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DonorSearch Online Tools Training

Join us for a hands-on demonstration of our online tools and learn how to get the most out of DonorSearch.
onlineTools

What’s New at DonorSearch

We’ve added many of your most requested features to new versions of our screening and prospect research tools. Learn about new sorting, filtering and reporting capabilities and get even more out of DonorSearch.
Whats-new

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Data Manipulation

Learn how to do custom exports, use segmenting and filters, and edit profiles.
manipulation

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DonorSearch Major Gifts Training

Use DonorSearch’s prospect research tools to identify the best major gift donors on your prospect list.
major gifts

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DONORSEARCH DATA: BEST PRACTICES

Planned giving donors are very different from other major donors. Use this info to identify and qualify your strongest planned giving prospects and start the conversation.
bestpractices

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Assessments Training

We’ve added many of your most requested features to the newest version of our online tools. Learn how to use our new sorting, reporting and filtering tools and make your life easier.
assessment

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New to DonorSearch? Start Here!

Go from newbie to Ninja, whether you’re new to prospect research and development or just new to DonorSearch.

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DonorSearch FAQs

Get answers to the most Frequently Asked Questions. Live walkthrough for the more complicated answers.
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Turn Call Reluctance Into Call Enthusiasm
Why do the folks in your development office procrastinate when they have to make an initial phone call to a prospective major donor? Why do they tell themselves, “I need to do a little more research first?” Or, “I need to write out what I’m going to say?” Or even, “This can wait until tomorrow. Or the next day?”
In this Flash Class, Ellen Bristol of the Bristol Strategy Group will outline seven critical steps that can turn reluctant callers into development officers who call with confidence.

This Flash Class qualifies for 1 CFRE CE point.

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