Integrated Wealth Screening and Prospect Research
Just because someone’s wealthy doesn’t mean they’re a major donor.
That’s why DonorSearch goes beyond the basics of prospect research by recommending prospects who are known for their philanthropy first and their wealth second.
DonorSearch integrates with DonorPerfect, so you can pull donor records from your DonorPerfect system and screen them . All wealth and philanthropic data discovered by DonorSearch instantly flows back into your donor records in DonorPerfect.
- Identify major donors
- Target tailored major gift solicitations to the right constituents
- Gauge the appropriate ask amount
- Save time and campaign costs
Discover Major Donors With 2 Ways to Screen
Automated Batch Prospect Screening
Screen any number of donors in a single batch with a unique 5-step process that does the work for you!
Step 1: RFM Analysis – An internal analysis of your nonprofit’s relationship with each prospect in the batch
Step 2: Philanthropic Review – A complete philanthropic review of every prospect in the batch
Step 3: Wealth Review – A complete wealth review of every prospect in the batch
Step 4: Assessment Process – A prospect researcher verifies your data, increasing its accuracy and saving you time
Step 5: Extended Analytics – Internal and external giving information is combined and translated into easy-to-understand scores that measure the likelihood of prospects in the batch donating major gifts or contributing to an annual fund
Accurate Records at Your Fingertips
ProspectView online activates a button within DonorPerfect for quick one-click access to the prospect information. Find prospects and research both traditional wealth markers and philanthropic activity, including:
- Wealth information that shows ability to give
- Philanthropic activity that shows past giving, including year, amount, type, recipient, and other data
- Nonprofit affiliations
- Additional prospects to solicit via the Prospect Generator
The DonorSearch Deal: It’s Better When You Bundle!
Benefit from the ability to screen in batches and one-off records as needed when you bundle DonorSearch ProspectView Screening and ProspectView Online. Plus, you’ll save big on both!
If you prefer to use only one of the two services, your account manager can provide you with individual details and pricing.