Favorite Prospect Research Tools: Our Reviews
DonorSearch — Best Prospect Research Tool for All Nonprofits
DonorSearch’s wealth screening and prospect research services help nonprofits learn more about their donors and round out their donor profiles. Their Integrated Search feature generates reports and outlines information like income, real estate holdings, philanthropic connections, stock ownership, and more. This means you’ll be able to take a comprehensive approach to prospect research and get to know more about your donors than just their wealth information. Additionally, DonorSearch can help you learn which organizations a donor gives to. This can help you analyze giving patterns and determine the right amount to ask for. Their services also help with grateful patient and planned giving candidate identification and can be integrated with nearly any CRM or donor management software.Prospect Research Tool Overview
DonorSearch analyzes philanthropy first, enabling them to find 30% more qualified donors for your nonprofit. In addition, the prospect researchers at DonorSearch can create a tailored plan specifically for your organization. So if you’re looking to promote your planned giving program, they can identify donors most likely to support your mission long term. You’ll need to request a demo and a quote from DonorSearch, but their training and support services are free! You also get unlimited searches and users included in your subscription fee.Why We Love This Prospect Research Provider
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Donorly – Best Prospect Research Firm For Overall Fundraising Strategy
The Donorly team, led by Sandra Davis, isn’t a prospect research tool per se, but rather a team of data experts and fundraising consultants ready to power your strategy to success. While Donorly now takes a holistic approach to full-service fundraising consulting, donor research is at the heart of all of this firm’s efforts. With Donorly, your team gains access to the donor research tools and databases used by the largest fundraising offices and the data experts within the firm itself. Donorly’s in-house research team is dedicated to finding creative, data-driven solutions to meet your organization’s unique needs. They’ll turn data into insight about your donors—whether assets, giving habits, or affinity to give—and empower your team to fundraise beyond its size. The Donorly team believes that fundraising and the twists and turns that come along with it, is a unique experience for each and every nonprofit. Their team will create a bespoke strategy to meet your team’s unique needs with effective donor research that backs all of their efforts. Since the team has empowered nonprofits to raise $150 million+ to date, it’s easy to trust the success of their methods!Prospect Research Tool Overview
Donorly recognizes that the needs of small to medium nonprofits go beyond prospect research. Because of this, their team can outline a custom donor research plan for your team as well as other comprehensive consulting services. Whether you need assistance with capital campaign direction or embedded staffing, Donorly is invested in helping your team meet its goals however necessary (and they’ll supply the data to help you do so!). Donorly’s solutions are fully customized to fit the needs of your nonprofit. Contact their team today to learn more about pricing.Why We Love This Prospect Research Provider
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Double the Donation — Best Prospect Research Tool for Business Affiliations
Double the Donation’s service helps your nonprofit receive more money from corporate matching gift programs. When donors give online, they will be prompted to enter their employer’s name into Double the Donation’s matching gift search tool. If their employer has a matching gift program, the donor will then be directed to the correct forms and guidelines needed to submit a match request. Having this information (i.e. whether a donor works for a company with a matching gift company) will help your nonprofit tailor matching-gift specific communications to donors who are eligible to double their donations.Prospect Research Tool Overview
We’re a little biased, but we think matching gifts are great! Gaining valuable information on your donors matching gift eligibility will help you raise double the funds for your organization. The information you obtain from the matching gift tool will help you send personalized reminders about a donor’s specific matching gift program. Double the Donation’s services range from $299 to $499 a year. Access to the API starts at $1,999 per year.Why We Love This Prospect Research Provider
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Dataro – Best Prospect Research Tool for AI-Driven Fundraising
Dataro’s artificial intelligence and machine learning platform can be a game-changer for nonprofits’ prospect research and other everyday fundraising efforts. It regularly analyzes the donation and engagement data in your CRM, running it through advanced machine learning algorithms to generate propensity scores and rankings for each of your donors. Dataro uses these scores and rankings to make pinpointed predictions delivered straight to your CRM. For instance, Dataro can help you immediately identify the donors who are most likely to give again or set up recurring donations. These are invaluable insights to have on hand when planning your next fundraising campaign or appeal. Over time, these smarter predictions and more targeted appeals help you continue generating valuable data to strengthen all of your engagement strategies, including your broader stewardship and major gift fundraising efforts.Prospect Research Tool Overview
