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Description

Enhance your decision-making capabilities by utilizing diligence profiles alongside customized reports that detail source wealth, affiliations, and potential concerns. By doing so, you can deepen your understanding of customers while effectively managing compliance and reducing regulatory risks through extensive intelligence. Delve into donor profiles for comprehensive insights regarding the financial capacity, previous contributions, affiliations, and lifestyles of High Net Worth Individuals (HNWIs). Additionally, you can explore liquid net worth to strategically cultivate relationships and improve engagement for successful fundraising efforts. Furthermore, gain valuable information about foundation affinities, historical donations, financial capabilities, interests, recent initiatives, and trustee details. This in-depth analysis equips you with vital knowledge necessary for making informed decisions and crafting strategic engagements that enhance your approach. With Diligencify's meticulously curated datasets focusing on both HNW and ultra-high net worth (UHNW) individuals, you can uncover insights that are unmatched in the industry. These insights will ultimately empower your organization to achieve its fundraising and engagement goals more effectively than ever before.

Description

Connect with wealthy households through reliable, actionable data. Identify and rank your most valuable constituents in near real-time using accurate net worth information. Utilize valuable insights to better understand your audience, reveal hidden opportunities, and enhance your outreach efforts. Build and nurture enduring relationships at every interaction by delivering the right message at the most opportune moment. This session will highlight the primary challenges associated with interpreting wealth data, the distinctive methodology Windfall employs to ascertain a household's exact net worth, and showcase examples of nonprofits effectively using net worth data to enhance their data-driven fundraising strategies. Windfall's unique dataset is refreshed weekly, ensuring clients receive the most current insights regarding their constituents. By concentrating on affluent households, Windfall provides an exact net worth figure—rather than a range—along with a wide array of definitive consumer characteristics tailored to each individual household. Additionally, the ability to access this comprehensive data stream empowers organizations to make informed decisions and maximize their fundraising potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bonterra GiveGab No 
DonorPerfect Fundraising Growth Platform No 
EverTrue No 
GiveCampus No 
Humanitru No 
LiveRamp No 
Lotame No 
Neon CRM No 
Salesforce No 

Integrations

Bonterra GiveGab Yes 
DonorPerfect Fundraising Growth Platform Yes 
EverTrue Yes 
GiveCampus Yes 
Humanitru Yes 
LiveRamp Yes 
Lotame Yes 
Neon CRM Yes 
Salesforce Yes 

Pricing Details

$1,999 per 6 months
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Diligencify

Founded

2023

Country

United Kingdom

Website

diligencify.com

Vendor Details

Company Name

Windfall

Founded

2016

Country

United States

Website

windfalldata.com

Alternatives

Alternatives