Top 7 Wealth Screening Software Solutions

Discover top wealth screening solutions for nonprofits.

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.

Visit DonorSearch

(Or read our review)

Giveffect

Giveffect’s full suite of software comes wealth screening tools that allow organizations to search prospects based on political activity, giving history, and nonprofit affiliations. The information can be compiled into comprehensive reports with in-depth insights on each supporter.

Visit Giveffect

(Or read our review)

NPO Authority

Working off DonorSearch’s platform, NPO Authority is highly accurate and customizable. Filter prospects through common wealth markers such as real estate holdings and stock earnings with the Integrated Search feature. You can submit up to 1,000 individual records at a time for screening.

Visit NPO Authority

(Or read our review)

InfoRich Group

InfoRich Group compares your records to a unique set of 25 subscription-based proprietary databases, delivering insightful results back to you. Screen up to 7,500 prospects at a time. InfoRich Group will also screen for planned giving prospects among your existing donor database.

Visit InfoRich Group

(Or read our review)

Note

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Check Out Our Favorite Wealth Screening Solution

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Our Favorite Wealth Screening Software Solutions

1. 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.

DonorSearch's wealth screening and prospect research database is 90% accurate, well above industry standard.

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%.

Spotlight Wealth Screening Tool

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

Learn more about DonorSearch.

2. 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.

Giveffect's wealth screening solution makes it easy for nonprofits to research potential major donors.

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.

Spotlight Wealth Screening Tool

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.

Learn more about Giveffect.

3. NPO Authority

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.

Learn more about NPO Authority

4. InfoRich Group, Inc.

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.

InfoRich Group, Inc. will wealth screen a wide range of individuals.

Why We Love This Wealth Screening Company

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

Spotlight Wealth Screening Tool

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.

Learn more about InfoRich Group

Check Out Our Favorite Wealth Screening Solution

DonorSearch’s Wealth Screening

Other Wealth Screening Software Solutions

5. 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.

Spotlight Wealth Screening Tool

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

6. 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.

Spotlight Wealth Screening Tool

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!

7. 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.

Spotlight Wealth Screening Tool

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

DonorSearch’s Wealth Screening

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

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

Everything you need to know about wealth screening is in this definitive guide!

Can’t get enough? We’ve got everything you need to know about wealth screening 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 7 Wealth Screening Software Solutions

DonorSearch

Giveffect

NPO Authority

InfoRich Group

Check Out Our Favorite Wealth Screening Solution

Our Favorite Wealth Screening Software Solutions

1. DonorSearch

2. Giveffect

3. NPO Authority

4. InfoRich Group, Inc.

Check Out Our Favorite Wealth Screening Solution

Other Wealth Screening Software Solutions

5. Timetric

6. DS Giving

7. 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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