FundSvcs Community

We are looking for recommendations for a wealth screening service provider. We have used Wealth Engine in the past and at one point in the past, a predecessor had used iwave. I welcome any feedback from listserve members out there with recommendations from wealth screening service providers you have used. Any and all suggestions are welcome! Nancy Nancy L. G. Lippincott Development Coordinator Meadowbrook School Weston, MA (w) 781-314-9284 (m) 978-407-6009 (f) 781-894-0557 nlippincott@meadowbrook-ma.org

thanks, Melissa - you are the second respondent to recommend DonorSearch - I need to look into them! Nancy Nancy L. G. Lippincott Development Coordinator (w) 781-314-9284 (m) 978-407-6009 (f) 781-894-0557 nlippincott@meadowbrook-ma.org On Thu, Jan 17, 2019 at 8:56 AM Melissa E. Wohlstein < wohlsteinme@hollins.edu> wrote: > Good morning Nancy, > > We have moved to Donor Search. > > > > Melissa > > > > Melissa E. Wohlstein > > Associate Vice President for Development | Hollins University > > > > *From:* Advancement Services Discussion List [mailto: > FUNDSVCS@LISTSERV.FUNDSVCS.ORG] *On Behalf Of *Nancy Lippincott > *Sent:* Thursday, January 17, 2019 8:33 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] wealth screening services - recommendations, anyone? > > > > We are looking for recommendations for a wealth screening service > provider. We have used Wealth Engine in the past and at one point in the > past, a predecessor had used iwave. I welcome any feedback from listserve > members out there with recommendations from wealth screening service > providers you have used. > > > > Any and all suggestions are welcome! > > > > Nancy > > Nancy L. G. Lippincott > > Development Coordinator > > Meadowbrook School > > Weston, MA > > (w) 781-314-9284 > > (m) 978-407-6009 > > (f) 781-894-0557 > > nlippincott@meadowbrook-ma.org >

thanks for yet another vote on DonorSearch - they are far and away the favorite! Nancy Nancy L. G. Lippincott Development Coordinator (w) 781-314-9284 (m) 978-407-6009 (f) 781-894-0557 nlippincott@meadowbrook-ma.org On Thu, Jan 17, 2019 at 10:10 AM Holdsworth, Madeleine < MHoldsworth@erikson.edu> wrote: > I concur – DonorSearch. > > > > > > > > > > *Madeleine M. Holdsworth* > > Associate Director, Data Systems and Donor Services > > Institutional Advancement > > O: 312.893.7114 > > > > *Erikson Institute* > > 451 North LaSalle Street > Chicago, Illinois 60654-4510 > > www.erikson.edu > > > > [image: cid:image001.png@01D36853.3B05B380] > > > > [image: Env1] > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Nancy Lippincott > *Sent:* Thursday, January 17, 2019 7:57 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] wealth screening services - recommendations, > anyone? > > > > thanks, Melissa - you are the second respondent to recommend DonorSearch - > I need to look into them! > > > > Nancy > > Nancy L. G. Lippincott > > Development Coordinator > > (w) 781-314-9284 > > (m) 978-407-6009 > > (f) 781-894-0557 > > nlippincott@meadowbrook-ma.org > > > > > > On Thu, Jan 17, 2019 at 8:56 AM Melissa E. Wohlstein < > wohlsteinme@hollins.edu> wrote: > > Good morning Nancy, > > We have moved to Donor Search. > > > > Melissa > > > > Melissa E. Wohlstein > > Associate Vice President for Development | Hollins University > > > > *From:* Advancement Services Discussion List [mailto: > FUNDSVCS@LISTSERV.FUNDSVCS.ORG] *On Behalf Of *Nancy Lippincott > *Sent:* Thursday, January 17, 2019 8:33 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] wealth screening services - recommendations, anyone? > > > > We are looking for recommendations for a wealth screening service > provider. We have used Wealth Engine in the past and at one point in the > past, a predecessor had used iwave. I welcome any feedback from listserve > members out there with recommendations from wealth screening service > providers you have used. > > > > Any and all suggestions are welcome! > > > > Nancy > > Nancy L. G. Lippincott > > Development Coordinator > > Meadowbrook School > > Weston, MA > > (w) 781-314-9284 > > (m) 978-407-6009 > > (f) 781-894-0557 > > nlippincott@meadowbrook-ma.org > >

Good morning Nancy, We have moved to Donor Search. Melissa Melissa E. Wohlstein Associate Vice President for Development | Hollins University From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Nancy Lippincott Sent: Thursday, January 17, 2019 8:33 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] wealth screening services - recommendations, anyone? We are looking for recommendations for a wealth screening service provider. We have used Wealth Engine in the past and at one point in the past, a predecessor had used iwave. I welcome any feedback from listserve members out there with recommendations from wealth screening service providers you have used. Any and all suggestions are welcome! Nancy Nancy L. G. Lippincott Development Coordinator Meadowbrook School Weston, MA (w) 781-314-9284 (m) 978-407-6009 (f) 781-894-0557 nlippincott@meadowbrook-ma.org <mailto:nlippincott@meadowbrook-ma.org>

I concur – DonorSearch. Madeleine M. Holdsworth Associate Director, Data Systems and Donor Services Institutional Advancement O: 312.893.7114 Erikson Institute 451 North LaSalle Street Chicago, Illinois 60654-4510 www.erikson.edu<http://www.erikson.edu/> [cid:image001.png@01D36853.3B05B380] [Env1] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Nancy Lippincott Sent: Thursday, January 17, 2019 7:57 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] wealth screening services - recommendations, anyone? thanks, Melissa - you are the second respondent to recommend DonorSearch - I need to look into them! Nancy Nancy L. G. Lippincott Development Coordinator (w) 781-314-9284 (m) 978-407-6009 (f) 781-894-0557 nlippincott@meadowbrook-ma.org<mailto:nlippincott@meadowbrook-ma.org> On Thu, Jan 17, 2019 at 8:56 AM Melissa E. Wohlstein <wohlsteinme@hollins.edu<mailto:wohlsteinme@hollins.edu>> wrote: Good morning Nancy, We have moved to Donor Search. Melissa Melissa E. Wohlstein Associate Vice President for Development | Hollins University From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>] On Behalf Of Nancy Lippincott Sent: Thursday, January 17, 2019 8:33 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] wealth screening services - recommendations, anyone? We are looking for recommendations for a wealth screening service provider. We have used Wealth Engine in the past and at one point in the past, a predecessor had used iwave. I welcome any feedback from listserve members out there with recommendations from wealth screening service providers you have used. Any and all suggestions are welcome! Nancy Nancy L. G. Lippincott Development Coordinator Meadowbrook School Weston, MA (w) 781-314-9284 (m) 978-407-6009 (f) 781-894-0557 nlippincott@meadowbrook-ma.org <mailto:nlippincott@meadowbrook-ma.org>