DonorSearch vs. WealthEngine

I would say DonorSearch is well suited as you set out to build donor profiles. I think there are excellent background information on spouses, addresses, real estate holdings, giving priorities, etc. I also like it for grant research - you can find funders who may be interested in your philanthropic priorities and occasionally what those timelines are. I would not suggest using this for absolute strangers to your organization - too much to work through.

WealthEngine is well-suited for development professionals to use in their donor moves management planning, as well as to look up donor profiles of new donors, to analyze giving potential. I have also used it when a piece of mail is returned to see if I can find an updated address.

Incentivized

• Broad inclusion of information
• Prior giving records
• Address information

• Affinity research.
• Portfolio development.
• Donor verification.

Incentivized

• Too many names included even when the correct address has been provided for the initial query
• Not providing total clarity about DonorSearch specific definitions
• Providing too much info from low-quality profiles

• Does not show which nonprofits donor has contributed to.
• Does not always have complete contact info.

Incentivized

Very clean interface and easy to navigate based on labeling. Also, the onboarding process is very easy to follow and understand! DonorSearch also does weekly webinars that help and are insightful when looking to learn new things about the system

Incentivized

The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.

Incentivized

DonorSearch was the first product we onboarded for our donor research and haven't left them because of the success we have had with them so far!

Incentivized

WealthEngine provides the same quality of data at a more affordable price point.

Incentivized

• There has not been a negative impact
• We have been able to get a jumpstart on many leads
• We are able to see whose giving aligns with our organization

• WealthEngine was able to provide wealth information for all of our event attendees and allowed us to know which guests to target with more direct touch points at the event.
• WealthEngine has allowed us to better asks for funds based on the donors' giving capacity, ultimately providing more money for our mission.

Incentivized