Candid GuideStar vs. WealthEngine

It is just my go-to for any information I need on a potential client as I work in the non-profit consulting space and need to better understand my prospects. As a former nonprofit exec, I valued what we could share on the site as a gold seal for others to learn about our worthiness to invest.

Incentivized

WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.

Incentivized

• Identifying information from funder 990s
• Gives credence to transparency claims

Incentivized

• Donor contact info
• Confirm donor identity

Incentivized

• Most 990s are typically a few years behind.
• Organization profiles are only as complete as the organization makes them.

Incentivized

• WealthEngine is expensive for most nonprofits when looking at how to spend their money.
• WealthEngine seems to have a lot of turn over. Every time I email our account manager, they seem to have changed.
• WealthEngine can have glitches and does not work at times which is very frustrating.
• I would also like for WealthEngine to have better mobile service or an app.

Incentivized

Any support I've ever had to get from them was quick and professional. Their online guides/help docs are also easy to read.

Incentivized

The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.

Incentivized

I have always used Guidestar as my go-to not only when I was a non-profit executive and wanted to ensure we remained worthy of their rating but also now as a non-profit consultant where I need to understand my current and potential partners across financials, key contacts, board members, etc.

Incentivized

WealthEngine provides the same quality of data at a more affordable price point.

Incentivized

• More informed grant proposals.
• Able to easily and efficiently complete grant research.

Incentivized

• Depth of data
• Portfolio expansion

Incentivized