What I find most helpful is that the information Windfall provides is truly actionable. Their research gives me real, concrete insight into a donor, which helps me decide how best to engage with them and steward the relationship. Net wealth is useful, but on its own, it doesn’t tell me what a donor’s passions are—such as the other nonprofits, charities, and political activities they support. Since we have a lobbyist and several programs that address different areas, like science education and evidence-based medicine, it’s valuable to know whether a donor is interested in politics, social policy, education, medical research, or secular humanism.

Windfall continues to have amazing customer service and never fail to answer my questions quickly. They are always willing to help me digest the information they provide and their data allows me to notice trends in giving and adjust as needed for our major donors.

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.