Likelihood to Recommend Well suited for organizations with large fundraising programs or many recurring donors, especially those who have the staffing to devote to reporting and fundraising data analysis. Variety of payment options is good for mobile-first or younger audiences who may be taking more frequent advantage of payment methods like Venmo and Apple Pay. Most useful if it is used in tandem as an event registration/event hosting platform (Classy Event Registration or Classy Live) as attendee data and fundraising is kept in a single place. Less appropriate for smaller organizations, or folks that will not be doing crowdfunding/peer-to-peer/events. There are other platforms that do standard donation pages well that have fewer bells and whistles but are accordingly cheaper.
Read full review 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.
Read full review Pros The Classy platform is easy to use, both for the staff and our volunteer fundraisers It's easy to build a great looking fundraising page Classy support (particularly chat and phone) are attentive and responsive. Every one there is smart and nice! Read full review Donor contact info Confirm donor identity Read full review Cons Campaigns lack customization options which can be limiting- while you can add code to make some changes, there is a basic framework that you can't always override. Slow to roll out some donor payment options like Venmo. Not inexpensive price point and on an annual contract, so the software is definitely an investment. Read full review 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. Read full review Usability VERY easy to use, but lacks flexibility. But very easy to learn and master, even for someone with technical skills. They offer live chat which is a great help for on-demand support. At higher call volumes, you may wait 10 minutes, but I’ve never waited for more than that and the support if 90% of the time very helpful.
Read full review Support Rating Classy's team was very helpful as we transitioned over, and helped us get everything set up quite easily. The few times we've had issues or questions, their online chat feature has been a quick way to get answers. On Giving Tuesday last year, the site went down, but Classy was quick with communication to its clients and had the problem resolved in about an hour. I know that if we have any problems or questions, the company and its team will be responsive and helpful. That makes a difference to me and our small team. We don't have time to troubleshoot or stay on hold for a long time waiting for support.
Read full review 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.
Read full review Alternatives Considered I have not used any other platforms like Classy. Given I came into this organization after Classy was already chosen, I was pleased with how easy it was to learn the platform and how user-friendly the entire thing is. Although I haven't used any other platforms like it, I would highly recommend it.
Read full review WealthEngine provides the same quality of data at a more affordable price point.
Read full review Return on Investment This has been nothing but positive. We use the basic version so there is no fee associated with it other than a percentage of each transaction. So everything that comes in is added revenue where the only investment is staff time, but there is no monetary investment. Read full review Depth of data Portfolio expansion Read full review ScreenShots