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DonorSearch: Prospect Research Services

DonorSearch provides comprehensive data on a donor’s wealth, then goes beyond to assess both their capacity to give and, based on their giving history, how likely they are to give larger gifts to you. This information is integrated with DonorPerfect so you can identify greater giving potential and capacity in either your current database or from an acquisition list.

With prospect research, you can:

  • Identify major gift donors
  • Target solicitations to appropriate constituents
  • Gauge how much money to “ask” for
  • Save time and campaign costs
Fundraising Prospect Research Services & Tool: DonorSearch with DonorPerfect Fundraising Software maximizes fundraising success.

The DonorSearch Difference:

Instead of assuming a prospect will be philanthropic because they are wealthy, DonorSearch looks for prospects who are known for their philanthropy first, and wealth second. This proven methodology is based on extensive research that shows a qualified Major Gift prospect’s top characteristics are philanthropic driven: giving to your nonprofit and giving to other nonprofits.

DonorSearch has enabled us to increase cash and pledge donations, as well as our major gift prospects’ involvement with the College, such as identifying potential board members or development committee volunteers. We were able to quickly realize a single pledge of $50,000 from a former board member previously giving $10,000 a year!

Marialice Stanzeski
Director of Development and Alumni Relations

ProspectView Screening

ProspectView Screening includes a unique 5 step process, which uncovers those who best fit the characteristics of a major gift prospect.

  1. RFM Analysis – An internal analysis of the relationship between the prospect & your nonprofit.
  2. Philanthropic Review – A top to bottom philanthropic review on every prospect submitted.
  3. Wealth Review – Top to bottom wealth review.
  4. Assessment Process – Verification of the data by a prospect researcher increases the accuracy of the data & saves you time.
  5. Extended Analytics – Combination of internal & external giving information for easy to comprehend scores.
    • Annual Fund Likelihood
    • Major Gift Likelihood

What’s Included:

The following is included to help you focus efforts on those who have a proven philanthropic history, an inclination to give, and have the capacity to give.

  • Complete philanthropic review of all records submitted
  • Complete wealth append on all records submitted
  • Likelihood scores for each record submitted
  • Assessments & verification of the data conducted by prospect researchers
  • Interactive Totals Table Summary Report linking to your prospect’s profile
  • Executive Summary Report
  • Analytics for each prospect, including an Internal RFM Ranking, External Philanthropic and Wealth Ranking, Planned Gift Score, Major Gift Score & Annual Fund Score
  • Prospect Rankings that incorporate prior philanthropic activity
  • Prospect Rankings that incorporate current wealth & asset markers
  • Color coded results for easy understanding
  • Personal delivery (via GoToMeeting) & training of the results at no additional charge
  • Integration of data into DonorPerfect

ProspectView Online

A ProspectView Online subscription is a quick way to find information regarding your donor’s philanthropic history and wealth affiliation. Databases include philanthropic information, wealth information, and now INSTANT and SPECIFIC annual report references regarding your donor’s history and involvement with other nonprofits.

What’s Included:

  • DonorPerfect’s integration enables you to click a button within a donor’s record and bring up their charitable giving and wealth information.
  • Unlimited access to Integrated Search, Gift Search, Wealth Search, Prospect Generator & Ask Analyzer
  • The ability to search for philanthropic and wealth information regarding individuals, businesses, and/or foundations
  • Access to philanthropic databases, which include printed annual report data, online sources & political giving
  • The ability to filter giving results by donor name, geographical location, gift amounts, interests & other keywords
  • The ability to create and customize your own “ask” amounts using a Custom Giving Capacity Calculator
  • The ability to search for donors of other nonprofits
  • The ability to search a prospect’s wealth affiliations, board affiliations, nonprofit affiliation, & biographical data