EverydayHero Pro (discontinued) vs. WealthEngine

The system is pretty well-suited to the purpose we use it for, where a group of individual volunteers are raising funds for a specific event campaign. We have only had 2 other users attempt to use it to raise funds in a true peer-to-peer manner, and neither was successful. It seems it is a little difficult and time-consuming for the end user to set up and share.

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

• Detailed reporting.
• Tracking by individual.
• Individual fundraising pages we can control.

Incentivized

• Donor contact info
• Confirm donor identity

Incentivized

• Setup is a bit complex.
• Fees are expensive.
• Tracking performance is limited to individuals, can't see the whole team without downloading all activity on the campaign.

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

I've not successfully accessed any support for this software, even from the invoicing team.

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

We have previously used Mobile Cause to manage this campaign, and while Mobile Cause is slow to pay and makes frequent accounting mistakes, the end user experience was better (according to the users) and it cost our organization less. However, everydayheroPro integrates with our Blackbaud software (sort of) and Mobile Cause did not.

Incentivized

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

Incentivized

• Allows us to manage this specific campaign fairly easily.
• Reporting is difficult to interpret.
• Cost is high.

Incentivized

• Depth of data
• Portfolio expansion

Incentivized