Audience
Nonprofit fundraisers
About WealthEngine
The WealthEngine Platform leads the market in delivering the best wealth intelligence and prospect research. When you’re using The WealthEngine Platform, you’re finally getting the insights you need to find, understand and engage wealthy prospects.
Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API. Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more – right from your CRM.
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GivingDNA
All-in-one fundraising analytics, data visualization, and wealth screening tool. Gain insights, understand your donors, and get results. External data alone doesn’t tell the complete story of wealth and propensity. We blend your constituent and giving file with our 3rd-party data to show your donors' full giving potential. Easily identify donors who are primed for next-level engagement with your organization. No one wants an impersonal or irrelevant experience. Your donors are no exception. Easy reporting saves you time and instantly uncovers opportunities & challenges. GivingDNA optimizes your portfolio so you can exceed your fundraising goals early. Refresh your file monthly and breathe new life into your prospect list. Stop wasting time and money with one-size-fits-all campaigns that resonate with only a few. GivingDNA is your personal data analyst that helps your team make informed decisions and exceed your fundraising goals.
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Blackbaud CRM
Blackbaud CRM™ provides comprehensive customer relationship management for large to enterprise-level nonprofits. Blackbaud CRM combines unmatched nonprofit expertise with industry-leading fundraising and customer relationship management software tools, integrated analytics, multichannel marketing, and data mining services to help large nonprofits build stronger and more productive relationships. Blackbaud CRM combines Blackbaud’s unmatched fundraising expertise with a complete nonprofit CRM software solution to empower your fundraising programs to grow. Overcome your most challenging communication and fundraising strategies through an integrated approach to online giving, peer-to-peer fundraising, multichannel marketing, database segmentation, and web design. Eliminate the guesswork by surfacing key insights such as wealth capacity and philanthropic giving trends with Blackbaud CRM's native prospect research solution — ResearchPoint™.
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Bloomerang CRM
Bloomerang CRM helps you raise more by turning donor data into deeper relationships and smarter strategies. With a complete 360º view of every supporter, this intuitive solution makes it easy to identify top prospects, personalize outreach, and retain more donors—without the complexity of disconnected tools or messy spreadsheets.
Engagement and Generosity Scores, real-time dashboards, and powerful mobile access help you see who’s ready to give and when to reach out—so you can fundraise with confidence. From first-time donors to lifelong champions, every interaction is an opportunity to inspire greater generosity.
As part of the Bloomerang Giving Platform, Bloomerang CRM connects seamlessly with your fundraising, volunteer, and stewardship tools—giving your entire team a single, unified view of donor relationships.
Whether you’re planning a campaign, segmenting your list, or building your year-end appeal, Bloomerang CRM helps you move faster, raise smarter, and grow stronger.
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Wealth-X Professional
Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on high net worth (HNW) and ultra-high net worth (UHNW) individuals. With hundreds of thousands of records, Wealth-X Professional is the ultimate resource for financial institutions, not-for-profit organizations, educational institutions, and luxury brands seeking to engage the world’s ultra-affluent. Connecting with the ultra-wealthy and cultivating new clients is about building trust by understanding their needs, wants, and desires. Engaging with this group means gaining insight through in-depth research and hand-curated intelligence. Utilize Wealth-X Professional to search for new prospective clients and donors based on criteria most relevant to your organization’s specific needs, or by identifying connections of your current relationships. Wealth-X Screening unlocks the potential in your customer or prospect data.
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Company Information
WealthEngine
Founded: 2000
United States
www.wealthengine.com
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WealthEngine Product Features
Lead Management
Lead Scoring
Lead Segmentation
Prospecting Tools
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Pipeline Management
Source Tracking