Dataro stands out for its ground-up approach to fundraising AI. Many nonprofit software providers offer piecemeal, AI-style prospect scoring systems these days, but Dataro takes a proven and comprehensive approach. For instance, Greenpeace retained 64 at-risk donors in a single month after using Dataro to predict who would be the most likely to lapse, resulting in an extra $23,040 for their mission. Plus, Dataro is an accessible choice for organizations of all sizes. As more nonprofits come to understand the value of their data, AI-driven tools can play a critical role in bridging the gap between generating that data and actually putting it to use for your mission. Dataro is available on a tiered pricing structure based on your needs and the size of your organization’s database. Create a free demo account to take the platform for a test drive!Why We Love This Prospect Research Provider
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IntellectSpace — Best Prospect Research Tool for Visual Mapping
Since 2003, IntellectSpace has been helping nonprofits, universities, and even businesses map out relationships between donors, alumni, and customers, respectively. Their “Prospect Visual” software is targeted specifically for nonprofits and helps fundraisers map out the connections between existing donors and targeted prospects. IntellectSpace can help researchers, fundraisers, constituent relations managers, database managers, and event coordinators find prospective donors and discover new relationships in their existing database.Prospect Research Software Overview
IntellectSpace has mapped over 64 billion different relationships and tracks them in their proprietary database. Plus their visualization tools provide nonprofits with the best relationship mapping visuals so that your staff can easily spot important connections. You’ll need to schedule a call with IntellectSpace to get started and to obtain a quote for their services.Why We Love This Prospect Research Provider
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Windfall — Best Prospect Research Tool for Modern Wealth Intelligence
Windfall is on a mission to help data-driven organizations effectively identify, understand, and engage affluent consumers with financial data. They provide nonprofits with up-to-date actionable insights into their affluent constituents. Their technology uses deterministic inputs and proprietary algorithms to deliver a net worth figure at the household level to help nonprofits prioritize, segment, and engage their donors with the greatest giving potential. Windfall identifies donors’ propensity to give so nonprofits can prioritize their leads, discover previously overlooked donors, and maximize the impact of their outreach. Plus, Windfall integrates with the industry leading matching gift tool!Prospect Research Software Overview
Windfall rebuilds their dataset on a weekly basis to keep all of your data up-to-date. Since wealth and net worth are highly dynamic, these updates make sure that your organization is being guided by reliable information. Beyond net worth, Windfall also provides your organization with a range of personal and household attributes that give you a deeper understanding of your constituents. By providing wealth insights in conjunction with 360MatchPro, Windfall helps organizations drive high-value matching gift opportunities. Request a demo to learn more about Windfall’s pricing structure. You can also check some of their valuable web resources free of charge!Why We Love This Prospect Research Provider
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Other Donor Prospect Research Tools for Nonprofits
TouchPoints
Prospect Research Tool Overview
TouchPoints helps medium and large nonprofits increase donation and memberships and build stronger relationships with their donors.
Their technology enables nonprofits to update their old databases with correct information such as current name, address, and telephone number, as well as email address, social media handles, birthday, and interests.
TouchPoints seeks to help nonprofits have the most up-to-date data possible to ensure that they stay in touch with their current donors and reconnect with those who have lapsed.
TouchPoints has been used by several big-name nonprofits, making it a trusted solution. In addition to helping keep your donor data up-to-date, TouchPoints offers valuable information that can help your organization’s Marketing Officer, Database Manager, and Development Officer handle their day-to-day tasks. You’ll need to call TouchPoints or request a demo online for a price point or quote.Why We Love This Prospect Research Provider
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WeDidIt
Prospect Research Tool Overview
WeDidIt helps you discover diamond in the rough in your database.
Through the WeDidIt Insights platformm, you can identify the high-earning donors within your database who are good leads for major gift officers. Insights will even tell you if they’re currently under-giving, giving on par, or over-giving.
WeDidIt has robust features such as the ability to find donors whose employers offer matching gifts, identify your social media influencers, and see the health of your overall database at a glance.
