Windfall Reviews & Product Details

I am grateful for the wealth screening data points Windfall provides for our donor pool. I've come to rely very heavily on the set of fields we've opted to pull in on our donor contact records in Salesforce. It is very helpful to be able to identify prospects because they've generated this wealth screening information. It allows our development team to determine what group of people to focus on for tailored stewardship and engagement opportunities. We also really enjoy working with McCurdy and Lauren who are both warm, kind and extremely knowledgeable in the fundraising space and help us get the most out of our Windfall integration that we intend to use indefinitely! Review collected by and hosted on G2.com.

I don't dislike anything about Windfall, but wish that it could include age of our donors. Review collected by and hosted on G2.com.

My organization has used Windfall for about 7 months, and this product has been extremely helpful for us as we look to navigate the most ideal donor prospects. Their initial onboarding was very straighforwad and implementing their product was very easy. Because of their services, we have been able to identify individuals that would otherwise slip under our radar. We frequently use Windfall in all of our reporting. It has helped provide us a more complete picture of what our population really looks like, and where to find them. The customer service has been superb as well! Seth is always available to quickly answer questions, and always guides us on the correct path. I highly recommend their services to any organization that is looking to boost their prospect pool and find high-quality donors. Review collected by and hosted on G2.com.

At this moment in time, I truly havent found any reason to dislike windfall. Review collected by and hosted on G2.com.

In addition to providing net worth, it provides numerous key datapoints such as political party affiliation, if they have a trust, have experienced a wealth event, etc. In addition it has LinkedIn built in which provides employer information and a link to their individual LinkedIn profile (other companies sell that as a standalone product!). It als integrates with our Salesforce database which enables us to combine it with reports and assists with segmenting our mass emails. Review collected by and hosted on G2.com.

Would be nice if it provided a target ask range. Though some of the other vendors I've experienced who have this it isn't all that accurate anyways. Review collected by and hosted on G2.com.

Windfall is a powerful wealth screening tool that provides accurate, real-time data to help identify high-potential donors. Its insights go beyond raw numbers, offering a deeper understanding of wealth capacity. The platform is user-friendly, with an intuitive interface and strong customer support. Windfall remains an essential asset for data-driven fundraising. I highly recommend it to development professionals looking to enhance donor engagement and strategy. Review collected by and hosted on G2.com.

Windfall does not provide data on individuals with a net worth below one million dollars, which could limit some insights. Review collected by and hosted on G2.com.

We've had a positive experience of Windfall integrating with our existing platforms, which resulted in information and access to some high capacity donors for our campaign Review collected by and hosted on G2.com.

It's not a plug and play product. We've had to have many conversations within our team and with the product team to refine exactly what we're looking for. However, customer support has been outstanding and worked with us to find our answers. Review collected by and hosted on G2.com.

I love that the wealth screening and reporting is linked bi-directionally with our CRM (NeonOne). Being able to combine the data between Neon and Windfall into a single report provides great visibility into who realistically could give more. The NAICS interests of those in our database (identified through Windfall) also gives us insight into how to better target marketing and social media campaigns.

The fact that we can have the data automatically updated every week is great!

Connecting it to Neon was fast and easy. (We love NeonOne's CRM, too, so it's marriage made in heaven.

Having an assigned customer success manager has been wonderful. She's been extremely helpful any time we have questions, etc.

I love their pricing model, too...you don't pay based on the number of constituents in your database or on how frequently you synch the data. That keeps the pricing very reasonable. Review collected by and hosted on G2.com.

I really can't think of anything. Simply put, it's a great product. Review collected by and hosted on G2.com.

The team communicates effectively and thoroughly. They walk you through their process of model creation which helps establish a baseline quickly. Review collected by and hosted on G2.com.

All predictive model work is an ongoing work in progress and the learning curve is somewhat steep. Review collected by and hosted on G2.com.

Their predictive modeling has saved our organization time and money, while increasing our yield from low engagement populations. Review collected by and hosted on G2.com.

We have no downsides to report almost two years into our engagement. Review collected by and hosted on G2.com.

Windfall is an essential tool to uncover high net worth donors and fuel a consistent prospect pipeline. In addition to precise net worth, they provide real-time philanthropic insights and wealth attributes that help fundraisers make data-driven decisions. Review collected by and hosted on G2.com.

Its challenging to evolve how we leverage/prioritize certain insights given the current (and ever changing) economic climate. Review collected by and hosted on G2.com.

The entire support team was very helpful through the entire process. I like the simplicity of the results returned (a net worth estimate and a giving likelihood score), and the fact that they build fully customized models that they are willing to tweak over the course of the subscription. Also, they are willing to investigate any particular issues we've found with specific records. All and all, we are very pleased with this product! Review collected by and hosted on G2.com.

We haven't found any real downsides yet. The implementation has been an easy, thoughtful process. Review collected by and hosted on G2.com.