2 min read

4 Ways Windfall Automates Wealth Screening and AI for Bloomerang Users

Kyle Curry

At Windfall, we’re always looking for ways to make nonprofit operations more efficient and effective. That’s why we’re excited to announce a major update to our integration with Bloomerang, a leading donor management software. This enhanced bi-directional integration will automate and streamline wealth screening for nonprofits, enabling them to make smarter, data-driven decisions with ease.

Effortless Wealth Screening for Nonprofits

Windfall has become known as the leading wealth screening partner for nonprofit donor management systems. We understand that nonprofits are constantly balancing the need to raise funds with the need to be strategic and efficient in their operations. Wealth screening, which helps organizations identify potential high-value donors, is one of the most critical steps in any fundraising campaign. However, traditional wealth screening processes can be complex, time-consuming, and often involve managing multiple systems.

That’s why we’ve taken our Bloomerang integration to the next level. With the new enhancements, nonprofits can now automate and streamline their wealth screening process natively within Bloomerang without the need for separate tools or manual file imports. By combining Windfall’s powerful wealth, career, and AI-driven insights with Bloomerang’s robust donor management capabilities, nonprofit teams can focus more on building relationships and less on data management.

4 Key Features of the Enhanced Integration

1. Automated Wealth Screening and AI Workflows

Bloomerang users no longer need to toggle between systems or manage manual file uploads. With the new bi-directional integration, Windfall’s wealth data, career intelligence, and predictive AI flow automatically into Bloomerang profiles, giving nonprofit teams instant access to detailed insights on their donors. Organizations can cast a wide net, screening their entire database on a regular cadence, to find hidden gems that would previously not have been on their radar.

2. Fresh, Accurate, and Timely Data

Development professionals can now find high-potential donors and surface them for outreach with accurate data refreshed on a weekly basis. By eliminating fuzzy matching and taking a deterministic approach to matching methodology, Windfall ensures that organizations can incorporate this data directly into their workflows without countless hours of validation. As donor wealth information evolves, nonprofit teams can stay ahead of the curve.

3. Segmentation Made Easy 

Automatically segment your donors based on net worth, philanthropic history, and other key metrics. This makes prioritizing outreach and building personalized engagement strategies easier than ever. Whether focusing on high-net-worth donor retention, identifying hidden gems, or customizing donor journeys based on wealth and career attributes, Windfall supercharges how organizations segment their constituents and incorporate new communications strategies in their day-to-day prospecting work.

4. Improved Reporting and AI Capabilities

The integration enhances Bloomerang’s reporting capabilities by adding wealth data points directly to donor profiles, allowing it to be incorporated into reporting and making it easier to track fundraising performance and measure success. In addition, Windfall’s Predictive and Generative AI supercharges nonprofit fundraising efforts with streamlined scores and recommendations built for your organization. 

Why It Matters for Nonprofits

In today’s competitive fundraising landscape, organizations need every edge they can get. Studies show a direct correlation between individuals with high net worth and increased giving of major gifts to nonprofits, but frequently, excellent prospects go unidentified. With the enhanced Windfall and Bloomerang integration, nonprofits will have timely and up-to-date access to the wealth, career, and artificial intelligence they need to identify, engage, and cultivate high-value donors more effectively.

Whether you’re looking to improve donor retention, increase major gifts, or better understand your donor base, this new bi-directional integration gives you the tools to do just that—all from within Bloomerang’s user-friendly platform.

How to Get Started

If you’re already using both Windfall and Bloomerang, the enhanced integration is available to you right now. We’d love to show you how our wealth data, career intelligence, and AI can supercharge your fundraising efforts. Request a demo to learn more here or register for our upcoming webinar. Setting up the bi-directional integration is simple. Our dedicated support team is here to assist you through the implementation process and answer any questions you may have. 

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