WealthEngine

Checklist 5

• Quick Start Video
• Getting Started Checklist
• The Inner Circle
• Major Donor List
• Uploading Records for Inner Circle (IC) & Major Donor (MD) flagging

Your Account 3

• My Account
• Usage Limits
• Manage Account

Setting Up Your Users 3

• Adding Users How-To
• Customizing Users
• Updating-Replacing email address

Templates 1

• Nonprofit: Major Donor Template

Integrations 17

• Partner Integrations
• How to generate an API key?
• Salesforce Install Guide
• DonorDirect WealthEngine Integration Setup
• Salesforce User Guide

View all 17

Resources 4

• Resources for Getting Started
• Top Questions from New Clients
• Questions?
• WealthEngine Terms of Use