Best Wealth Screening Software with a Free Trial of 2025

Find and compare the best Wealth Screening software with a Free Trial in 2025

Use the comparison tool below to compare the top Wealth Screening software with a Free Trial on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

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    iwave Reviews
    Enhance your fundraising efforts with our user-friendly interface, contemporary aesthetics, and cutting-edge architecture. iWave stands out as the top choice for donor research among experts in the field. But what makes it so valuable? It offers a thorough collection of trustworthy wealth, charitable, and personal details on potential donors, ensuring that you approach the right individuals for the appropriate amounts at the ideal moments. Our wealth-screening feature allows you to identify potential donors who have both the means and the willingness to make significant contributions. By compiling data on wealth, philanthropy, and personal backgrounds, we create detailed prospect profiles tailored to your organization’s needs. This way, you can confidently make your fundraising requests without leaving your donor management system, as all the vital insights are conveniently available within our platform. With iWave, you can elevate your fundraising strategy and maximize your organization’s potential for success.
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    Donorbox Reviews
    You can easily create a multi-step, conversion-optimized donation form that works on all devices. With just one click, donors can be taken to your secure donation page or pop-up donation page. A fundraising page is a great way to tell your story and build donor trust by sharing engaging information. You can create powerful campaigns that increase donor engagement and raise funds quickly. Donorbox crowdfunding has many features that will make your campaign a success. Donorbox Text To Give is very easy to set up. Your donors can send a simple text message to their phones to make a donation. It is ideal for conferences, church services, and on-the-spot donations. Unlimited fundraisers can increase campaign effectiveness, reach, donations, and donor support.
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    ResultsPlus Reviews

    ResultsPlus

    ResultsPlus

    $200 per month
    ResultsPlus nonprofit CRM software enables you to create and execute strategies for cultivating major donors, enhance your recurring gifts program, send iCal email attachments for appointments to field officers, and categorize your constituents in countless ways. Additionally, you can conduct in-depth research on your donors directly within ResultsPlus to gain insights into their financial assets. If you're interested in online giving, we've got that covered as well. The best part is that you can utilize all of these capabilities through our completely integrated dashboards and overviews, which allow you to assess your current performance, track where your prospects are in the giving pipeline, and provide major gifts officers and account managers with a quick visual of their contacts' status. Furthermore, you can automate the distribution of reports to stakeholders, and analyze the effectiveness of your campaigns, appeals, and funds, as well as the performance of your various segments. This is merely the start of what ResultsPlus can offer to enhance your nonprofit's fundraising efforts. The potential to optimize your outreach and engagement strategies is limitless.
  • 4
    ProspectView Online Reviews
    Join the multitude of nonprofits leveraging ProspectView Online, an incredibly fast, all-encompassing, and user-friendly platform from DonorSearch. This solution enables you to identify, assess, and prioritize the most promising fundraising opportunities available. The ProspectView Online research tool effectively addresses a fundamental question that every fundraiser has regarding their donors: “Who possesses both the means and a demonstrated willingness to contribute generously to our mission?” Our perspective emphasizes that wealth alone does not guarantee generosity; rather, a combination of giving history and financial capacity significantly increases the likelihood of donations. By using ProspectView Online, you can bridge the gap between a donor's motivations and their financial ability to contribute. Dive into the largest philanthropic database in the world, showcasing the proven charitable giving records of individuals, organizations, and foundations. Not only can you uncover new prospects, but you can also verify their philanthropic interests by researching their past donations to similar causes based on category, name, and geographical location, ultimately enhancing your fundraising strategy.
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    CharityCAN Reviews

    CharityCAN

    CharityCAN

    $3,000 per year
    Our software designed for fundraising and relationship management enhances your return on investment in fundraising activities. It simplifies the processes of identifying, qualifying, and connecting with donors, thereby optimizing research efforts and boosting donations. CharityCAN empowers Canadian charitable organizations to discover potential donors by leveraging advanced big data technologies in fundraising, enabling you to make well-informed choices throughout the entire donor journey. Comprehensive donor profiles that include individual, foundation, and corporate giving histories, biographical details, wealth indicators, and verified relationship maps are easily accessible with just a search. By utilizing CharityCAN’s AI-driven technologies, you can fully harness the potential of your fundraising initiatives. With features like tailored donor insights and sophisticated chat capabilities, we are committed to helping you connect, engage, and achieve success in innovative ways. You can swiftly explore our extensive datasets for information on donation records, compensation histories, and biographical data, ensuring you have all the resources you need at your fingertips. Our platform is designed to enhance every aspect of your fundraising strategy and foster meaningful connections.
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    Giveffect Reviews
    As we enter 2022, it's time for an upgrade. Your organization deserves cutting-edge technology to excel in today's digital landscape. Our goal is to empower nonprofits by creating the ultimate nonprofit management system. By improving your technology, we aim to enhance the world around us. Unify your development teams with an intuitive software solution that integrates ten different systems into one cohesive platform. Say goodbye to operating in isolation. Boost collaboration across your organization by utilizing a single software that effectively connects and streamlines your data across various departments. Experience a comprehensive overview of all your nonprofit operations. Save valuable time by removing the hassle of importing and exporting information between different systems. Cut down on redundancy, eliminate duplicates, and save costs with one solution that meets all your needs. Unlike generic sales CRMs with added nonprofit features, we are entirely focused on serving nonprofits. Every functionality is meticulously designed to support your mission of increasing fundraising, managing and expanding your donor relationships, and enhancing communication with your supporters and constituents. Together, we can transform how you operate and make a greater impact in your community.
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    WealthEngine Reviews
    The WealthEngine Platform stands out in the industry for providing unparalleled wealth intelligence and prospect research capabilities. Utilizing this platform equips you with the essential insights necessary to identify, comprehend, and connect with affluent prospects efficiently. Gain an unprecedented understanding of your prospects, donors, and customers through the advanced features of WealthEngine 9, which leverages machine learning to analyze an astonishing half a trillion data points. This results in the creation of 250 million pre-scored profiles, refreshed over 5 million times each week, delivering in-depth insights into an individual's likelihood, financial capacity, and willingness to engage with your organization, all accessible via API. Discover your top prospects and growth possibilities by utilizing insights from the pioneering donor pyramid and wealth modeler that effectively segments your contacts. Enhance your outreach strategy by prioritizing and personalizing communication based on factors like net worth, potential for giving, historical donation patterns, investible assets, and tendencies to donate, invest, and spend, all conveniently integrated within your CRM system. This comprehensive approach not only streamlines your engagement efforts but also elevates the potential for successful interactions.
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