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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 Donorbox?

Creating a multi-step donation form that is optimized for conversions and compatible with all devices is a straightforward process. With a single click, donors can access either your secure donation page or a pop-up donation interface. A dedicated fundraising page serves as an excellent platform to share your narrative and foster trust among donors by providing engaging content. This allows you to launch impactful campaigns that boost donor involvement and facilitate rapid fundraising. Donorbox crowdfunding offers a variety of features designed to enhance the success of your campaign. Setting up Donorbox Text To Give is incredibly simple, enabling donors to contribute via a quick text message to their mobile devices. This method is particularly effective during events such as conferences, church gatherings, and impromptu donation opportunities. Furthermore, the ability to manage unlimited fundraisers can significantly amplify the effectiveness, reach, and support of your campaigns, ultimately leading to greater financial contributions. Engaging more supporters through multiple fundraising efforts can also create a sense of community and shared purpose among your donors.

Media

Media

Integrations Supported

360MatchPro
Charityproud
Direct Debit
Facebook
Google Analytics
Innovative Mentoring Software
KonnectzIT
Mailchimp
Salesforce
Stackreaction
StratusLIVE
Stripe
Tessitura
TntWare DonorHub
Total Community Manager
Weebly
Wix
WordPress
Wufoo
Zapier

Integrations Supported

360MatchPro
Charityproud
Direct Debit
Facebook
Google Analytics
Innovative Mentoring Software
KonnectzIT
Mailchimp
Salesforce
Stackreaction
StratusLIVE
Stripe
Tessitura
TntWare DonorHub
Total Community Manager
Weebly
Wix
WordPress
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthEngine

Date Founded

2000

Company Location

United States

Company Website

www.wealthengine.com

Company Facts

Organization Name

Donorbox

Date Founded

2014

Company Location

United States

Company Website

www.donorbox.org

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Categories and Features

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

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