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features
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Description

An integrated tool for fundraising analytics, data visualization, and wealth screening is essential for maximizing donor engagement. By utilizing this tool, you can gain valuable insights into your donor base and achieve tangible results. Relying solely on external data does not provide a comprehensive view of wealth and giving potential. Our solution combines your existing constituent and giving files with third-party data to reveal the full scope of your donors' capabilities. This allows you to easily pinpoint individuals who are ready for deeper involvement with your organization. Just as with any relationship, donors prefer personalized and relevant interactions. Our streamlined reporting not only saves you time but also highlights new opportunities and challenges within your outreach efforts. With GivingDNA, your portfolio is enhanced to help you surpass your fundraising targets ahead of schedule. Regularly refreshing your data monthly revitalizes your prospect list, ensuring you stay connected with potential supporters. Avoid the pitfalls of generic campaigns that only appeal to a limited audience. GivingDNA acts as your dedicated data analyst, empowering your team to make strategic decisions that drive fundraising success. Ultimately, investing in this tool means investing in stronger, more meaningful connections with your supporters.

Description

Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

GivingDNA

Founded

2002

Country

United States

Website

www.givingdna.com

Vendor Details

Company Name

Wealth-X

Country

United States

Website

wealthx.com/products/screening

Alternatives

Alternatives