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Wealth Screening Services

Suzanne Weeldreyer
$organization
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
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  • $organization

    Thanks, Stephanie!

     

    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

     

    cid:image001.png@01D2E438.A1CB4340

     

    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

     

    Hi Suzanne, 

    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

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  • $organization

    Thanks, Stephanie!

     

    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

     

    cid:image001.png@01D2E438.A1CB4340

     

    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

     

    Hi Suzanne, 

    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

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