Windfall Reviews (55)

Reviews

Windfall Reviews (55)

4.8
55 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise Windfall for its accurate wealth data and exceptional customer service, which enhance their fundraising strategies and donor engagement. The platform's seamless integration with existing CRMs and its ability to provide actionable insights are frequently highlighted as key benefits. However, some users note that it primarily focuses on individuals with a net worth of $1 million or more, which may limit broader outreach opportunities.
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Yvonne J.
YJ
Yvonne J.
Director Of Development
Small-Business (50 or fewer emp.)
"Paradigm shifting tool. A real game changer for our organization"
5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

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.

CR
Caroline R.
Philanthropy Partner
Enterprise (> 1000 emp.)
"Game Changing Tool, Amazing Customer Support"
5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

Our team has not experienced any downsides with Windfall. Review collected by and hosted on G2.com.

JB
Jeremiah B.
Director of Development
Mid-Market (51-1000 emp.)
"Thoughts about Windfall"
4.5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

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.

Galen  D.
GD
Galen D.
Chief Operating Officer
Small-Business (50 or fewer emp.)
"A great addition to our CRM"
4.5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

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

Verified User in Primary/Secondary Education
AP
Verified User in Primary/Secondary Education
Mid-Market (51-1000 emp.)
"Excellent Customer Service, Valuable Partner to Reaching Goals, Great for small Teams"
5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

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.

PB
Pamela B.
Executive Director of Development
Mid-Market (51-1000 emp.)
"Windfall, excellent partners in wealth analysis and the creation of predictive models."
5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

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.

Adam B.
AB
Adam B.
Senior Director, Annual Giving
Enterprise (> 1000 emp.)
"Great propensity scoring tool!"
5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

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

Megan C.
MC
Megan C.
Development Coordinator
Mid-Market (51-1000 emp.)
"A best practice in prospect development and campaign segmentation"
5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

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.

Rob E. B.
RB
Rob E. B.
Author
Mid-Market (51-1000 emp.)
"Great wealth screening tool for fundraising!"
5/5
What do you like best about Windfall?

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.

What do you dislike about Windfall?

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

Verified User in Philanthropy
AP
Verified User in Philanthropy
Small-Business (50 or fewer emp.)
"Quick Turnaround with Accurate Results"
5/5
What do you like best about Windfall?

I appreciate that we have unlimited submissions. Which also allows me to submit one constituent as needed. As for the results, we never have to wait no more than three days for the results and they are easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Windfall?

We don't have any dislikes or suggestions. Review collected by and hosted on G2.com.