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.

Windfall has uncovered actionable wealth analytics that changed our organization's understanding of our constituents, their philanthropic interests, and their capacity to support our mission. Review collected by and hosted on G2.com.

Un.like a number of other standard wealth analytics platforms, Windfall does not provide the usual donor profile report or giving ratings. However, you can use Windfall's data to pull together a customized report Review collected by and hosted on G2.com.

Windfall brings endless amounts of valuable information to the surface about our current and potential donors. It is a perspective that has opened the eyes of our development team in a new way. McCurdy has been amazing to work with, she is patient and understanding guiding us as we learn all the potential benefits of screened data and best practices in how to use the valuable information. Review collected by and hosted on G2.com.

Our team has not experienced any downsides with Windfall. 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.

Windfall has been a critical partner in helping our small shop with small goals reach historic new achievements. The platform is easy to work with, and the team is exceptionally responsive. The data has been reliable and very useful as we strategically designed new initiatives to develop a culture of philanthropy at our institution. Highly recommend. Review collected by and hosted on G2.com.

There is nothing specific we dislike. It doesn't measure international wealth, which is part of our community, but we knew that going into our contract. 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.