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 straightforward 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.

In addition to providing net worth, it provides numerous key datapoints such as political party affiliation, if they have a trust, have experienced a wealth event, etc. In addition it has LinkedIn built in which provides employer information and a link to their individual LinkedIn profile (other companies sell that as a standalone product!). It also integrates with our Salesforce database which enables us to combine it with reports and assists with segmenting our mass emails.

The team communicates effectively and thoroughly. They walk you through their process of model creation which helps establish a baseline quickly.