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Vendor question

  • 1.  Vendor question

    Posted 14 days ago

    Good morning,

     

    We got an ad for data analytics services with Windfall. I am curious if others have used them and if so, was it worth the investment?

     

    Thank you!!

     

    Adriana Bitoun

    Director of  Strategic Advancement Resources

    (ST.A.R)

    U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION

    247 King George Street

    Annapolis, MD 21402

     

    p. 410-295-4150

    m. 562-805-8815

     

             

     

     



  • 2.  RE: Vendor question

    Posted 14 days ago
    Hi, Adriana - we have used them. The information they provided was very basic. They ran our database through their algorithms and told us the net worth of anyone worth $1M or greater. Helpful because we know that x donor is worth $1M; not helpful because that's all the information provided. Also not helpful because - what is someone's net worth is $950K? 

    We do find net worth a valuable data point, but I think there are other vendors out there that provide more comprehensive information.

    Best,
    Angi





  • 3.  RE: Vendor question

    Posted 14 days ago
    Hi Adriana,

    We used Windfall in 2018-2019 when they were just starting out but I canceled the contract pretty quickly. I did not find their services to be helpful, their reports were not thorough, and the data retrieval tool was clunky. For example, their reports did not pick up some prominent parents in our community (CEOs of the biggest tech companies in the SF Bay Area) and they never had good explanations as to why their reports were incomplete.

    Vidya

    --

    Vidya Kagan

    Menlo School

    Development Office

    50 Valparaiso Avenue

    Atherton, CA 94027

    Office: 650.330.2044
    Cell:  650.722.2124
    www.menloschool.org






  • 4.  RE: Vendor question

    Posted 14 days ago

    Thank you Vidya, this is really helpful

     

    Adriana Bitoun

    Director of  Strategic Advancement Resources

    (ST.A.R)

    U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION

    247 King George Street

    Annapolis, MD 21402

     

    p. 410-295-4150

    m. 562-805-8815