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Using Windfall Wealth Data

  • updated 4 mths ago

EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly into EverTrue! Windfall collects information about your most affluent individuals. This information is viewable directly within individual constituent profiles, easily filterable, and available for export. 

When Windfall is integrated into EverTrue, we will display the following data on individuals worth over $1 million:

  • Household net worth
  • Physical assets (e.g. boat, plane, multiple properties)
  • Wealth indicators (e.g. board memberships)
  • Philanthropic interest (for additional information on these interests, check out this article)
  • Life events (e.g. recent mover)
  • Last noteworthy change date (i.e. the date of the last refresh in which we found a meaningful difference in data)
  • Wealth enrichment last update date (i.e. when your Windfall data was last updated)

This information can be found on the Enrichment tab of a constituent profile, and is refreshed on a monthly basis.

If you do not have access to Windfall wealth data, you will see an indicator of this within the Wealth and Assets section of a constituent's Enrichment tab. Reach out to genius@evertrue.com or your Customer Success Manager if you are interested in getting Windfall data!

If 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 record restricted.

The Windfall partnership brought with it newly-created filters for segmenting using Windfall data. Almost all Windfall filters can be found under the Wealth Enrichment section of the filter list (the Interests filter capturing philanthropic interests can be found under the Donor Info section).

Access these filters by heading to your Constituents tab in the left-hand navigation bar and searching Wealth Enrichment in your Filters dropdown.

When exploring these filtering options, consider adding search results to your favorite Saved Searches! You can even add four of the Wealth Enrichment filters to your table view by customizing your columns. Please note that the Wealth Enrichment Last Update Date filter pulls from the Last noteworthy change date found in the Enrichment tab of a constituent profile. 

Windfall data is available for export! Windfall files can be downloaded directly from the EverTrue platform by opening the User Menu dropdown located in the top-right corner of your EverTrue platform, selecting Settings, and clicking the Export Data tab. Look for the Wealth Enrichment file and click the download button. You can view an example export of this file here.

Please note only EverTrue owners/admins will have access to the Export Data section under settings. If you are an account user and require this information, please reach out to your account owner.

For any other questions reach out to the Genius Team at genius@evertrue.com.

 

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