Windfall Wealth Data
EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly onto EverTrue profiles. Windfall collects information about your most affluent individuals. When Windfall Wealth Data is added to EverTrue using our integration, we will display the following data on individuals worth over $1 million dollars:
- Household net worth
- Physical assets
- Wealth indicators (like board memberships)
- Philanthropic interests
- Life events
When information has been gathered on an individual, you can find it listed on the Enrichment tab on a record. Windfall data is refreshed each month.
With the Windfall partnership comes new filters for segmenting using Windfall data. All Windfall filters can be found under the Wealth Enrichment section of the filter list. Add these to your favorite Saved Searches!
Windfall wealth data is available for export! Windfall files will be delivered to your exports SFTP directory. Currently, there is no option for exporting Windfall data from the EverTrue platform directly. If you are interested in exporting Windfall Wealth information, please reach out to email@example.com.
Excluding Records from Wealth Screening
Do you have staff records or other sensitive folks that should not display wealth screening data? You may import an opt-out flag via your Constituent file to keep the records restricted. Add a field to your constituent file called Wealth Enrichment Exclude with a Y value for records who should be opted out.
For non-Windfall clients
If you do not have access to Windfall wealth data, you will see the following notice. If you are interested in getting Windfall data, reach out to firstname.lastname@example.org or your Customer Success Manager!