Seamless integrations Get all your programs and facts Functioning collectively. WealthEngine integrates immediately into your techniques and procedures, bringing the strength of our data ideal to your CRM.

This one of a kind assistance presents remote administration of the account and/or screening — by a seasoned prospect researcher — and periodic assessment within your effects, approach and targets.

Users can discover a prospect’s – or present purchaser’s – wealth, from belongings and earnings to charitable contributions and stocks. The info is easy to work with and available where ever it’s desired. And it quickly integrates with users DMS and CRM units.

Donorly’s prospect research guidebook gives an example of how prospect research can help with this method. Maybe you work for an animal rescue that’s aiming to use money campaign funds to develop its amenities to deal with more adoptable pets.

Information transparency and precision: The System offers the resources from wherever it gathered each bit of information for precision and authorized verification. 

Professionals: DonorSearch is the greatest wealth screening Resolution in the marketplace. It will make each individual phase of the research approach a lot easier. We enjoy that it offers us with information, which includes providing history to evaluate donors precisely.

A complete wealth screening employs wealth indicators to rate a prospect’s capacity but in addition takes advantage of charitable providing historical past and affinity to fee a prospect’s propensity and affinity to provide.

Your prospect research almost certainly may have unveiled information regarding the place your prospective donors are utilized. This read more data helps you to discover people that operate for corporations offering matching gift plans—company philanthropy programs where by companies match donations that their staff make to nonprofits. 

Prospect lookup: The platform lookups by website a lot of community data to collate and present you with wealth facts like previous providing information, nonprofit affiliations, giving potential, etcetera. 

With information on here above 90 million specialists, this donor prospect research Resource is Probably the most thorough databases on donor relations.

Professionals: We like this software's user-friendliness. We rely upon it for managing and screening prospects. click here We've tried out applying other similar software and this a single genuinely stands out.

You will discover a huge amount of online databases together with other sources of knowledge to sift via, so it is vital to equip your researchers get more info with the proper applications.

The prospect research approach may help you detect those Using these features, so as to begin the connection-setting up system, equally as you'll with key donor prospects.

Your prospect research provides you with a head begin in this method by assisting you detect business people and CEOs to cultivate.