Greater Giving vs. WealthEngine

For our organization, Greater Giving is the best option because of the credit card swiping, the ease of the registration, and the tax receipts alone. I do wish that it would allow us to pass on the credit card fees to the purchaser, but for that reason, we don't use it for registration. For an organization NOT needing to swipe credit cards at the event for on-site purchases or using their tax receipt software, I do think that there are more affordable options.

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

• Payment Facilitation
• Ticket Puchasing
• Auction Coordination

Incentivized

• Donor contact info
• Confirm donor identity

Incentivized

• Reports have frequent glitches; especially when downloading large amounts of data (more than 500 records).
• Lacks data integration capabilities with other systems (Salesforce, Constant Contact, Zoho, etc.); I have found workarounds by uploading and downloading reports, but it really is a pain
• Customer Support is terrible! The online support is uncaring and completely incompetent. On the other hand, the phone support is really friendly and generally quite knowledgeable about the product and solutions.

• 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

Great for beginners. Easy to get up and running quickly. I did worry a bit about my end-users accidentally changing or deleting data.

Online support was one of the worst customer service experiences I've ever had (I would give them a 1). Phone support and implementation support were very nice and knowledgeable.

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've used this for years, and see no reason to explore others!

Incentivized

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

Incentivized

• The reporting improved our abilities to provide accurate information more timely to the finance department - a plus when completing the annual 990 or other information for our auditors.
• We saw an increase in collecting on pledges when we switched from a "text-to-give" platform (from another provider) to incorporating all event elements into Greater Giving. We were able to capture over 95% of gifts within 48 hours of the event compared to less than half that amount in previous years.
• The reports generated by Greater Giving are better received by our board of directors - easier to digest and provide meaningful analytics

Incentivized

• Depth of data
• Portfolio expansion

Incentivized