WealthEngine

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.

WealthEngine is a great tool to expand your current donor base. I use it to flesh out our CRM, building data connections to strengthen our portfolio. **All information NEEDS to be verified, as I have found incorrect "knowledge," but it does help your web grow and discover information that may not come forth in a typical donor touchpoint.

WealthEngine is well-suited for development professionals to use in their donor moves management planning, as well as to look up donor profiles of new donors, to analyze giving potential. I have also used it when a piece of mail is returned to see if I can find an updated address.

WealthEngine is for mid-size to large nonprofits -- providing a perfect tool for wealth data and prospecting. Smaller organizations with smaller amounts of donors or smaller budgets would not be able to justify the cost.