donorsearch overview

DonorSearch was founded in 2007 with one goal: to provide more accurate, more

comprehensive, more actionable data to help nonprofits of all types achieve better fundraising

and outreach results. Using proprietary philanthropy databases and algorithms, as well as

tens of millions of records from public databases, we provide reports manually verified by

in-house prospect researchers that combine past philanthropic activity and traditional

markers. The result: you not only know each individual’s capacity for giving, but also the

likelihood of each prospect supporting your mission.

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[email protected] 410-670-7880 www.donorsearch.net

DonorSearch Products ProspectView Screening

ProspectView Plus

Daily Patient Screening

Planned Giving Identification (PGID)

Data Appends

Why Choose DonorSearch?

We Care

Unlike other companies in the industry, DonorSearch is in business for one reason: to help

your nonprofit achieve its mission. We are passionate about improving your fundraising

efforts so that your organization can grow.

We Start with Proven Philanthropy

DonorSearch is the only prospect research company that starts with proven philanthropy to

provide more accurate, more comprehensive, and more actionable data to help nonprofits of

all types achieve better fundraising and outreach results. Our research has shown that past

giving to nonprofits is a much better indicator of future giving than wealth alone.

We Manually Verify Data

We are the only company that has in-house prospect researchers to manually verify top pro-

spects. The process makes sure that screening results are as accurate as possible, saving valu-

able time for the development office staff to get to the next major gift.

We Provide Excellent Customer Service

Every DonorSearch client has access to our customer service team at no additional cost. Our

Client Support experts train each new client individually using the client’s own data. Our Ad-

vanced Training sessions can help you perform in-depth analysis of your donor and prospect

pool, and show you which philanthropic and wealth indicators highlight your major gift pro-

spects.


ProspectView Screening

DonorSearch’s ProspectView provides the most detailed wealth and philanthropic profiles in

the industry, which are available for every prospect screened. A thorough overview of a

prospect’s wealth and philanthropy outlines both the capacity and the inclination to give.

Added to our screening service, at no charge to the client, is a manual review of your top pro-

spects. Our in-house prospect research specialists manually verify information, raising the ac-

curacy rate of the data to 90% - the highest in the industry. This process saves valuable time

for your development officers during the qualification phase, and moves them more quickly

into the cultivation stage with your top prospects.

DonorSearch’s screening results are returned to you via our online tool, and can be imported

into any major donor management system. Our integration allows you to further analyze the

data and easily apply it to your fundraising and outreach efforts.


ProspectView Online: Integrated Search

DonorSearch’s newly redesigned Inte-

grated Search is a comprehensive pro-

spect research tool that delivers phi-

lanthropy, wealth, and analytics in an

easy-to-use format. With Integrated

Search, organizations can research in-

depth information about any prospec-

tive donor, formulate ask amounts,

identify an engagement strategy, and

more. In seconds, Integrated Search

reports:

In-depth philanthropy

Political giving

Ask amounts based on philanthropy and wealth

Corporate and nonprofit involvement

Other organizations your donors support

Real estate ownership

SEC insider stock transactions

Links to annual reports

Personal, corporate and organization backgrounds


ProspectView Online: Prospect Generator

One of the best places to find new prospects in on the donation lists of similar organizations:

organizations that share your mission, your geography, or have other factors in common.

With Prospect Generator, you can find the donors who have demonstrated loyalty to organi-

zations similar or complementary to yours.

You can also research fundraising efforts by other organizations to see how yours compare

and complete a strategic review of your development goals.

Want to find out more about a donation or organization? Links to outside information make it

easy to do additional research or export data for further analysis or reporting.


ProspectView Online: Gift Search

Gift Search allows you to search for all of the gifts given by an individual, a couple, a founda-

tion, or an organization. At a glance, you can see what types of causes and organizations a do-

nor supports, analyze giving patterns, and filter donations by year, amount, state, and other

criteria.

You can also cross-research both donors and gift recipients, as well as access annual reports

where donations are named. You can also use the annual report feature to find the names

other supporters that will help you make connections with new donors.


ProspectView Online: My Portfolio

My Portfolio is a powerful screening and reporting tool that allows you to sort and analyze

your information in many ways. Every time you search for a prospect, that prospect’s name

and information is automatically added to your portfolio for quick and easy retrieval.

Once you have compiled a list of prospective donors, information can be sorted and filtered,

or exported for further reporting and analysis. Built-in links allow you to view the full report

on any prospect.


Daily Patient Screening

DonorSearch’s Daily Patient Screening helps you identify the best prospective donors at the

perfect time to begin a relationship: while they are

still in your facility, or while their positive experi-

ence is still fresh in their minds and they still feel

grateful towards your organization.

Upload a batch of names in the evening, and with-

in a few hours you will have in-depth wealth and

philanthropic information that can help you pin-

point your strongest prospects.

Daily Patient Screening is ideal for organizations

that want to incorporate this best practice into

their fundraising strategy. Patients appreciate the

extra attention and service from an organization,

and you can start relationships with potential do-

nors who are receptive to learning more about

your organization.


Planned Giving Identification (PGID)

Finding donors who plan to make sizeable bequests to your organization is very different from

identifying the donors who can make major gifts. In fact, 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, so your development officers can

begin the conversation with future donors today.

By back-testing known planned giving donors among a pool of 14,000 records, PGID was able

to identify 84% of the known planned givers. The PGID Rating indicates the most likely to least

likely of planned giving donors.


Data Appends

DonorSearch can append your existing donor data to add contact and other critical infor-

mation, including:

National Change of Address (NCOA)

Date of Birth (DOB)/Age

Email Address

Telephone Number

Cell Phone Number

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donorsearch overview

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