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Integrating Wealth Data into Your Donor Management System for Better Fundraising Results

Understanding your donors better and identifying new prospects helps you to build a stronger fundraising program. Integrating wealth data into your donor management system (DMS) or constituent relationship management (CRM) system is the key to enhancing data-driven workflows and data access, and gives team members across your organization more insight on your donors and prospects.

Developed by WealthEngine and Heller Consulting, this white paper explores the benefits, considerations and challenges of DMS/CRM integration and offers real-world examples and best practices to ensure a successful integration.