Windfall Reviews & Product Details

Windfall is an essential tool to uncover high net worth donors and fuel a consistent prospect pipeline. In addition to precise net worth, they provide real-time philanthropic insights and wealth attributes that help fundraisers make data-driven decisions. Review collected by and hosted on G2.com.

Its challenging to evolve how we leverage/prioritize certain insights given the current (and ever changing) economic climate. Review collected by and hosted on G2.com.

The entire support team was very helpful through the entire process. I like the simplicity of the results returned (a net worth estimate and a giving likelihood score), and the fact that they build fully customized models that they are willing to tweak over the course of the subscription. Also, they are willing to investigate any particular issues we've found with specific records. All and all, we are very pleased with this product! Review collected by and hosted on G2.com.

We haven't found any real downsides yet. The implementation has been an easy, thoughtful process. Review collected by and hosted on G2.com.

I appreciate that we have unlimited submissions. Which also allows me to submit one constituent as needed. As for the results, we never have to wait no more than three days for the results and they are easy to navigate. Review collected by and hosted on G2.com.

We don't have any dislikes or suggestions. Review collected by and hosted on G2.com.

Capacity screening and the Windfall analytics. Review collected by and hosted on G2.com.

Nothing at this time. We have been happy with the product thus far. Review collected by and hosted on G2.com.

Ease of use, accuracy of information, super customer service, quick answers to questions, many useful resources such as case studies, webinars, user guides, I could go on and on! Also have to mention that Kyle, Eric, and Marissa are oustanding collaborative partners, knowledgeable mentors, and all-around great people! Review collected by and hosted on G2.com.

Windfall is not an "automatic" system - you can't just look up somesone and get an answer immediately. It's a submission process and Windfall takes the time to give you verified and accurate information. As the primary contact and primary user, I understand the system, but that is something that others have trouble understanding. The only other downside is that you get so spoiled with the great information provided, there is a bit of disappointment when a match isn't returned (although that is completely understandable!) Review collected by and hosted on G2.com.

The seemless integration with our CRM makes this an easy to use tool for all of our frontline fundraisers. We also really appreciate the propensity to give model and the strategic insights it gives us for making the best choices in our donor cultivation. Customer Service is phenomenal and the information security protocols are top notch. Review collected by and hosted on G2.com.

I don't have any downsides of using Windfall. Review collected by and hosted on G2.com.

In a crowded field of wealth screening providers, Windfall distinguishes itself with its unique predictive analytics, enabling organizations to efficiently identify and qualify donors most likely to make major gifts. What further sets Windfall apart is its outstanding customer service. They work closely with you to ensure that you’re getting the most out of the platform, maximizing its potential for your fundraising efforts. I highly recommend Windfall for development offices of all sizes. Review collected by and hosted on G2.com.

There are no downsides to using Windfall. Review collected by and hosted on G2.com.

Windfall has been great at quickly and easily providing massive screens of our supporters to append helpful information to help us identify prospects within our existing supporter lists. It's not nearly as expensive as similar products and has enabled us to get info directly into our database (this took a little effort on our end, but no in a prohibitive way). We run screens monthly and their customer support has been stellar if any issues have ever come up. Review collected by and hosted on G2.com.

I do wish there was a direct sync with our CRM, but it's not dealbreaker for us. Review collected by and hosted on G2.com.

Windfall offers a multitude of data points for research specialists to utilize in confirming wealth/capacity for their prospective donors. It's a fabulous tool for those in prospect research/development and offers many options for analysis and detailed perspective. Review collected by and hosted on G2.com.

As with all research and analysis tools, not everything can be uncovered via data mining. Review collected by and hosted on G2.com.

We started using Windfall for wealth screening in the late 2010's, and they have quickly become one of our most trusted vendors. We've found that Windfall offers a high degree of accuracy, insightful triggers, excellent customer service, and a partnership unlike other vendors. Through our experience, we've expanded our services from Windfall to tackle other solutions (including career intelligence and propensity data). Windfall has been especially accommodating to our organization's needs and feedback (desired product tweaks/expansion, data quality concerns/insights, customization (where appliccable)). They are always listening and improving based on customer feedback, further demonstrating their committment to the highest level of service and partnership.

Another added benefit worth mentioning is that Windfall is a subscription-based company, meaning that they do not charge per record, so we're able to screen our entire database each time. Regular full database screenings have led to better insights overall since we're able to measure results consistently on the same population. Review collected by and hosted on G2.com.

There's not much to dislike! As a few others have mentioned, households (parents + adult children) are sometimes grouped together, but Windfall is transparent about their processes and considerations customers should have in mind when using the data. Review collected by and hosted on G2.com.