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New to DonorSearch?

Check out these first year experience courses to get a jump start. This 4-part webinar series was created specifically for new users of DonorSearch, or anyone who would like to start from the beginning with a recommended training program* 

*These webinars are not required and can be taken in any order.
Coming Soon: Take a quiz to test your knowledge after completing all 4 – pass and you’ll win a gift card!

TITLE DATE START TIME REGISTER
First Year User: Part 1 - Orientation
Join this orientation to learn about who DonorSearch is, the value we bring our clients, and how Prospect Research is essential to your organizations' success. (this is an introduction, not a training on how to use the tool).
March 6, 2019 3:00 PM EST REGISTER
First Year User: Part 2 - Integrated Search & Detailed Profile
Join us for an in-depth review of our Detailed Profile! You'll also learn tips for using the Integrated Search tool to build powerful profiles.
March 13, 2019 3:00 PM EST REGISTER
First Year User: Part 3- Tour of the Totals Table
Join us for an in-depth review of our Totals Table. Learn the basics of accessing and understanding your screening results to quickly zero in on your best prospects using key markers of philanthropy and wealth.
March 20, 2019 3:00 PM EST REGISTER
First Year User: Part 4- Major Gift Officer Segmentation
Join us for an in-depth tutorial on using the My Portfolio tab to access your screening results, and get an introduction to our segmentation tool- The Totals Table. (We recommend attending this webinar prior to scheduling your screening review).
March 27, 2019 3:00 PM EST REGISTER

Current Webinars

See a Webinar you’d like to attend? Simply click REGISTER to register. If you’re interested in attending one of our Flash Classes, you can find a a calendar of upcoming classes here.

ProspectView Online Tools Training

Whether you’ve just signed up or have been a life-long user of DonorSearch, join us as we provide a hands-on demonstration of each tool offered with your online subscription. Learn how and why you should utilize Gift Search, Prospect Generator, Integrated Search and so on for your day to day needs and get the most use out of your account.

TITLE DATE START TIME REGISTER
ProspectView Online Tools Training March 8, 2019 4:00 PM EST REGISTER
ProspectView Online Tools Training March 14, 2019 11:00 AM EST REGISTER
ProspectView Online Tools Training March 22, 2019 11:00 AM EST REGISTER
ProspectView Online Tools Training March 25, 2019 3:00 PM EST REGISTER

Annual Giving Prospect Identification

What are the key markers of an Annual Giving Prospect? How can we leverage batch screening results to surface key indicators of donor loyalty, capacity and giving interests? By applying industry accepted concepts about annual donor characteristics in combination with screening data, this webinar will show how you can efficiently target the prospect pools with the greatest potential for sustained support.

We will cover the key indicators of annual giving potential and how DonorSearch calculates an Annual Fund likelihood score using internal and external variables to identify prospects or donors that are most likely to give through an annual fund campaign. You will discover how to refine their screening results and build robust and actionable Annual Fund prospect portfolios using your screening data.

TITLE DATE START TIME REGISTER
Annual Giving Prospect Identification March 12, 2019 3:00 PM EST REGISTER

Assessments Training

DonorSearch is the only prospect research company that hand verifies your top prospects. Learn more about our assessment process, how to customize, edit and verify your profiles all on your own!

TITLE DATE START TIME REGISTER
DonorSearch Assessments Training March 11, 2019 3:00 PM EST REGISTER

Benefits of Unlimited Screenings

This is an industry first: unlimited screenings for one set price. These are full wealth and philanthropic screenings, including demographic data. For large organizations, organizations whose donor list grows throughout the year, or organizations who aren’t sure how many donors/prospects they’ll want to screen, DonorSearch’s unlimited screening option offers real value.
Learn how it works and how it can benefit you.

The Detailed Profile

DonorSearch compiles some of the most comprehensive philanthropic & wealth data in the industry. Learn how to prioritize the data, navigate more effectively and uncover some fun tips & tricks. You do not want to miss this webinar!

Major Gifts Training

Join us for one of our favorites! In this webinar, you’ll learn about the six identifying predictors of a Major Gift Prospect. It will also include a live demonstration on how you can use this information with your DS results.

TITLE DATE START TIME REGISTER
Major Gifts Training March 7, 2019 1:00 PM EST REGISTER

First Year Users

This 4-part webinar series was created specifically for new users of DonorSearch, or anyone who would like to start from the beginning with a recommended training program*.
*These webinars are not required and can be taken in any order. Coming Soon: Take a quiz to test your knowledge after completing all 4 – pass and you’ll win a gift card!

TITLE DATE START TIME REGISTER
First Year User: Part 1 – Orientation
Join this orientation to learn about who DonorSearch is, the value we bring our clients, and how Prospect Research is essential to your organizations’ success. (this is an introduction, not a training on how to use the tool).
March 6, 2019 3:00 PM EST REGISTER
First Year User: Part 2 – Integrated Search & Detailed Profile
Join us for an in-depth review of our Detailed Profile! You’ll also learn tips for using the Integrated Search tool to build powerful profiles.
March 13, 2019 3:00 PM EST REGISTER
First Year User: Part 3- Tour of the Totals Table
Join us for an in-depth review of our Totals Table. Learn the basics of accessing and understanding your screening results to quickly zero in on your best prospects using key markers of philanthropy and wealth.
March 20, 2019 3:00 PM EST REGISTER
First Year User: Part 4- Major Gift Officer Segmentation
Join us for an in-depth tutorial on using the My Portfolio tab to access your screening results, and get an introduction to our segmentation tool- The Totals Table. (We recommend attending this webinar prior to scheduling your screening review).
March 27, 2019 3:00 PM EST REGISTER

New Profile vs. Legacy Profile

If you’ve been reluctant to use our new profile, this webinar is for you! Join us for this featured class and we’ll show you how you can make the switch in a stress-free way…it’s going to be easier than you think!

TITLE DATE START TIME REGISTER
New Profile vs. Legacy Profile March 18, 2019 3:00 PM EST REGISTER

The Power of Segmentation and Keyword Search

Learn how to segment screening results, effectively prioritize search results, and go beyond the standard column and filter while working alongside our client support team!

TITLE DATE START TIME REGISTER
The Power of Segmentation and Keyword Search March 5, 2019 3:00 PM EST REGISTER