DonorSearch vs. WealthEngine

When doing research, it's been very helpful to see real estate ownership along with SEC holdings in one spot which has been helpful in leads. However, with the real estate, at times it doesn't match the names on the property records which adds an additional step on my end to complete

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

• Broad inclusion of information
• Prior giving records
• Address information

• Donor contact info
• Confirm donor identity

Incentivized

• Too many names included even when the correct address has been provided for the initial query
• Not providing total clarity about DonorSearch specific definitions
• Providing too much info from low-quality profiles

• 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

Very clean interface and easy to navigate based on labeling. Also, the onboarding process is very easy to follow and understand! DonorSearch also does weekly webinars that help and are insightful when looking to learn new things about the system

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

DonorSearch was the first product we onboarded for our donor research and haven't left them because of the success we have had with them so far!

Incentivized

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

Incentivized

• There has not been a negative impact
• We have been able to get a jumpstart on many leads
• We are able to see whose giving aligns with our organization

• Depth of data
• Portfolio expansion

Incentivized