Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 Fundraising KIT?
Leverage innovative fundraising tools that are crafted to help you engage, cultivate, and connect with every donor in your network. The Fundraising KIT provides donation pages alongside valuable analytics that elevate the giving experience, ensuring that donors stay connected and increase their contributions to your cause over time. By integrating effortlessly with your existing CRM, Fundraising KIT streamlines the process of syncing new donations, identifies existing supporters who may be inclined to enhance their contributions, and allows for efficient monitoring of your fundraising progress. Designed to conserve both your time and resources, these tools are essential for amplifying your organization's financial growth. With the customizable donation pages offered by Fundraising KIT, you can create sleek, personalized, and intuitive online giving experiences that truly resonate with your supporters. The platform not only guarantees an outstanding journey for donors but also connects data, technology, and the unique preferences of each donor. By tailoring your donation pages, you can effectively promote larger contributions through features such as recurring donations, personalized giving tiers, targeted impact areas, tribute options, automated tax receipts, acknowledgment letters, QR code integration, and social media sharing capabilities. Furthermore, Fundraising KIT empowers organizations to build enduring relationships with their supporters while maximizing fundraising opportunities. It is this blend of technology and personalization that sets Fundraising KIT apart as a leader in donor engagement.
Integrations Supported
Blackbaud Raiser's Edge NXT
Charityproud
Keela
Neon CRM
Salesforce
StratusLIVE
Tessitura
Total Community Manager
Integrations Supported
Blackbaud Raiser's Edge NXT
Charityproud
Keela
Neon CRM
Salesforce
StratusLIVE
Tessitura
Total Community Manager
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
Fundraising KIT
Company Location
Canada
Company Website
fundraisingkit.com
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