FundSvcs Community

Hello colleagues, I am on the hunt for a wealth screening tool for our Major Gifts team. I have received a general recommendation from a past consultant that Donor Search and iWave are the two that we should consider. I have also heard that Windfall Data may be worth looking into. Would anyone be able to provide a recommendation for which of these they prefer, or another tool that is the best bang for your buck? Thank you in advance for your input! Best, Ryan Haliday Resource Development Manager International Medical Corps +1 (310) 826-7800 www.InternationalMedicalCorps.org<https://webmail.internationalmedicalcorps.org/owa/redir.aspx?REF=HqU1IgwV1iHVZgb88oClnDQE5Yzb3zuWoq4Of03OUo12TUTkc4PTCAFodHRwOi8vd3d3LmludGVybmF0aW9uYWxtZWRpY2FsY29ycHMub3JnLw..> First There, No Matter Where

Hi Ryan, We have been using WealthEngine<https://www.wealthengine.com/platform/> and have been happy with their service. Cheers, David David B. Ritchie
 Senior Director Business Intelligence, Analytics and Data Services Office of Institutional Advancement
 Thomas Jefferson University and Jefferson Health 130 S. 9th Street, 17th Floor | Philadelphia, PA 19107
 Office: (215) 955-6929 Mobile: (215) 531-3743 David.Ritchie@jefferson.edu<mailto:David.Ritchie@jefferson.edu> Help us Reimagine Jefferson: Make a gift today<https://giving.jefferson.edu/giving/online-giving/giving.html> Support Jefferson on AmazonSmile<https://smile.amazon.com/ch/23-1352651> [cid:image002.png@01D5534E.3FC7F080] The information contained in this transmission contains privileged and confidential information. It is intended only for the use of the person named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. CAUTION: Intended recipients should NOT use email communication for emergent or urgent health care matters. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Ryan Haliday Sent: Wednesday, August 14, 2019 5:59 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Wealth Screening Recommendation WARNING: External Email - This email originated outside of Jefferson. DO NOT CLICK links or attachments unless you recognize the sender and are expecting the email. Hello colleagues, I am on the hunt for a wealth screening tool for our Major Gifts team. I have received a general recommendation from a past consultant that Donor Search and iWave are the two that we should consider. I have also heard that Windfall Data may be worth looking into. Would anyone be able to provide a recommendation for which of these they prefer, or another tool that is the best bang for your buck? Thank you in advance for your input! Best, Ryan Haliday Resource Development Manager International Medical Corps +1 (310) 826-7800 www.InternationalMedicalCorps.org<https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwebmail.internationalmedicalcorps.org%2Fowa%2Fredir.aspx%3FREF%3DHqU1IgwV1iHVZgb88oClnDQE5Yzb3zuWoq4Of03OUo12TUTkc4PTCAFodHRwOi8vd3d3LmludGVybmF0aW9uYWxtZWRpY2FsY29ycHMub3JnLw..&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7C7dafe8e1cdf24a9e013108d7210407f1%7C55a89906c710436bbc444c590cb67c4a%7C0%7C1%7C637014173508717935&sdata=r3MFDIgZiidQIRSFwhyoHHOqtxoehNy9sjgsn3wyK88%3D&reserved=0> First There, No Matter Where