable Giving in America: 3 Key Trends

The state of charitable giving in the United States is shifting. As time goes on, there seems to be a decline in charitable giving...Read More →

Photos