FundSvcs Community

What wealth screening services can you recommend? We currently use iWaves and have used WealthEngine in the past. Karen L. Wilmoth '83 Director of Development Halliehurst, 2nd Floor 100 Campus Drive Elkins, WV 26241 (304) 637-1374 www.dewv.edu<http://www.dewv.edu/> [D&E_linear_logo_rgb] Our mission: To prepare and inspire students for success and for thoughtful engagement in the world.

We use DonorSearch, and are bringing on Windfall as a supplement to avoid over-reliance on real estate. Jon Jon W. Garrow Director of Prospect Development Office of Development Montefiore Health System Albert Einstein College of Medicine 718.430.2564 office jon.garrow@einstein.yu.edu From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Wilmoth, Karen Sent: Monday, March 25, 2019 13:38 To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Wealth Screening What wealth screening services can you recommend? We currently use iWaves and have used WealthEngine in the past. Karen L. Wilmoth '83 Director of Development Halliehurst, 2nd Floor 100 Campus Drive Elkins, WV 26241 (304) 637-1374 www.dewv.edu<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.dewv.edu%2F&data=02%7C01%7Cjon.garrow%40EINSTEIN.YU.EDU%7Cf5580d6a8fe84fdc66b808d6b1489ac5%7C04c70eb48f2648079934e02e89266ad0%7C1%7C0%7C636891322724370866&sdata=Lnpsiz7ua3yp7C%2FcQwipqwWzkfT3hfIZjK5kOXQrJ9A%3D&reserved=0> [D&E_linear_logo_rgb] Our mission: To prepare and inspire students for success and for thoughtful engagement in the world.