WealthEngine Reviews and Ratings

WealthEngine has been widely used by users to research new donors and donor prospects, providing them with valuable insights into their net worth, propensity to give, philanthropy, and affiliations. Users have found it particularly helpful to flag high-capacity prospects attending shows at their theatre with a simple search, as well as find new addresses for patrons who have moved without notifying them. The software is commonly utilized for screening, segmenting, and identifying potential donors or upgrading opportunities for existing donors. It has also proven effective in feasibility studies and ask setting for mass appeals. Users integrate WealthEngine into their development database to identify single ticket buyers with considerable capacity who can now utilize their donor's lounge and other services. Additionally, the software enables users to determine the value of prospective clients/donors, making their outreach more efficient and effective.

One of the standout features of WealthEngine that users appreciate is the RealQuest Property Search feature. While some users feel that it may not be the best in the market, they have still found it to be particularly useful. By leveraging this feature, users are able to strengthen prospect pipelines, improving their nonprofit investor prospects and setting higher fundraising goals. Moreover, WealthEngine allows users to delve into the interests, net worth, real estate value, and family connections of potential donors, providing a better idea of who to pursue and who may not be interested. When coupled with foundation and corporate connections, WealthEngine gives users a complete and clear picture of a person's giving inclination and capacity.

Users have also found value in looking at the financial stability of individuals and how it factors into their work. The software provides valuable information about charitable giving, allowing users to pull data for their prospects. This helps in segmenting data into powerful groups, such as sending targeted communications to people over 70 or searching for families with specific characteristics. WealthEngine also enables users to research prospects in real-time, providing thorough public information and more data than other applications.

The email feature of the software has been extremely helpful for users to follow up with contacts after sending packages through mail and to find email addresses of C-executives. Understanding the giving patterns of prospects before reaching out has given users peace of mind and confidence in engaging them in conversations.

WealthEngine's versatility extends beyond nonprofit organizations. Schools have utilized it for wealth screening, admissions, and fundraising purposes. The software has helped schools target donors with higher giving ability and allocate resources more wisely. It has also been effective in identifying viable prospects and people with aligned affinity. WealthEngine allows users to look at political donations, donations to institutions, and other factors to develop profiles of potential donors, helping them identify new donors. By using WealthEngine's research, users have often discovered previously unrealized wealth and can ask for larger gift amounts. The software has also been used to evaluate prospects' capacity to give significantly and segment constituents for different appeals.

WealthEngine has helped in qualifying prospective donors for larger asks and provides a better understanding of donors' motivations and effective budgeting of time. It has saved time for researchers and provided a starting point to examine a large list of names. The software has also been helpful in finding prospects near nonprofits and identifying people with similar affinities and giving capacity. WealthEngine has been a valuable tool for organizations looking to find people to reach out to for donations or target customers interested in supporting their company.

In the education sector, WealthEngine has helped institutions identify alumni with the most capacity to make an impact. The software has made strategic planning easier and assisted in identifying the right prospects, accessing a collection of information that enables effective strategizing for fundraising campaigns. It has also helped in finding new prospects for capital projects and screening potential board members. Users have been able to create targeted strategies and purposeful outreach using WealthEngine, instead of blindly targeting potential donors.

The software has helped prioritize major gift suspects for outreach and allows for strategic segmentation of donor lists. With WealthEngine's instant qualification of prospects, users save valuable time. Additionally, users have found WealthEngine to be a valuable tool for validating purchasing power and determining the appropriate level of products or services to offer based on the net worth of prospects.

WealthEngine provides a convenient snapshot view of prospects, allowing users to quickly prioritize them based on their capacity for giving or engagement. The software has also helped users find new addresses, which is particularly useful for organizations like hospitals or foundations that need to evaluate patients for outreach and prospecting purposes. It is commonly used to create profiles for alumni, providing information on their giving capacities, stock information, and charitable giving history.

By identifying donors with significant giving potential, WealthEngine has helped users save time by allowing them to focus their attention on specific donors. The software has enabled users to screen donors and assess their giving potential, helping to prioritize relationships and increase revenue. It has been beneficial for customer database management, assisting in research and providing insights into prospects' interests and capacity to contribute.

WealthEngine has proven to be a helpful tool for building donor pools and donor research departments, streamlining and organizing the research process. The software has also aided in feeding annual giving prospects to gift officers and facilitated targeted direct mailings based on analysis and ratings from WealthEngine.

Integrating WealthEngine with Salesforce has allowed users to access comprehensive information about prospective, current, and past donors, including their potential ability to give, click rates, campaign influence, etc. This integration provides greater information about donors and alumni, improving knowledge and insight for organizations. The software has been effective in streamlining moves management strategies and increasing annual fund donations with easy-to-run wealth screenings.

WealthEngine has been utilized for donor prospect research, donor cultivation strategies, and decision-making in donor moves management tracking. Users have often referred to WealthEngine to gain a complete picture of a donor's giving potential when looking at their profile. The software has been used for prospect research, portfolio development, and building affiliations and relationships within CRM systems. It has served as a valuable tool for verifying donor information and potential, providing a spark of knowledge or confirming established donor details.

Overall, WealthEngine is a versatile tool that offers a wide range of use cases for various industries such as nonprofits, schools, and businesses. It empowers organizations to identify high-potential donors, research prospects in real-time, prioritize outreach efforts, validate purchasing power, and streamline fundraising campaigns. With its comprehensive data insights and user-friendly features, WealthEngine supports organizations in effectively engaging their target audience and maximizing their fundraising potential.