Neon One and Windfall Partner to Help Nonprofit Organizations Prioritize and Manage Affluent Constituents

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Leaders in nonprofit organization and fundraising solutions partner to build a unique integration for identifying, prioritizing and managing affluent donors, saving time and resources

Windfall
Having current wealth indicators helps us target our efforts and customize our communications. The integrated offerings will save us time on importing and exporting data. - Katie Norton, Ulman Foundation

Neon One, the leading platform in software and services for social good organizations, is partnering with Windfall, the leading provider of actionable wealth data, to help nonprofit fundraisers to connect with their most promising affluent existing and potential donors. Windfall has also been named Neon One’s 2020 Integration of the Year.

With this partnership, Neon One introduces a unique integration to deliver Windfall’s precise net worth data for high net worth households in the US via an always on two-way integration. The data is pulled into Neon CRM and updated regularly for the most up-to-date information to power fundraising teams. In addition to household net worth, the integration allows Neon CRM to present multiple wealth indicators and insights within individual profiles. Windfall is now Neon’s exclusive wealth screening reseller partner.

Nonprofit organizations, foundations and educational institutions spend countless resources searching for the right constituents to give to their organizations. As organizations expand across multiple channels and grow their constituent databases, fundraisers find it increasingly difficult and costly to find, track and connect with their highest potential donors. Neon One and Windfall provide a unique platform with best-in-class, accurate data to empower nonprofits to identify and prioritize the right supporters to connect with, inside an easy-to-use UI.

“The vast majority of nonprofits are trying to understand how three to five different databases connect together to even understand who their donors are, let alone who they should prioritize,” says Neon One CEO, Michael Farb. “With our partnership with Windfall, Neon CRM clients will now have the most up to date information at their fingertips to make critical decisions around donor acquisition and retention strategies.”

Neon CRM helps nonprofit organizations to bring in unique Windfall data directly into CRM records, allowing fundraisers to easily understand who their constituents are. Combined with Windfall’s unique wealth-related triggers, such as philanthropic giving, political affiliation, and boat and plane asset ownership, the integration powers data-driven decisions, fundraising efforts, and workflow automation.

“Gaining actionable intelligence on constituents is always a challenge, and wealth data in particular is complex and changes rapidly as markets and donor profiles change,” says Arup Banarjee, CEO of Windfall. “We’re excited to partner with Neon One so that more organizations have seamless access to the right data in near real time. Our integration with Neon empowers fundraisers to make data-driven decisions and more efficiently understand and engage their constituents.”

This partnership has already empowered organizations like the Ulman Foundation, a longtime client of both Neon One and Windfall.

"We're really excited to take advantage of this new integration," commented Katie Norton, Senior Director of External Relations at the Ulman Foundation. "Having current wealth indicators helps us target our efforts and customize our communications. The integrated offerings will save us time on importing and exporting data, and we can't wait to use the new philanthropic focus indicators to further focus our efforts."

This integration will be available in the coming month. For customers who want to add net wealth data into their Neon CRM, the option will be available to easily access and view Windfall data within their dashboard. With weekly updates, and no limits on screening frequency, fundraising teams will have near-immediate, up-to-date access to critical fundraising data. Teams can also download the regularly refreshed raw Windfall data for additional use within their organizations and other business intelligence tools.

ABOUT NEON ONE
Neon One provides nonprofits and social good organizations with unified tools and services they need to help fulfill their mission. The team works hard to help social good organizations raise more money and build sustainable, long term growth with software, services, and resources. Their products support the range of nonprofit operational needs, from fundraising and donor management to program operations and financial reconciliation.

Neon One offers a complete suite of products all designed to help nonprofits grow and build sustainable revenue. Learn more about the products including Neon CRM and more, at https://neonone.com.

ABOUT WINDFALL
Founded in 2016, Windfall is on a mission to determine the net worth of everyone on the planet. The company serves organizations by providing actionable consumer financial data that is refreshed on a weekly basis. More than 500 organizations use Windfall to identify and engage their most promising constituents. Windfall is based in San Francisco and backed by Bullpen Capital, Bonfire Ventures, Industry Ventures, TenOneTen Ventures, ValueStream Ventures, and Auren Hoffman. Visit http://www.windfalldata.com for more information.

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Linda Yuan
Windfall
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