Top 10 Wealth Screening Software Solutions

NPOInfo

NPOInfo makes your donor data more robust by appending any missing data points to your existing files. Whether you’re a small nonprofit with only a few hundred donor records or a large association with thousands of records to append, NPOInfo can help you track down vital information about your constituents.

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DonorSearch

DonorSearch combines automatic wealth screening with manual screening by experts, boosting its accuracy to 90%, well above the industry standard for machine-generated results. DonorSearch will also identify prospects for major gifts, planned giving, and much more.

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Our Favorite Wealth Screening Software Solutions

1. NPOInfo

Wealth Screening Software Overview

NPOInfo’s data appending service helps you fill in gaps in your donor database. The experts at NPOInfo will ask you a few questions about your existing data and will get to work making sure your records are complete and up-to-date.

Accurate donor data is a key tool in the wealth screening process. Knowing more about where your prospects live and work helps you understand their capacity to give.

NPOInfo allows you to submit thousands of records at once, and will provide you with an accuracy rating so you can be confident in the information in your records.

Why We Love This Wealth Screening Company

NPOInfo works with organizations of all types, including nonprofits, associations, educational institutions, and healthcare organizations.

They understand your organization’s fundraising needs and will help you identify the most impactful data points.

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NPOInfo’s employer data appends help you maximize the ways your supporters can give by uncovering eligibility for matching gifts, corporate sponsorships, company fundraisers and more.

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NPOInfo is our recommended wealth screening tool

2. DonorSearch

Wealth Screening Software Overview

DonorSearch’s wealth screening software is the leading prospect research tool in the field.

For a comprehensive understanding of individuals’ wealth and philanthropic information, you can turn to the Integrated Search feature.

Not only that, but DonorSearch promises a quick turnaround: new prospect research lists are guaranteed to arrive in your account by the morning after your request is made.

For your convenience, DonorSearch will also batch screen prospects at any time during your contract term.

Why We Love This Wealth Screening Company

DonorSearch offers manual wealth screening by prospect research specialists to supplement their machine-generated results.

This brings the accuracy rate of their findings from 70% (the highest possible for machine-generated data) to 90%.

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DonorSearch’s Live Audience Analytics feature is designed for public broadcasting and recommends a cultivation strategy tailor-made for your audience members and supporters.

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Check Out Our Favorite Wealth Screening Solution

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Other Wealth Screening Software Solutions

3. GivingDNA

Wealth Screening Software Overview

GivingDNA is more than a wealth screening platform. It also provides a variety of demographic and philanthropic insights. When these insights are coupled with wealth, your organization can identify who truly has the most capacity, philanthropy, and affinity to support a mission like yours at a meaningful level. GivingDNA centers data at its core to help users identify fundraising opportunities and make data-driven decisions.

With a vast pool of data points like net worth, estimated home value, and past philanthropic giving, GivingDNA is equipped to give you a deep understanding of your top donors and all aspects of your fundraising pyramid.

Why We Love This Wealth Screening Company

Leveraging the power of its partner Windfall’s data, GivingDNA’s rich dataset helps you identify and engage high-value donors with accurate, up-to-date net worth indicators. With GivingDNA, you can screen using both external data appends and internal data about how your donors interact with your organization. Along with its robust data, GivingDNA provides nonprofits with powerful reporting and segmentation tools so you can uncover upgrade opportunities, monitor trends, and steward your most loyal donors.

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While most traditional wealth screening tools only allow nonprofits to screen every two to five years, GivingDNA accounts for the fast-paced changes in donor behavior by encouraging clients to screen their files at least once a month.

4. Insightful Philanthropy

Wealth Screening Software Overview

While not a traditional wealth screening tool, Insightful Philanthropy offers a powerful donor news alert service that immediately delivers critical data about prospective donors that can inform your research.

Users set up tracking for specific prospects or topics, and the platform scours over 14,000 news and information sources to find relevant data.

Continuous monitoring, comprehensive donor intelligence, and real-time updates make this a powerful tool for identifying and stewarding potential major donors.

Why We Love This Wealth Screening Company

Insightful Philanthropy provides a service like no other, equipping nonprofits with the thorough donor data needed to pursue authentic (and fruitful!) relationships with prospects. From life events like weddings and funerals to professional achievements and philanthropic activity, Insightful Philanthropy’s platform keeps nonprofits in the know so they can reach out to prospects accordingly.

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Insightful Philanthropy’s real-time alerts make this software stand out. No matter what happens in a prospect’s life, nonprofits can trust Insightful Philanthropy to notify them immediately.

5. NPOAuthority

Wealth Screening Software Overview

NPO Authority’s wealth screening is powered by DonorSearch, bumping NPO Authority’s accuracy to the same you get with DonorSearch’s software.

Users can submit batches of up to 1,000 prospect records at a time to NPO Authority for wealth indicator and philanthropic history screening, as well as planned giving prospect identification.

NPO Authority rates each profile on a scale of most to least likely to be a planned giver.

Plus, you can upload your own data into the system for more customized results.

Why We Love This Wealth Screening Company

NPO Authority offers highly detailed screening tools:

With their Integrated Search feature, users can screen profiles based on real estate records, nonprofit and corporate affiliations, stock transactions, and more.

Through their Gift Search feature, you can search for the giving histories of individuals, couples, foundations, or organizations.

Spotlight Wealth Screening Tool

Using the Executive Analysis feature, you can easily visualize the giving potential of your prospects by generating detailed graphs.

