Get all the details on your donors! (A perfect wealth data tool)
January 14, 2019

Get all the details on your donors! (A perfect wealth data tool)

Edward Phillips | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with WealthEngine

We use WealthEngine as a tool to see the giving capacity of our donors. We use this information across the entire organization for interaction with donors. This has provided a solution to the problem of not knowing the capacity of our database of supporters.
  • WealthEngine has very detailed data to support its scoring for each donor. Some other similar tools don't provide this.
  • WealthEngine has a connection with Salesforce that is very helpful. It allows us to run reports on donors right in Salesforce and be able to run mass reports and save the data into each person's contact.
  • WealthEngine also has great prospecting tools. This is not something we have used in its full capacity but hope to this year!
  • 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.
  • WealthEngine was able to provide wealth information for all of our event attendees and allowed us to know which guests to target with more direct touch points at the event.
  • WealthEngine has allowed us to better asks for funds based on the donors' giving capacity, ultimately providing more money for our mission.
I did not look into any other options. I've always known WealthEngine to be the best so they were my first and only choice.
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.