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What is WealthEngine?

The WealthEngine Platform distinguishes itself within the market by offering unmatched wealth intelligence and advanced prospect research tools. By leveraging this platform, you gain critical insights that facilitate the identification, understanding, and efficient connection with high-net-worth prospects. With WealthEngine 9, you will achieve an exceptional comprehension of your prospects, donors, and clients through its cutting-edge features, which harness machine learning to sift through an impressive half a trillion data points. This meticulous analysis generates 250 million pre-scored profiles, updated over 5 million times weekly, that provide extensive insights into an individual's potential engagement, financial status, and propensity to support your organization, all available through an API. By employing insights from the innovative donor pyramid and wealth modeler, you can pinpoint your most promising prospects and growth opportunities while effectively categorizing your contacts. Furthermore, you can refine your outreach strategy by tailoring communications based on diverse criteria such as net worth, giving potential, historical donation behaviors, investible assets, and spending habits, all seamlessly integrated within your CRM system. This holistic methodology not only optimizes your engagement initiatives but also significantly boosts the likelihood of fruitful interactions, ensuring that your organization can maximize its impact and reach.

What is 360MatchPro?

Are you ready to welcome the new era of matching gift fundraising? Discover how 360MatchPro can significantly enhance your organization’s fundraising capabilities, boost donor engagement, and improve overall staff productivity. By leveraging 360MatchPro, you can seamlessly collect matching gift eligibility information from donors through various methods such as email domains, integration in donation forms, visibility on confirmation screens, or through dedicated email communications. The platform effectively identifies and communicates a larger number of matching gift opportunities to donors, consequently increasing the chances of successful matching gift requests. Once the donation is completed, donors are immediately directed to their respective matching gift forms, creating a smooth and efficient experience. Furthermore, by sending personalized emails aligned with eligibility criteria at the optimal time, you can engage the most relevant donors effectively. Implementing targeted follow-ups will lead to a noticeable increase in completed submissions, translating into a substantial rise in matching gift checks from corporate sponsors. This efficient system not only serves to advance your organization’s objectives but also helps cultivate a more gratifying connection with your donors, ultimately strengthening your fundraising efforts for the future.

Media

Media

Integrations Supported

Charityproud
StratusLIVE

Integrations Supported

AllegianceMD
Almabase
Bonterra EveryAction
Donately
Drupal
Fundly
Fundraise Up
GiveCampus
GoFundMe Pro
ImportOmatic
Kindful
Neon Fundraise
OneCause
ProspectView Online
Salesforce
SimpleACD
Virtuous

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

WealthEngine

Date Founded

2000

Company Location

United States

Company Website

www.wealthengine.com

Company Facts

Organization Name

Double the Donation

Date Founded

2010

Company Location

United States

Company Website

360matchpro.com

Categories and Features

Lead Management

Lead Scoring
Lead Segmentation
Prospecting Tools

Wealth Screening

Not specified

Categories and Features

Fundraising

Not specified

Wealth Screening

Not specified

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