Every fundraiser knows the feeling: You have a database full of names, but you don’t know which ones are ready to make a major gift. You spend hours Googling donors, checking LinkedIn profiles, and guessing at giving capacity, only to hit dead ends.
To find your next major donor, you need data, not guesswork.
That is where wealth screening tools come in. These powerful platforms do the heavy lifting for you, scanning millions of data points, from real estate holdings to current employment, to identify the donors with both the capacity and the affinity to give.
But before you scroll down to our top picks, a quick word of advice: Not all screening tools are built for the modern nonprofit.
In the past, wealth screening was just about finding out who owned a yacht or a mansion. Today, that isn’t enough. The most effective tools now prioritize employment data. Knowing where a donor works is often more valuable than knowing their net worth, as it unlocks immediate opportunities such as corporate matching gifts and volunteer grants.
You also need to make sure your new tool plays nice with the rest of your tech stack. Data is useless if it’s trapped in a silo, so look for a solution that integrates seamlessly with your CRM and your matching gift database (like Double the Donation). When your wealth data talks to your matching gift tools, you turn a simple donor profile into an actionable revenue roadmap.
Now, without further ado, our top recommendations.
