WealthEngine

My Profiles 10

• My Profiles section guide
• Working With Your Results in My Profiles
• Enhancements to WE Analyze
• My Profiles: Working with Results
• My Profiles: Managing Lists

View all 10

Exporting Your Results 4

• My Profiles: Exporting Your Results
• How To: Create Custom Export Template
• Restriction on Exporting Inner Circle & Major Donor Lists in My Profiles
• List of Export Templates

Donor Pyramid 2

• Nonprofit: Understanding Your Donor Pyramid
• How To: Build Donor Pyramid

WE Analyze 1

• WE Analyze

Utilizing the RFM Score 3

• What is RFM?
• How to Calculate the RFM Score
• The Giving vs Capacity Report