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Description
You must build relationships with passionate, wealthy, and philanthropic-minded donor prospects. You might have already done extensive prospect research, wealth-screened your list and analyzed the giving history of your donors. You might have some information. You might have information. But what you really need are engagements - meaningful conversations and connections with qualified donors. Our Engagement Fundraising software-and-service-duo helps fundraisers get meetings with the most passionate and wealthiest supporters at the right times when they are interested in finding meaning in their lives through giving. Both you and your supporters will love the Engagement Fundraising process because it's truly donor-centric, leveraging technology to cost-effectively support your relationship-building efforts--with less pressure and more joy.
Description
Wealth-X Screening harnesses the power of cutting-edge wealth screening technology to maximize the value of your customer or prospect data, utilizing our exceptional insights into the wealthiest individuals worldwide. With a track record of excellence in wealth assessment and identity matching, our dedicated team enhances the accuracy and effectiveness of your data screening on a global scale. The Wealth-X Screening process delves into your current database, uncovering high and ultra-high-net-worth individuals, while also detailing their wealth profiles and personal connections. Additionally, it categorizes these individuals by wealth tier and match quality, facilitating easy organization and prioritization of potential leads. By tapping into the relationship networks of these identified matches, you can broaden your pool of qualified prospects and propel your new development initiatives. This strategic approach not only identifies valuable connections but also empowers organizations to make informed decisions that drive growth.
API Access
Has API
No
API Access
Has API
No
Integrations
NationBuilder
No
Pricing Details
$240.00/year
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
MarketSmart
Founded
2008
Country
United States
Website
imarketsmart.com
Vendor Details
Company Name
Wealth-X
Country
United States
Website
wealthx.com/products/screening
Product Features
Fundraising
Alumni Management
Yes
Auction Management
Yes
CRM
No
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
Yes
Grant Management
Yes
Membership Management
Yes
Mobile Giving
No
Payment Processing
No
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
No
Recurring Giving
No
Volunteer Management
Yes
Nonprofit
Accounting
No
Committee Management
Yes
Donor Management
Yes
Dues Management
Yes
Event Management
Yes
Fundraising Management
Yes
Member Database
No
Membership Management
Yes
Social Media Management
No
Volunteer Management
No