WeDidIt makes life easier for your whole development department. Save time for your development associates, directors, and major gift officers so they can focus on what they do best: raising funds! You’ll need to contact WeDidIt to request a demo online for a price point or quote.Why We Love This Prospect Research Provider
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The Chronicle of Philanthropy
Prospect Research Tool Overview
The Chronicle of Philanthropy is a great online resource for nonprofits of all shapes and sizes. They have an interactive tool that allows users to investigate giving by location. You can look at giving at the state, city, county, and ZIP code levels.
Some of the data does require a subscription, but a lot of their data is also publicly available.
For instance, they just released data that looks at donors who have given $1 million or more to charities in the recent past. This data includes donors’ names, hometowns, and sources of wealth, as well as the recipient, cause, gift type, and gift value of the donation.
The Chronicle of Philanthropy offers a wealth of prospect research and donor wealth information. Whether you want to read up on giving trends or take a peek at some big data, the Chronicle of Philanthropy has solutions for you! The Chronicle of Philanthropy is free to use. If your organization wants access to all the data available, you will need to subsribe. Subscriptions run $84 per year or $146 for two years.Why We Love This Prospect Research Provider
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FEC Fillings
Prospect Research Tool Overview
The Federal Election Commission (FEC) can provide your nonprofit with information about a donor’s political giving.
All you have to do is insert a prospect’s name and any other identification details you might have.
If that prospect has given to a political committee or campaign, your nonprofit will be able to see which candidate or party they contributed to and how much they gave.
Political giving can help determine a prospect’s willingness and ability to give a major gift. Plus, if you can detect connections between a political candidate’s positions on issues and your nonprofit’s work, you can more easily reach out to donors to give to that candidate. The FEC is completly free to use!Why We Love This Prospect Research Provider
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The Foundation Center
Prospect Research Tool Overview
The Foundation Center takes a look at philanthropic trends around the world. They have a comprehensive database that contains information about grants and the people and organizations who make them.
Like the Chronicle of Philanthropy, most of the Foundation Center’s resources are free, but they do offer a subscription service for nonprofits who want to dive deeper into the data.
In addition to its comprehensive online presence, the Foundation Center also has libraries across the country that fundraisers and nonprofit professionals can visit. Their locations are in Atlanta, Cleveland, New York, San Francisco, and Washington D.C.
The Foundation Center has accurate, up-to-date grantmaker data as well as prospect assessment and management tools. Their information also comes from around the world, making it extremely comprehensive. Most of the resources at the Foundation Center are free. However, to access some resources, your organization will need to sign up for their subscription service. For more information, check out the website.Why We Love This Prospect Research Provider
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Prospect Research Tool Overview
If you need to round out your donor profiles with some business information, LinkedIn is one of the most ideal (and free!) options to use.
Depending on how much of their profile is completed, a donor’s LinkedIn page can tell you their previous educational and business connections.
This information can help you map out more connections between your existing donors and your potential prospects.
Most business professionals have a LinkedIn profile (in varied stages of completion). Because it’s a near universal resource for people in any career, it makes it an easy tool for your nonprofit to use to flesh out your donor profiles. Organizations can use LinkedIn for free!Why We Love This Prospect Research Provider
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The Million Dollar List
Prospect Research Tool Overview
If you need to look for potential major gift prospects, the Million Dollar List is a great resource.
The information on the Million Dollar List is a collection of publicly announced contributions that are at least a million dollars.
The available data goes all the way back to 2000 and can be filtered by donor, recipient, or location. They also have charts, graphs, and lists that can be used to search and analyze data.
Your nonprofit can download all of the Million Dollar List’s data to have it on hand for your major gift prospect research. The information in the Million Dollar List is completely free for organiztions!Why We Love This Prospect Research Provider
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Additional Prospect Research Resources
Guide to Prospect Research
Need to learn more about prospect research? Check out Double the Donation’s ultimate guide and start researching!
Wealth Screening
Take a look at this resource to discover the 8 ways your nonprofit can maximize the benefits of wealth screening.
Prospect Research Stats
Want some proof that wealth screening and prospect research are worthwhile? Check out these prospect research stats.