PHILANTHROPIC REVIEW

PHILANTHROPY, WEALTH & ANALYTICS AT YOUR FINGERTIPS.

Enter information that identifies a prospect, and Integrated Search will generate a comprehensive report that outlines virtually all of your prospect’s important wealth and philanthropic information. Receive demographic information including hobbies, employment, credit scores, ethnicity, date of birth, phone numbers and email addresses, a charitable giving database of 180+ million records, including income, real estate, relationships with other nonprofits and publicly held companies, stock transactions, Wealth X database INCLUDING

PROSPECT GENERATOR

FIND DONORS WHO HAVE GIVEN TO A CERTAIN ORGANIZATION OR TYPE OF NONPROFIT.

The Prospect Generator is an easy means of increasing your prospect list by highlighting new prospects interested in your cause. Results include identified donors who have contributed to the researched area.

PLANNED GIVING PROSPECT IDENTIFICATION

FIND THE DONORS WHO WILL LEAVE YOU A LEGACY.

Finding donors who plan to make sizeable bequests to your organization is very different from identifying the donors who can make major gifts.
According to surveys, 40% of all planned giving donations come from donors who have not given large gifts in the past and are unknown to the organization’s development officers.
PGID uses sophisticated modeling and analytics to identify the donors who are most likely to support your organization with a substantial legacy gift.
Want to find out more about a donation or an organization? Links to outside information make it easy to do additional research or export data for further analysis or reporting.

Want to find out more about a donation or an organization? Links to outside information make it easy to do additional research or export data for further analysis or reporting.

PLANNED GIVING PROSPECT IDENTIFICATION

IN REAL- TIME ANALYTICS .

Ability to query and sort screening results based on multiple data sets, including: ratings, state, giving capacity, wealth capacity, real estate, customized user fields, giving categories, and more.
Donors’ charitable gifts to other nonprofits will be sorted and organized by the nonprofit description type. Graphical representations are presented in detailed profiles.
Relationship mapping for each prospect.
Analytics and rankings are included for each prospect including an annual gift score, planned gift score, and major gift score.
Editable and detailed profiles are included with the option for user customization.
Capacity estimates based on giving and wealth components are included for each prospect.
Free training/reference manuals.

HIGHLIGHTS

• Ability to query and sort screening results based on multiple data sets, including: ratings, state, giving capacity, wealth capacity, real estate, customized user fields, giving categories, and more.
• Donors’ charitable gifts to other nonprofits will be sorted and organized by the nonprofit description type. Graphical representations are presented in detailed profiles.
• Relationship mapping for each prospect.
• Analytics and rankings are included for each prospect including an annual gift score, planned gift score, and major gift score.
• Editable and detailed profiles are included with the option for user customization.
• Capacity estimates based on giving and wealth components are included for each prospect.
• Free training/reference manuals.

Our Most Popular Bundle: 1,000 Records Batch Screening:

DonorSearch’s wealth screening provides the most detailed and accurate wealth and philanthropic profiles in the industry. Our approach of screening for philanthropy and wealth allows you to identify the capacity and inclination of your current donors. With our batch screening service, you can independently submit lists of prospects at any time over your contract term.
• One-Click detailed profiles for all records.
• In-depth philanthropy and wealth analytics to identify propensity and capacity to give.
• Secure delivery of results via Online tool.

FIND THE DONORS WHO WILL LEAVE YOU A LEGACY.

• Ability to query and sort screening results based on multiple data sets, including: ratings, state, giving capacity, wealth capacity, real estate, customized user fields, giving categories, and more.
•  Donors’ charitable gifts to other nonprofits will be sorted and organized by the nonprofit description type. Graphical representations are presented in detailed profiles.
•  Relationship mapping for each prospect.
•  Analytics and rankings are included for each prospect including an annual gift score, planned gift score, and major gift score.
•  Editable and detailed profiles are included with the option for user customization.
•  Capacity estimates based on giving and wealth components are included for each prospect.
•  Free training/reference manuals.

1,000 Records Batch Screening:

The NPOAuthority’s prospect research Tools / wealth screening provides the most detailed and accurate wealth and philanthropic profiles in the industry. Our approach of screening for philanthropy and wealth allows you to identify the capacity and inclination of your current donors. With our batch screening service, you can independently submit lists of prospects at any time over your contract term.
• One-Click detailed profiles for all records.
• In-depth philanthropy and wealth analytics to identify propensity and capacity to give.
• Secure delivery of results via Online tool.