Using Wealth Intelligence for Year-End Fundraising

Original Broadcast Date: Wednesday, May 10, 2017

With the end of the fiscal year approaching, now is the time to gauge how your university is tracking against your fundraising goals and plan for any last appeals to boost funding. Do you have the right tools in place to set you up for success?

WealthEngine can help you move the needle in your fundraising. Join us for a conversation with Oakland University to hear how they use analytics and wealth intelligence as part of their fundraising strategy.

They will share:

  • What solutions they are using
  • How they have incorporated WE solutions into their day-to-day work
  • Which departments are involved and how they use the tools
  • Success stories and ROI

We will also unveil our end-of-fiscal-year promotions WealthEngine is running.


  • Alison Gaudreau, Campaign Director, Oakland University
  • Linda Garrison, CFRE, Senior Consultant, WealthEngine
  • Jamie Laydon, Enterprise Account Executive, WealthEngine