ProspectView
ProspectView® gives users unparalleled access to our online service and electronic screening. We have combined 22 US databases and 210 million+ data records, including the best wealth information and the largest combined database of giving found anywhere in public records. Subscription services let the nonprofit quickly qualify estimated giving capacity and inclination to give. The service includes multiple prospect research tools and support services:
Gift Search is an online tool that provides you with the broadest public view of your prospects' giving interests. This will help you understand a prospect's capacity to give, as well as their specific interests. We have combined regulatory lists of contributors with internet-based donor lists and gift histories from printed annual reports. No other resource makes it this easy and fast to profile your prospects.
Wealth Search is an online tool that provides access to the most respected databases for assets and affiliations. This includes real estate from Lexis Nexis, business profiles by Market Guide, D&B, and CorpTech, SEC Insider stock holdings, transactions and options, nonprofit and foundation affiliations from Guidestar and DonorSeries and more.
The online wealth search conducts multiple simultaneous searches. You can include spouse information, multiple addresses and business/employer information so that you may “cast the net” even more widely. All wealth searches offer a preview mode which give the user a list of the databases where the data has been found. The online tool provides the user with the option of reviewing the detail online or creating a single editable Word document report. The online review of the results gives the user the ability to eliminate obvious mismatches before producing reports and the option of upgrading the match quality for specific details. This means that the report you produce will contain only the data you approve.
Screening will save you months of effort and energy looking up hundreds of individual profiles one at a time. Using our staff and our advanced search algorithms, we guarantee to isolate and verify the accuracy of your best prospects.
Our electronic screening is actually a three step process that balances detailed wealth information, with the broadest search of giving information and with a common sense quality assessment. Virtually all computerized screening algorithms can find information in other databases if the name and address are identical to what you provide. Many of these services can make an educated guess about information that is from a less than exact match. Only ProspectView includes an assessment of your computerized results by a professional prospect researcher. Our assessment of your results eliminates a typical bottleneck encountered by screening users and will accelerate your use of the new prospect data.
AskAnalyzer is the cutting edge solution for estimating gift-ask amounts. By answering key questions about your prospects' giving histories, assets, income, liabilities, and more, you can generate a range of gift-ask recommendations for both annual and major gifts.
What types of gift formulas are included in AskAnalyzer?
- Private company ownership/earnings and revenue
- Venture capitalist/private equity
- Real estate
- Public company insider
- Private foundations
- Liquid assets
- Past estimated net worth
- Liabilities
- Mortgages
- Salary
- IRS demographic salary data
- Giving history internal/external
How should I use AskAnalyzer?
- To develop a new estimated gift capacity rating after I have already researched the prospect or donor completely
- To obtain a sense of gift capacity when I have some data available or have completed some research
- To develop a more accurate gift capacity rating after a wealth screening rating has been assigned by a screening service and I have confirmed information delivered
- To confirm an estimated gift capacity rating I have developed myself
- To confirm an amount I suspect a prospect or donor can give
- To segment an initial group of prospects about whom I have limited information
Why should I use AskAnalyzer?
- To provide a consistent approach to capacity analysis
- Real-time capacity and analysis delivered right through the web
- Allows user input of data for more accurate results
- The only gift capacity tool with inclination and likelihood of additional assets sliders to help determine ask range
- Has more inputs/criteria than any other gift range tool
- Formulas reflect latest giving trends and study data
- Makes gift capacity calculation easy!
We can also reformat your electronic screening results and help you import them into your Donor2, Raiser's Edge, or other fund raising software. Training, implementation and support services are included. At any time during the course of your subscription, we will provide web-based training and telephone support at no extra charge.