Hi Suzanne,
We have used both WealthEngine and iWave Pro. We did integrate WealthEngine. We did that manually before the integration was available, and then we did the programmed integration.
Feel free to contact me offline. I think this is more of a phone conversation.
Very best,
Tony Exler Director of Data Standards Nashville Symphony Schermerhorn Symphony Center One Symphony Place Nashville, TN 37201-2031 T 615.687.6535 F 615.687.6403 texler@nashvillesymphony.org NashvilleSymphony.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Suzanne Weeldreyer Sent: Tuesday, August 22, 2017 9:22 AM To: Tony Exler <texler@nashvillesymphony.org> Subject: [Tessitura Development Forum] Wealth Screening Services
After getting excited about some of the integrated services for wealth screening at the conference, I'm wondering if anyone out there would be willing to share your experience with iWave or Wealth Engine? We're embarking on an anniversary campaign soon and will be doing our feasibility study beginning in the next two weeks. I'm particularly looking at whether getting a subscription and doing our own screening would be less expensive than doing so through our consultant and give us greater access to that data for longer. Thanks! Suzanne Weeldreyer Kalamazoo Symphony Orchestra
This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Which product – WE or iWave?
Suzanne Day Weeldreyer | VP of Development & Communications
Kalamazoo Symphony Orchestra
359 South Kalamazoo Mall, Suite 100
Kalamazoo, MI 49007
Phone (269) 349-7759 ext 211
Direct Line (269) 359-7004
Fax (269) 349-9229
sweeldreyer@kalamazoosymphony.com
www.kalamazoosymphony.com
Check out our website www.kalamazoosymphony.com
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brandi Sellers Sent: Thursday, August 24, 2017 11:00 AM To: Suzanne Weeldreyer <SWeeldreyer@kalamazoosymphony.com> Subject: Re: [Tessitura Development Forum] Wealth Screening Services
We subscribe to the Search program annually; the Development team uses it for any new prospects that get added to the pipeline.
We typically run a screening over a good size of our population every 18-24 months; I'm in process of doing that now. The integration with Tess is not difficult; if you have used the NCOA utility you will find it's similar in technical knowledge needed and effort.
We're actually in the process of integrating with DonorSearch, which didn't have a sponsor table this year, but is a fantastic product and finished their integration with Tessitura this spring. Prior to that, we used them for one-off searches online and were really pleased with the degree of detail.
We considered iWave and WealthEngine as well, but the biggest push to DonorSearch for us was the amount of Tessitura integration. As far as I've seen, it is the only product that integrates with T-Stats.
I can definitely update you on how the integration goes once completed!
Stephanie
Stephanie Venskoske
Manager, Prospect Management and Research
John G. Shedd Aquarium
1200 S. Lake Shore Drive
Chicago, IL 60605
p 312.692.2721
www.sheddaquarium.org
Suzanne,
I used iWave Pro at Tulsa Ballet and actually beta-tested their Tessitura integration for consortia back in January; happy to chat by email (bparker@tamc-tulsa.org) if you have further questions.
Thank you,
Brian
Thanks, Stephanie!
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stephanie Venskoske Sent: Tuesday, August 29, 2017 2:11 PM To: Suzanne Weeldreyer <SWeeldreyer@kalamazoosymphony.com> Subject: Re: [Tessitura Development Forum] Wealth Screening Services