To secure major gifts for your nonprofit, you need an intentional strategy built on a foundation of accurate, actionable data. This is where DonorSearch’s wealth and philanthropic screening solution comes in!
Our prospecting tools bring together your organization’s donor data, external information sources on wealth and charitable giving, and AI-driven predictive modeling. This way, we can provide you with the most comprehensive insights that help your nonprofit achieve its fundraising goals.
What is Wealth and Philanthropic Screening?
Wealth and philanthropic screening—also known as prospect research, prospecting, or screening—is the process of researching and evaluating individuals to identify existing and potential donors who would be able and willing to make large contributions to your nonprofit.
While traditional wealth screening only tells you about donors’ giving capacity, DonorSearch’s comprehensive platform also surfaces insights related to charitable tendencies and affinity for your mission. This approach provides a more complete picture of who your donors and prospects are and how they might contribute to your cause.
The DonorSearch Wealth & Philanthropic Screening Advantage
DonorSearch leads the industry with its prospect research platform and nonprofit AI tools that enhance the wealth and philanthropic screening process. Here are just a few of the many reasons to consider working with us!
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Access to the world’s largest philanthropic database
1DonorSearch’s database contains more than one billion data points from over 40 trusted sources. All your organization has to do is provide us with your donors’ information, and we’ll compare that information to our data to bring you fresh insights into your major giving candidates.
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DonorSearch Ai
2The most advanced machine learning solution designed for nonprofits, DonorSearch Ai uses patterns in wealth and philanthropic screening data to create predictive models that show your organization which donors are most likely to respond, contribute, and become loyal supporters. We also offer a lite version of DonorSearch Ai, Enhanced CORE, if your organization is just getting started with applying predictive analytics to major donor outreach.
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ProspectView Online 2 reporting
3ProspectView Online 2 (PVO2) is our easy-to-use prospect generator solution that allows you to search, analyze, and organize your findings. Discover critical details about potential donors’ wealth and charitable inclinations, then create generative AI-powered prospect reports to summarize key insights so you can reference them during the cultivation process.
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Prospect verification
4DonorSearch is the only platform of its kind that will manually verify results to maximize screening accuracy. Plus, our team of experts will also review any records you select to ensure your organization reaches out to the individuals who are truly its top prospects. We go above and beyond to help you raise more while working smarter, not harder!
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Industry-leading accuracy rates
5Our proprietary algorithm and datasets provide your organization with actionable data that has an accuracy rate of 90-100%—the highest in the industry! Plus, the information in our database is updated weekly, so you can be certain you’re getting the most current information on each potential donor.
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40+ platform integrations
6Besides being the largest philanthropic database on the market, DonorSearch’s screening solution is also the most widely integrated. You can connect our platform directly to many popular fundraising tools and nonprofit CRMs to ensure seamless data transfer and give your team everything they need, exactly where they need it.
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7. Best-in-class client support
7DonorSearch’s customer service team is happy to help you at any point in the screening process. Each organization is assigned a dedicated client success manager who will answer all of your questions and work through any issues that arise within 24 hours. We also have many educational resources (webinars, downloadable content, blog posts, etc.) available for you at all times to help you make the most of your screening experience.
Our Wealth and Philanthropic Screening Services in Action
DonorSearch has everything your nonprofit needs to level up its prospect research and, ultimately, its major giving program. But don’t just take our word for it—check out this video to learn how the Wildlife Conservation Society added 800 new prospects to its major donor pipeline per year by screening with DonorSearch!
“We have found a tremendous amount of value in what we already had in our database. DonorSearch provides really wonderful content and data to look at what you have…in your universe of prospects.” – Geoff Klein, Assistant Director of Prospect Research, WCS
Frequently Asked Questions About DonorSearch’s Wealth & Philanthropic Screening Solution
DonorSearch’s screening approach focuses on surfacing three types of donor insights, also known as markers or indicators. Here are a few examples of the information that might fall into each category of markers:
- Capacity indicators: Real estate ownership, stock holdings, business affiliations, and political giving history
- Philanthropic indicators: Past donations to your nonprofit or other similar organizations
- Affinity indicators: A connection to or passion for your mission, a history of non-donation nonprofit involvement (volunteering, event attendance, board service, etc.), and relevant personal information (e.g., interests and values).
An individual needs to exhibit indicators in all three categories to be considered a viable prospect for your nonprofit. Capacity indicators show wealth and giving ability, philanthropic indicators demonstrate general charitable tendencies, and affinity indicators suggest that a donor would want to support your specific organization.
Historically, wealth screening has prioritized giving capacity above all else when trying to identify potential major donors. However, just because someone can make a large charitable contribution doesn’t mean they’ll want to do so at your particular nonprofit. DonorSearch takes prospects’ willingness to give into account along with their ability to provide a complete picture of each donor’s potential, which is why we refer to our process as wealth and philanthropic screening.
DonorSearch Ai (as well as our other AI-driven solutions, Enhanced CORE and PVO2) is a supplement to our foundational wealth and philanthropic screening solution. Our prospect research platform uncovers donor insights; our predictive modeling tools analyze that information and suggest next steps; and our prospect reporting solution summarizes key data found via screening.
The data in the DonorSearch database comes from more than 40 verified sources, ranging from SEC and FEC records to published nonprofit annual reports. All information is publicly available, and we prioritize security and ethics across all of our solutions to keep your organization’s and donors’ data safe during screening.
