Windfall Reviews & Product Details

Working with Windfall has been incredibly valuable for our organization. The platform provides actionable insights that help us better understand our donor base and make more strategic decisions. What I appreciate most is the combination of high-quality data and a supportive team. Their onboarding and support have always been excellent.

Windfall has helped us refine our fundraising strategy, identify new opportunities, and approach our work with greater confidence. It’s a tool I now consider essential, and I would highly recommend it to any nonprofit looking to strengthen its understanding of donor capacity and improve long-term relationship building. Review collected by and hosted on G2.com.

Like any data platform, not every record is complete or perfectly accurate, so it works best when combined with internal knowledge and relationship context. Review collected by and hosted on G2.com.

I like using Windfall because it is an effective wealth screening tool that integrates well with our CRM. I appreciate the level of detail it provides about high-net-worth individuals, which allows us to personalize our outreach efforts better. I also find it valuable to see properties owned, recent familial happenings, life events, and areas of philanthropic interest, as this helps us paint a richer portrait of our donor database to see them as real people. Additionally, the initial setup of Windfall was easy, and their customer service is great. Review collected by and hosted on G2.com.

Windfall could potentially introduce pre-determined suggested giving amounts for each donor based on their areas of interest and net worth. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Windfall is a great tool for taking wealth screening into account for nonprofit development work. It integrates well with Neon CRM, and I have been impressed by their support and resources sharing best practices. Review collected by and hosted on G2.com.

A decent percentage of people do not match in Windfall, but that is baked into a system designed around accurate and high-quality data. Review collected by and hosted on G2.com.

Windfall gives us wealth insights into donors who have already connected with our organization in some way (current or past donor, volunteer, or event attendee). Review collected by and hosted on G2.com.

Windfall only reports on donors with a net worth of $1M or more. I think we could do even more targeted outreach if the baseline was a bit less, $500K or $750K, especially for younger donors still building wealth. Review collected by and hosted on G2.com.

It is a great tool for finding hidden gem donors and lapsed donors. It helps me filter my pipeline and narrow in on who to focus my energy with outreach. The customer support has also been wonderful! Review collected by and hosted on G2.com.

I am still learning all the tools and wish I had time to learn the software better. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Honestly, I love Windfall, I love the team, and I really love how affordable the product is. Review collected by and hosted on G2.com.

I am grateful for the wealth screening data points Windfall provides for our donor pool. I've come to rely very heavily on the set of fields we've opted to pull in on our donor contact records in Salesforce. It is very helpful to be able to identify prospects because they've generated this wealth screening information. It allows our development team to determine what group of people to focus on for tailored stewardship and engagement opportunities. We also really enjoy working with McCurdy and Lauren who are both warm, kind and extremely knowledgeable in the fundraising space and help us get the most out of our Windfall integration that we intend to use indefinitely! Review collected by and hosted on G2.com.

I don't dislike anything about Windfall, but wish that it could include age of our donors. Review collected by and hosted on G2.com.