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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

You must build relationships with passionate, wealthy, and philanthropic-minded donor prospects. You might have already done extensive prospect research, wealth-screened your list and analyzed the giving history of your donors. You might have some information. You might have information. But what you really need are engagements - meaningful conversations and connections with qualified donors. Our Engagement Fundraising software-and-service-duo helps fundraisers get meetings with the most passionate and wealthiest supporters at the right times when they are interested in finding meaning in their lives through giving. Both you and your supporters will love the Engagement Fundraising process because it's truly donor-centric, leveraging technology to cost-effectively support your relationship-building efforts--with less pressure and more joy.

Description

The WealthEngine Platform stands out in the industry for providing unparalleled wealth intelligence and prospect research capabilities. Utilizing this platform equips you with the essential insights necessary to identify, comprehend, and connect with affluent prospects efficiently. Gain an unprecedented understanding of your prospects, donors, and customers through the advanced features of WealthEngine 9, which leverages machine learning to analyze an astonishing half a trillion data points. This results in the creation of 250 million pre-scored profiles, refreshed over 5 million times each week, delivering in-depth insights into an individual's likelihood, financial capacity, and willingness to engage with your organization, all accessible via API. Discover your top prospects and growth possibilities by utilizing insights from the pioneering donor pyramid and wealth modeler that effectively segments your contacts. Enhance your outreach strategy by prioritizing and personalizing communication based on factors like net worth, potential for giving, historical donation patterns, investible assets, and tendencies to donate, invest, and spend, all conveniently integrated within your CRM system. This comprehensive approach not only streamlines your engagement efforts but also elevates the potential for successful interactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Charityproud No 
NationBuilder Yes 
StratusLIVE No 
Tessitura No 
Total Community Manager No 

Integrations

Charityproud Yes 
NationBuilder No 
StratusLIVE Yes 
Tessitura Yes 
Total Community Manager Yes 

Pricing Details

$240.00/year
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
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) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MarketSmart

Founded

2008

Country

United States

Website

imarketsmart.com

Vendor Details

Company Name

WealthEngine

Founded

2000

Country

United States

Website

www.wealthengine.com

Product Features

Fundraising

Alumni Management Yes 
Auction Management Yes 
CRM No 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management Yes 
Grant Management Yes 
Membership Management Yes 
Mobile Giving No 
Payment Processing No 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving No 
Volunteer Management Yes 

Nonprofit

Accounting No 
Committee Management Yes 
Donor Management Yes 
Dues Management Yes 
Event Management Yes 
Fundraising Management Yes 
Member Database No 
Membership Management Yes 
Social Media Management No 
Volunteer Management No 

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools Yes 
Source Tracking No 

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