6. Giveffect

Wealth Screening Software Overview

Giveffect searches through public records and consolidates data on traditional wealth markers such as philanthropic and political history, past giving records, and affiliations with other nonprofits.

Armed with this information, Giveffect creates comprehensive reports that detail a prospect’s wealth, income, stock transactions, and relationships with nonprofits and publicly held companies. In particular, Giveffect’s features are optimized for major gifts prospect stewardship.

Why We Love This Wealth Screening Company

Giveffect’s wealth screening feature is a part of their all-in-one software that includes nonprofit management automation and fundraising tools.

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Giveffect also offers development tools designed for major gifts officers. Through Smart Automation wealth screening, you can identify prospects for major gifts as part of your prospect research process.

7. InfoRich Goup

Wealth Screening Software Overview

InfoRich Group‘s wealth screening service scans over 25 databases at once.

Notably, InfoRich Group derives its prospect research from subscription-based, proprietary databases, providing you unique access to donor information.

With electronic wealth screening, you can quickly identify the best prospects in your donor pool and get a head start on your next fundraising campaign.

Why We Love This Wealth Screening Company

InfoRich Group will scan donor segments as small as 500 individuals or as large as 7,500.

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With InfoRich’s wealth screening service, you can identify donors who may be good candidates for major giving or planned giving, as well as provide you with a better idea of what size gifts to solicit from individual donors.

8. Timetric

Wealth Screening Software Overview

Through their WealthInsight service, Timetric screens your prospects against their database of over 140,000 high net worth individuals (HNWIs). Timetric then provides your organization with profiles of these HNWIs based on your information needs.

Each profile identifies Wealth Events, events that may affect an HNWI’s wealth, such as liquidity events, investment events, personal expenditure events, and personal events (births, deaths, marriages, and changes in political, religious, or nonprofit affiliations).

Why We Love This Wealth Screening Company

WealthInsight provides users direct access to Timetric’s exclusive network of HNWIs, which is continually updated through their due-diligence evaluation process.

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WealthInsight’s Analysis feature provides users with contextual data to benchmark their performance, assess market strategies, and identify fundraising opportunities.

9. DS Giving

DS Giving provides easy access into DonorSearch's top wealth screening software.

Wealth Screening Software Overview

DS Giving a free DonorSearch prospect research tool that allows you to find information about potential donors. All you have to do is fill in the search tool with details including the name or business, the state in which they reside, and the gift type (all, charitable, or political).

Once you hit “search,” the information you’re looking for will populate right then and there! DS Giving offers a full profile of a nonprofit’s prospect, along with recent charitable donations.

Why We Love This Wealth Screening Company

DS Giving offers a simple way to perform wealth screening for particular individuals, while pulling from DonorSearch’s larger database of wealth indicators and philanthropic information.

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DS Giving provides a condensed version of DonorSearch’s donor database, offering a snapshot of a donor’s giving history. Your nonprofit can use this tool for free, whether you’re currently using DonorSearch or not!

10. Funraise

Wealth Screening Software Overview

With Funraise, your donors will be automatically screened every time your organization receives a gift so you can stay up-to-date on the makeup of your base.

Every screening activates a search of publicly available records to pinpoint donors’ income, net worth, and giving capacity. With user-friendly filtering, you can build more effective donor segments tailored to your organization’s needs.

Why We Love This Wealth Screening Company

Your organization may turn off automatic screening at any time, and have the option to only screen individual donors of your choosing.

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Funraise makes wealth screening affordable. Users only pay for successful matches, meaning you only pay when you actually receive a donor’s wealth data.

Check Out Our Favorite Wealth Screening Solution

Try NPOInfo Today!

Additional Wealth Screening Software Resources

Prospect Research: The Basics

Need to brush up on the basics of prospect research before choosing the right wealth screening software for your nonprofit?

Learn all you need to know about prospect research using our helpful guide to get you started on the right path!

Learn more about the basics of prospect research

Fundraising Software for Smart Nonprofits

Find the best fundraising software for your nonprofit.

Wealth screening software is just one of many types of fundraising software that your nonprofit can benefit from.

Read up on other fundraising software solutions in our rundown of the top fundraising software tools on the market!

Check out our fundraising software guide

The Insider’s Guide to Major Gifts

Find out everything you need to know about major gifts.

Expert wealth screening can help you identify potential donors who would be likely candidates for major gift donations.

Looking to brush up on your major gifts strategy? Take a look at our major gifts insider’s guide for some insight.

Get in-the-know with our guide to major gifts

Wealth Screening: The Definitive Guide

Learn more about wealth screening to help with your prospect research.

Can’t get enough? We’ve got some ten wealth screening best practices all in one place.

Discover all there is to wealth screening, including best practices, relationship to prospect research, and other resources.

Become the go-to wealth screening expert

Top 10 Wealth Screening Software Solutions

NPOInfo

DonorSearch

Check Out Our Favorite Wealth Screening Solution

Our Favorite Wealth Screening Software Solutions

1. NPOInfo

2. DonorSearch

Check Out Our Favorite Wealth Screening Solution

Other Wealth Screening Software Solutions

3. GivingDNA

4. Insightful Philanthropy

5. NPOAuthority

6. Giveffect

7. InfoRich Goup

8. Timetric

9. DS Giving

10. Funraise

Check Out Our Favorite Wealth Screening Solution

Additional Wealth Screening Software Resources

Prospect Research: The Basics

Fundraising Software for Smart Nonprofits

The Insider’s Guide to Major Gifts

Wealth Screening: The Definitive Guide

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