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features
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support

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Description

SmartAID is an online platform designed for the management of donor data and fundraising initiatives. It features a user-friendly interface combined with sophisticated data mining methods, enabling users to efficiently explore information and access key metrics and analytics related to their fundraising efforts. The Cariplo Foundation has initiated a Capacity Building program aimed at assisting non-profit organizations in enhancing their processes, structure, and human resources. We invite you to reach out to us to begin discussions about developing a collaborative project, with potential topics including Training, Coaching, and Technical Assistance for strengthening your organization. Additionally, metrics such as Redemption, which measures the ratio of donations received to the number of solicitations made, and Contribution for Ever, which calculates the total donation amount against the number of requests sent, are essential for evaluating fundraising effectiveness. Understanding the Average Donation, which reflects the mean amount of donations, is also crucial for organizations looking to improve their fundraising strategies. Together, we can explore how these metrics can drive your organization’s success in fundraising efforts.

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 
StratusLIVE No 
Tessitura No 
Total Community Manager No 

Integrations

Charityproud Yes 
StratusLIVE Yes 
Tessitura Yes 
Total Community Manager Yes 

Pricing Details

$333 per month
Free Trial Yes 
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 Yes 
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 No 
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

Moxoff

Founded

2014

Country

Italy

Website

www.smartaid.it/

Vendor Details

Company Name

WealthEngine

Founded

2000

Country

United States

Website

www.wealthengine.com

Product Features

Fundraising

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