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List of Wealth Screening Companies

Home BlogList of Wealth Screening Companies

List of Wealth Screening Companies

August 28, 2024 Posted by WS_insuran1 Blog

We shopped service and pricing

There are several highly reputable firms for wealth screening that can help identify potential donors and assess their capacity to give. Here are some of the top options:

1.NPOAuthority

  • Overview: NPOAuthority offers affordable wealth screening and prospect research packages that are particularly valuable for small to mid-sized nonprofits. They focus on key donor data analytics, prospect research, and affordability, making advanced screening more accessible. Cost $1695.00 per year
  • Best For: Organizations looking for cost-effective solutions without sacrificing the quality of wealth screening and analytics. www.npoauthority.org NPOAuthority uses the DonorSeach database.

2. WealthEngine

  • Overview: WealthEngine uses data modeling and predictive analytics to identify high-net-worth individuals and their capacity to give. They provide insights into lifestyle attributes, interests, and past giving.
  • Best For: Organizations seeking a more comprehensive profile of their potential donors, including lifestyle data and luxury indicators….. Cost $5.500.00

3. iWave

  • Overview: iWave offers a customizable platform that provides wealth screening, prospect research, and predictive analytics. They focus on real-time insights and give organizations the ability to tailor their screening based on specific needs.
  • Best For: Organizations that value flexibility and want a platform they can tailor to their own criteria for donor prospects….. Cost $4,800.00

4. Blackbaud Target Analytics

  • Overview: Blackbaud provides a range of analytics tools, including wealth screening services, to identify prospects and segment them based on their capacity and affinity to give.
  • Best For: Larger organizations with comprehensive development programs, often with a focus on integrated solutions for donor management……Cost $5,000.00

5. DONORSEARCH

  • Overview: DonorSearch specializes in wealth screening and prospect research, with a focus on philanthropic giving and other wealth indicators. They provide data on past giving history, net worth, real estate holdings, and more.
  • Best For: Nonprofits of all sizes looking for an in-depth understanding of donor behavior, especially in relation to their charitable giving history. ….Cost $4,600.00

6. Windfall

  • Overview: Windfall focuses on real-time wealth intelligence, offering insights into ultra-high-net-worth individuals. They prioritize accurate and up-to-date data, including liquid assets and investable wealth.
  • Best For: Organizations targeting high-net-worth individuals, particularly in the luxury and investment sectors.,,,,Cost NA

7. Gravyty

  • Overview: Gravyty combines AI with wealth screening to automate the process of identifying and cultivating donor prospects. Their software integrates wealth screening data with engagement tools for fundraising.
  • Best For: Organizations looking for an AI-powered approach to fundraising and donor cultivation.

All these firms provide powerful tools for wealth screening, though the right choice will depend on your specific needs, budget, and whether you’re seeking detailed analytics or more streamlined insights. Cost….NA

#wealthscreening #nonprofit #donorsearch #Iwave #NPOAuthority #Blackbaud# #Windfall #npoauthority

SO WHO WON—- THE NPOAUTHORITY.COM

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About WS_insuran1

Patrick Slouck is associated with NPOAuthority, a company focused on providing software solutions and services for nonprofits, particularly in areas like wealth screening, prospect research, donor analytics, and fundraising strategies. He has experience working in nonprofit development and marketing, having previously served as a Director of Development & Marketing for a small nonprofit where he successfully managed grants, annual funds, special events, major gifts, and marketing, exceeding a $1.1M fundraising goal with a team of 18 full-time staff and a budget of over $3M. Patrick is dedicated to helping smaller nonprofits, typically those under $2 million, by offering competitive pricing and specialized services tailored to their needs. He also emphasizes the importance of building strong, personal connections with potential donors and leveraging tools like wealth screening to identify and cultivate major gift prospects. Patrick is currently transitioning into a new role at a larger institution, focusing on major gifts, with aspirations of advancing to a Director of Development position. He is also involved in managing and growing a Reddit community and is actively working on enhancing SEO and content for NPOAuthority's website. Additionally, Patrick injects creativity and humor into his professional communications, ensuring that his messaging is both engaging and effective.

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