Send us your donor lists in Excel, and we’ll screen them to provide you with detailed wealth and philanthropic profiles—everything you need to know. Our dual-screening approach predicts your donors’ capacities and their likelihood to give, making your fundraising efforts more effective. Whether your list is large or small, we handle it all, with results delivered through the NPO AUTHORITY portal. Our service includes a free manual review of your top prospects by our in-house research specialists, ensuring industry-leading accuracy. This means less time qualifying and more time cultivating your top donors.

PLANNED GIVING SCREENING

Finding major gift donors and planned giving donors are two different tasks. Surveys reveal that 40% of planned giving donations come from donors who have not given large gifts in the past and are unknown to the organization’s development officers. Planned Giving Prospect Identification (PGID) uses sophisticated modeling and analytics to identify donors who are most likely to support your organization with a substantial legacy gift. When back-testing a pool of 14,000 known donors, PGID identified 84% of the known planned donors. The NPO AUTHORITY/ DonorSearch’s PGID rating indicates the likelihood to give a bequest on a scale from most to least likely.

The NPO AUTHORITY has teamed up with DonorSearch to offer you a suite of online tools to support your prospect research needs. Whether you’re conducting a grateful patient program, pledge drive, or other fundraising campaign, this powerful online software provides the tools you need when you need them.

PROSPECTVIEW PLUS

Get the most detailed wealth and philanthropic profiles in the industry for every prospect you search. Filter searches to zone in on the best prospects. Perform searches on your mobile device. Our thorough reports detail:
• Traditional wealth markers to predict a prospect’s giving capacity
• Prior philanthropic giving, including year, amount, type, recipient, and other data in order to predict a prospect’s inclination to give
• Nonprofit affiliations

INTEGRATED SEARCH

Enter identifying information to receive data-rich comprehensive reports on prospects in mere moments.

With DonorSearch’s integrated search feature, you just enter your donor’s name, and it generates a detailed 20-page report. This report includes:

Political donations
Boards they sit on
Real estate holdings
Age and work information
Phone numbers and demographics
Connections to other people and organizations
Basically, you’ll know everything about them and their associations.

MY PORTFOLIO

Sort and analyze your data with this powerful reporting tool. Each researched prospect is automatically added to your portfolio for the convenient retrieval of information.

My Portfolio allows you to:
• Display an unlimited number of records
• Customize your search with an array of filters
• Experience fast searches and loading times to receive data when you need it
Your list of donors can be sorted and filtered according to various categories of information, as well as exported for further reporting and analysis. Links allow you to view individualized reports, such as those returned by Integrated Search, so you can pinpoint the data you need in seconds.

PROSPECT GENERATOR

Comedian and actor Milton Berle once said, “If opportunity doesn’t knock, build a door.” We say build a new batch of prospects. Discover new prospects on the donation lists of similar organizations. Organizations can be similar in mission, location, or other factors.

In addition to identifying the loyal donors of other nonprofits, you can:
• Research fundraising efforts by other organizations both to see how you compare and to complete a strategic review of your development goals.
• Find out more about a specific donation or organization.
• Research and export data for further analysis or reporting.
• Search by zip code and distance.
• Receive income and asset information for organizations.
• Use advanced search to search by year(s).

EXECUTIVE ANALYSIS

The amount of data provided by prospect research can be overwhelming, but this visualization tool makes it easy to understand your prospects at a glance without sacrificing important details.

Executive Analysis delivers visualized summaries of your prospect list as a whole, according to loyalty, philanthropy, and wealth, so you’ll see:
• Giving potential of your donor list
• How much giving you’re capturing from that list
• Organizations and causes that your donors support
• Political causes supported by donors
• Likelihood of giving a major gift
• Other information, depending on your development strategy
From pie charts to bar graphs, Executive Analysis makes it simple to understand your donors as a group, so you can make better-informed fundraising decisions.