We've had a great experience with Windfall—the product and staff are top notch. The platform is very easy to use and, anecdotally, the quality of wealth data seems to be consistently higher than other services we've used in the past. We found it particularly helpful for our campaign prospecting efforts, as the net worth model works well for estimating/supporting multi-year pledge asks. Review collected by and hosted on G2.com.

The only negatives I can think of are cost (Windfall is a bit more expensive than other wealth screening services, which can be tricky for smaller organizations managing competing budget priorities) and inability to run one-off screenings. Otherwise, no complaints. Review collected by and hosted on G2.com.

I have had the absolute best customer service from Windfall. Our dedicated rep, Katie, is so helpful and incredibly responsive. Other team members we've worked with have also been great, and any minor issues we've had have been resolved very fast. I've used a lot of wealth rating/tools in the past, and I have by far gotten the best service from Windfall. Review collected by and hosted on G2.com.

The only downside I've found to Windfall is that it doesn't have a dedicated portal to work in, where you can play with the data a bit like some other tools offer. However, we knew going into it that Windfall didn't provide that, and still find the tool to be very worth it and the data we get is very high quality! Review collected by and hosted on G2.com.

Windfall provides us with an important layer of data to use alongside our regular asks. Knowing more about the wealth of our constituents helps us customize our ask by using different strategies for wealthier constituents. It also makes asks easier when you already have confidence that a donor is contibuting to similar causes. While it's not going to do deep research into each of your constituents, it can help you prioritize and focus your own research into donors who have much greater capacity. It also helps with data stewardship in the sense that getting a full-confidence match saves you time when you may need to do more independent research otherwise. Review collected by and hosted on G2.com.

Windfall does not have many downsides to it. I would like better online resources from the platform (webinars, case studies, etc.) to share with leaders and board members about how this data can be used better. I also wish that it integrated directly with my CRM. Review collected by and hosted on G2.com.

We have been "clients" of Windfall since pretty early in their development as a company. I put "clients" in quotation because they truly are one of those companies that could be better described as a "partnership". They check-in regularly regarding the quality of their work and do listen and make changes based on our feedback. They even proactively provide us with quality checks and recommendations for improvement in our own dataset and processs in order to help ensure that our screenings are as effective as possible. When we started with them it was on a limited basis with only the basic offerings but as we have identified more and more strategic initiatives as an organization we have increased the data and services that we are getting from them and are always looking for ways to leverage Windfall more. Review collected by and hosted on G2.com.

There is not much to dislike about Windfall as they typically address needs and concerns quickly and if there is a gap in service they typically provide a roadmap to a potential future solution that you can plan towards. Review collected by and hosted on G2.com.

The helpful people. Lauren is great. She has been an excellent advisor. Review collected by and hosted on G2.com.

I can't think of anything I don't like. No downsides Review collected by and hosted on G2.com.

The unlimited screenings and the accurate wealth screening information Review collected by and hosted on G2.com.

Nothing, very pleased with our relationship Review collected by and hosted on G2.com.

Windfall has worked well for us as we screen donors for wealth and philanthropic giving capacity. The data seems to be more accurate than other similar tools we have used, and it has not been a problem for us that it only screens net worth ≥$1,000,000. The connection to our CRM seems seamless, and customer service has been good. Review collected by and hosted on G2.com.

Windfall doesn't have a platform for one-off look-ups (as some of its competitors do). While the CRM API works well, it would be nice to be able to look up individuals here and there between data uploads. I've also noticed that there are individuals for whom Windfall does not have data. While I understand (and am okay with) their model of only providing data for those with a net worth of ≥$1,000,000, it seems there are others for whom there is no data. Review collected by and hosted on G2.com.

The customer success team takes every step to ensure data modeling is carried out accurately and effectively. They translate complex ideas in data science so that development teams can implement the results with ease. Review collected by and hosted on G2.com.

Our partnership is coming up on one year, and I've had zero negative experiences in that time. We had some implementation growing pains, but those were strictly internal -- and Windfall worked with us along the way. Review collected by and hosted on G2.com.

The Windfall staff are extremely helpful and eager to help clients make the most of their data. The tool is easy to use and we've been able to enhance our existing data significantly through our use of the product. Review collected by and hosted on G2.com.

As a Blackbaud CRM customer, building a new home within the database for our Windfall data has been a bit of a struggle. Review collected by and hosted on G2.com.

Windfall not only has the best data but will always be there to help you along the way! The data they provide allows you to maximize your database and set up a solid development plan. Review collected by and hosted on G2.com.

Is having too much data available to you a bad thing? Is having your every ask completed a bad thing? Review collected by and hosted on G2.com.