Windfall Reviews

Excellent tool that is easy to use, easy to connect to Salesforce, come with infinite lookups, and data is updated every Friday. Whenever I need information for our fundraising team, the information is there and up-to-date. Also, the few times I've used their customer service team, they've been responsive, fast, and extremely helpful.

It can be hard to manually push a specific donor record to Windfall (though it's possible that the donor just doesn't have a lot of publicly available giving data, so that's possible)

It's helping with strategic targeting for our fundraising efforts, and specifically finding those low-dollar donors who might be able to increase their level of giving.

I appreciate Windfall's straightforward integration, which made the initial setup simple and seamless for us. It was easy to follow the integration guide with our CRM, enhancing our workflow efficiency quickly. The customer service is exceptionally responsive, providing prompt assistance and resolving issues effectively, which feels more like a collaborative partnership than just a service provider. I found their training sessions on the tool to be thorough and helpful without being overly aggressive during our vetting phase, ensuring that we maximized our understanding and use of Windfall. The segmentation capabilities of Windfall are particularly valuable, allowing us to focus on immediate and strategic efforts such as Giving Tuesday, proving the tool's impact on our donor engagement strategies.

I find the time it takes for segments to compile to be an issue. The current process of data coming back takes a week, which we wish could be faster so that we could respond to donors in a segmented way within 48 hours of their first gift. A daily data feed would be really useful to have eventually to better suit our workflow.

I use Windfall to prioritize and rank donors, improving our fundraising strategy through effective segmentation.

Windfall has uncovered actionable wealth analytics that changed our organization's understanding of our constituents, their philanthropic interests, and their capacity to support our mission.

Un.like a number of other standard wealth analytics platforms, Windfall does not provide the usual donor profile report or giving ratings. However, you can use Windfall's data to pull together a customized report

Windfall is giving us valuable, specific, wealth metrics about the constituents in our CRM that helps us have a clear picture of who we are engaging with, what they're interested in supporting, and their capacity to contribute. Paradigm shifting tool.

We were looking for a robust alternative to iWave, and one that integrated cleanly with Hubspot. Windfall checks all of those boxes, *and* the support team is amazing to work with. We've been using Windfall for a few months now, and just added another subscription to a different product. We've also canceled iWave and I doubt we'll ever look for another wealth screening tool again.

Honestly, I love Windfall, I love the team, and I really love how affordable the product is.

We have over 50,000 small dollar donors, and we needed a way to quickly screen this large prospect list to figure out how to best deploy our major gift resources. Windfall fits the bill, and it integrates directly with Hubspot, and honestly, I can't say enough good things about Windfall.

Windfall has been a critical partner in helping our small shop with small goals reach historic new achievements. The platform is easy to work with, and the team is exceptionally responsive. The data has been reliable and very useful as we strategically designed new initiatives to develop a culture of philanthropy at our institution. Highly recommend.

There is nothing specific we dislike. It doesn't measure international wealth, which is part of our community, but we knew that going into our contract.

Helping us prioritize.

Windfall brings endless amounts of valuable information to the surface about our current and potential donors. It is a perspective that has opened the eyes of our development team in a new way. McCurdy has been amazing to work with, she is patient and understanding guiding us as we learn all the potential benefits of screened data and best practices in how to use the valuable information.

Our team has not experienced any downsides with Windfall.

Windfall has been able to provide a data-driven perspective of our donor pool and potential donor pool. These valuable insights have opened our development team's eyes on the many ways to use this information to meet our goals.

The net worth ratings do appear to be accurate, for the most part, and attributed to the correct people. It is easy to self-serve lists for screening in the portal. Unlimited runs of data in the contract year is a big plus, so you can run lots of data, in big or small batches, as much as you want. They do provide various wealth markers (Y/N columns for ownership of multiple properties, or exotic cars, etc) in addition to the net worth estimate. It's data that is easily interpretable, and gift officers respond well to the simplicity of what it is -- pure wealth estimate. Customer support is always very responsive, and they are proactive in reaching out to schedule check-ins.

The data output is just an excel spreadsheet, so it does feel like there is some definite process planning you have to sort out to make sure the data gets where it needs to go to be helpful and integrated into your other reporting. I forget if they have any integrations with CRMs -- if they do, that would be very helpful (but is also an additional cost). Windfall is also a little pricey considering it ONLY screens for people with $1 million+ net worth. So you have to supplement with other wealth screeners if you want a comprehensive picture of your pipeline from annual fund up through major gifts.

It is helping us segment our major gift prospects with clarity.

Windfall is a powerful wealth screening tool that provides accurate, real-time data to help identify high-potential donors. Its insights go beyond raw numbers, offering a deeper understanding of wealth capacity. The platform is user-friendly, with an intuitive interface and strong customer support. Windfall remains an essential asset for data-driven fundraising. I highly recommend it to development professionals looking to enhance donor engagement and strategy.

Windfall does not provide data on individuals with a net worth below one million dollars, which could limit some insights.

Windfall helps solve the challenge of identifying and prioritizing high-capacity donors by providing accurate, real-time wealth data. This allows us to focus our fundraising efforts on individuals with the greatest potential to contribute, making donor outreach more strategic and efficient.

Their predictive modeling has saved our organization time and money, while increasing our yield from low engagement populations.

We have no downsides to report almost two years into our engagement.

We have a large population of individuals who have a low engagement level with our organization. Their model, built on our data, has helped surface those most likely to convert in the next twelve months. They have helped us better invest our resources to improve our yield from those constituents.

My organization has used Windfall for about 7 months, and this product has been extremely helpful for us as we look to navigate the most ideal donor prospects. Their initial onboarding was very straighforwad and implementing their product was very easy. Because of their services, we have been able to identify individuals that would otherwise slip under our radar. We frequently use Windfall in all of our reporting. It has helped provide us a more complete picture of what our population really looks like, and where to find them. The customer service has been superb as well! Seth is always available to quickly answer questions, and always guides us on the correct path. I highly recommend their services to any organization that is looking to boost their prospect pool and find high-quality donors.

At this moment in time, I truly havent found any reason to dislike windfall.

We have had issues in the past identifying which individuals in our population to target for potential solicitations. Windfall has helped to identify which records are the best to reach out to with the data that they provide us.