Sarah,
Thank you for this! I just had one of the worst sales calls ever with a DonorSearch staff. I’m tempted to reach out to her manager!
I’ll definitely touch base with Mike.
Love this community and glad I archive old emails!!
[MHH_ESIGLogo]
Phoenix Mak
Director, Prospect Management and Research
Memorial Hermann Foundation
929 Gessner Dr., Suite 2650
Houston, TX 77024
713.242.4425
Phoenix.mak@memorialhermann.org<mailto:
Phoenix.mak@memorialhermann.org>
From: Advancement Services Discussion List [mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Sarah Richards
Sent: Tuesday, February 27, 2018 4:14 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: [EXTERNAL] Re: [FUNDSVCS] Best wealth screening tools?
I am an additional vote for DonorSearch.
Great customer service!
Easy Integration
Constant Updates
Very Accurate (Though sometimes too cautious on accuracy)
Option to cleanly print full profiles
If you want a demo, I highly recommend:
Michael Bronson <
mike@donorsearch.net<mailto:
mike@donorsearch.net>>
He is awesome! Not pushy, explains features and answers questions well
(Not affiliated....just a very happy user!)
Sarah Richards
The Dynamic Catholic Institute
Meeting People Where They Are... Leading them where God calls them to be!
5081 Olympic Blvd. • Erlanger • Kentucky • 41018
Direct: (513) 252-0452
[Be Bold. Be Catholic.]
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On Tue, Feb 27, 2018 at 5:04 PM, Wuorinen, Sara <
Sara.Wuorinen@cu.edu<mailto:
Sara.Wuorinen@cu.edu>> wrote:
And another vote for DonorSearch!
Sara C. Wuorinen
Director of Research and Prospect Management, Advancement Strategy
University of Colorado, Office of Advancement
10901 W 120<https://urldefense.proofpoint.com/v2/url?u=https-3A__maps.google.com_-3Fq-3D10901-2BW-2B120-26entry-3Dgmail-26source-3Dg&d=DwMFaQ&c=cBOA5YEoZuz9KdLvh38YxdrPtfJt83ckXekfBgq5xB0&r=MAQZyly9KOhma0ugMdDQSxGUT02wnd0hj-mD-kSNIJI&m=CQ5BZT1bnqjgW717GQt0Ysr6APxLr1_AA6KqKK55Qec&s=F2ZuUmsYg4PTneYCy4WdKPikIK3M4OmeBjP-NMDYXzg&e=>th Avenue, Suite 200
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Sara.Wuorinen@cu.edu>
Advancement.Research@cu.edu<mailto:
Advancement.Research@cu.edu>
Advancement.ProspectManagement@cu.edu<mailto:
Advancement.ProspectManagement@cu.edu>
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From: Advancement Services Discussion List [mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>] On Behalf Of Victor Nuovo
Sent: Tuesday, February 27, 2018 12:15 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: Re: [FUNDSVCS] Best wealth screening tools?
Another vote for DonorSearch!
Victor
On Tue, Feb 27, 2018 at 2:02 PM, Melissa Graves <
mgraves@walnuthillarts.org<mailto:
mgraves@walnuthillarts.org>> wrote:
In fact, both were created by the same person. DonorSearch being the more recent one (supposedly to add improvements and change focus from simple wealth to propensity to give).
Melissa S. Graves, bCRE
Database Manager - Advancement Department
Walnut Hill School for the Arts
P: 508.652.7806<tel:506.652.7806> | F: 508.653.9593<tel:508.653.9593>
mgraves@walnuthillarts.org<mailto:
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On Tue, Feb 27, 2018 at 1:07 PM, John Taylor <
johntaylorconsulting@gmail.com<mailto:
johntaylorconsulting@gmail.com>> wrote:
My personal experience of late has been with WealthEngine and DonorSearch. I like them both quite a bit.
John
John H. Taylor
Principal, John H. Taylor Consulting
1817 Woodburn Rd.<https://urldefense.proofpoint.com/v2/url?u=https-3A__maps.google.com_-3Fq-3D1817-2BWoodburn-2BRd.-2BDurham-2C-2BNC-25C2-25A0-25C2-25A0-2B27705-26entry-3Dgmail-26source-3Dg&d=DwMFaQ&c=cBOA5YEoZuz9KdLvh38YxdrPtfJt83ckXekfBgq5xB0&r=MAQZyly9KOhma0ugMdDQSxGUT02wnd0hj-mD-kSNIJI&m=CQ5BZT1bnqjgW717GQt0Ysr6APxLr1_AA6KqKK55Qec&s=fWDGCzFd0zkHbhXqh81S0AHimqisYBJh6lg73rd0b6c&e=>
Durham, NC 27705<https://urldefense.proofpoint.com/v2/url?u=https-3A__maps.google.com_-3Fq-3D1817-2BWoodburn-2BRd.-2BDurham-2C-2BNC-25C2-25A0-25C2-25A0-2B27705-26entry-3Dgmail-26source-3Dg&d=DwMFaQ&c=cBOA5YEoZuz9KdLvh38YxdrPtfJt83ckXekfBgq5xB0&r=MAQZyly9KOhma0ugMdDQSxGUT02wnd0hj-mD-kSNIJI&m=CQ5BZT1bnqjgW717GQt0Ysr6APxLr1_AA6KqKK55Qec&s=fWDGCzFd0zkHbhXqh81S0AHimqisYBJh6lg73rd0b6c&e=>
johntaylorconsulting@gmail.com<mailto:
johntaylorconsulting@gmail.com>
919.816.5903<tel:(919)%20816-5903> (cell/text)
Serving the Advancement Community Since 1987
On Tue, Feb 27, 2018 at 12:54 PM, Galanis, Kelly <
kgalanis@westfield.ma.edu<mailto:
kgalanis@westfield.ma.edu>> wrote:
We are looking for a quality wealth screening/research tool that is easy to use, produces understandable results, and has a quality search functionality. We are currently using Research Point/Target Analytics by Blackbaud, but have found it to be less than desirable with how it produces results. Years back, we did use Wealth Engine, and that seemed ok.
I appreciate any thoughts you have on what products have worked for you!
- Kelly
Kelly A. Galanis, MSCIM, bCRE
Associate Director of Advancement
Communication and Information Services
Westfield State University
(413) 572-5228<tel:(413)%20572-5228>
kgalanis@westfield.ma.edu<mailto:
kgalanis@westfield.ma.edu>
"Well-behaved women rarely make history." - Laurel Thatcher Ulrich
--
Victor Nuovo '77 P'19 | Director of Advancement Strategy & Analysis
Northfield Mount Hermon
p: 413-498-3671<tel:(413)%20498-3671>
vnuovo@nmhschool.org<mailto:
vnuovo@nmhschool.org>
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