Recommendations to others considering Wealth-X Integration:
Wealth-X is an amazing tool for any nonprofit organization looking to advance their prospect research efforts. The program allows you to explore an individual's work history, philanthropic giving, political giving, board membership, connections, and more. It has done a great deal to move our current capital campaign and major gift effort forward and I believe it would do the same for any other organization. Without Wealth-X we would be walking into certain meetings blind to a well informed ask of an individual. Wealth-X has also provided us with the ability to draw connections to our organization's board members and trustees to help open doors. It is a great product. Review collected by and hosted on G2.com.
What problems is Wealth-X Integration solving and how is that benefiting you?
Working for a nonprofit organization which is currently in a capital campaign, it is extremely important to find the right donors and be informed about their capacity and inclination to give. Wealth-X provides us with all of this information and more. Perhaps the biggest help is the information that tells us about possible connections. This allows us to draw a direct line to our trustees and board members to help us create connections and open doors to eventually make an ask. Review collected by and hosted on G2.com.
