WealthEngine - Bethesda, Maryland

Geoff C. (.

My experience with Wealth Engine is all positive. In fact, I wouldn't manage a comprehensive development/fundraising program without it. And it seems to be getting bigger and smarter all the time. I used to screen and qualify major donor prospects using WE, but I find my team using it to screen more and more visitors (from ticket buyers to other constituents) and we're find a lot more capacity than we knew existed from the folks who use our services. I like that its approachable interface. I am not a skilled database person, but I use WE almost daily.

Holly L.

I use WealthEngine daily. Initially, I looked up individuals, but with the robust Modelling and Analysis tools now available with WE9, I am able to not only group current donors by interest/homeownership/philanthropy (and many other categories), but I can also define exactly which criteria I wish to use to find new prospects, and I can model that definition on the donor information my company has already found success with. These tools allow me to spend less time researching, and more time reaching out to prospective donors.

Customer Services at WealthEngine is top notch. Their chat service is great for quick questions, and all the staff have been extremely responsive to me and to my coworkers.

Travis C.

WealthEngine is an incredibly helpful tool for us to prospect, research, and qualify potential donors, as well as maintain updated data on our existing donors. WealthEngine is very intuitive, easy to navigate, and the data available is robust. The Salesforce integration is a great add-on for any development team using Salesforce. Highly recommended for non-profits looking to leverage data to know more about their donors and expand their donor base.

Colleen W.

I have used WealthEngine for just over a year now in my current role and could not be happier! The new donor pyramid feature makes strategic planning a breeze and the Salesforce integration allows me to keep all donor and prospect information in one place. Best of all, they have plans to meet the needs of a non-profit of any size!

Eric H.

I use WealthEngine every week to help non-profits find the right donors. The software is easy to use and the data gives everyone confidence to ask strategically. I've renewed my contract twice and the product just keeps getting better!

Casey B.

I work with non-profit clients who land on the full range of "fundraising sophistication". We have found that serving these clients with one-off research as well as complete screening of an entire database is simple and effective. The results our clients have seen in leveraging the wealth and giving inclination information in their solicitation strategy is of highest return on investment.

Rae B.

WealthEngine has been so helpful in numerous account issues brought on with the transition of roles within my office. Our contacts in support at WealthEngine have been prompt in responding to our needs and have been professional and friendly, even when our questions are the dumb ones.

Brooke ?. B. B.

Wealth Engine is an amazing resource for every development professional. It is an essential tool for basic to complex research. Everyone should subscribe so they can best serve their organization and its supporters.