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. They host the world’s largest philanthropic database and can use it to match your donors’ information with reports on 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 your donors beyond just their wealth information. Their services integrate with nearly any CRM or donor management software, helping you identify major gift prospects, planned giving candidates, and grateful patients.Prospect Research Tool Overview
DonorSearch is at the forefront when it comes to machine learning in the nonprofit world. The DonorSearch AI analyzes patterns in donors’ wealth factors and giving behaviors to create predictive models. These models can help you identify which donors are most likely to respond to stewardship efforts, enabling you to better allocate your major giving officers’ resources. To find out more about DonorSearch, request a demo to review the software and get a quote. Why We Love This Prospect Research Provider
Prospect Research Software Price
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 consultants ready to power your fundraising strategy. While Donorly 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 top fundraising offices and Donorly’s own team of data experts. Along with the prospect research tools, you’ll get access to Donorly’s in-house research team. They’ll turn data into insight about your donors—whether it’s their assets, giving habits, or affinity to give—and empower your team to fundraise beyond its size.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 and provide other comprehensive consulting services. Whether you need assistance with a capital campaign or embedded staffing, Donorly is ready to supply your team with the data it needs. 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
Prospect Research Software Price
Double the Donation — Best Prospect Research Tool for Business Affiliations
Double the Donation’s matching gift tools help nonprofits receive more money from corporate matching gift programs. When you use our products, online donors will be prompted to enter their employer’s name into Double the Donation’s matching gift search tool, 360MatchPro. 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. This information helps your nonprofit tailor matching-gift communications to supporters who are eligible to double their donations. You can even leverage our data enhancement services to enrich donor profiles with more accurate data, such as contact information, employer information, and birthdates. This can help you find even more fundraising opportunities and make your outreach that much more effective.Prospect Research Tool Overview
Matching gifts are a powerful resource! Gaining valuable information on your donors’ matching gift eligibility will help you double some contributions and raise more for your organization. Plus, 360MatchPro is more than just a matching gift tool. You can access a corporate giving database to research employers’ information, unlock donor data, and more. Double the Donation has several service offerings depending on the size of your nonprofit. Small nonprofits can access 360MatchPro for $999/year, while the standard plan starts at $2,500/year. Enterprise-sized organizations can get custom pricing, as well. Why We Love This Prospect Research Provider
Prospect Research Software Price
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 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 your donors. Dataro uses these scores and rankings to make predictions about donor giving behavior and add them directly to your CRM. For instance, Dataro can help you immediately identify the donors who are most likely to give again or have the potential to become major donors. 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, 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. Dataro allows nonprofits to purchase their tools separately or together. Create a free demo account to take the platform for a test drive and get a pricing quote!Why We Love This Prospect Research Provider
Prospect Research Software Price
Windfall — Best Prospect Research Tool for Modern Wealth Intelligence
Windfall strives to help data-driven organizations effectively identify, understand, and engage affluent consumers with financial data. 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 donors with the greatest giving potential. Windfall identifies donors’ giving affinity 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, 360MatchPro!Prospect Research Software Overview
Windfall updates its dataset on a weekly basis to ensure your nonprofit has the latest data. Beyond net worth, Windfall also gives nonprofits a deeper understanding of their constituents with a range of personal and household attributes, such as career level and business relations. 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. Why We Love This Prospect Research Provider
Prospect Research Software Price
Other Donor Prospect Research Tools for Nonprofits
TouchPoints
Prospect Research Tool Overview
TouchPoints provides updated donor data to help medium and large nonprofits increase donations and build stronger relationships with their supporters. Their technology enables nonprofits to update their old databases with correct information such as donors’ current names, addresses, telephone numbers, and more.
TouchPoints aims to provide nonprofits with the most up-to-date data possible to ensure that they stay in touch with current donors and reconnect with lapsed ones.
In addition to keeping your donor data up-to-date, TouchPoints offers a valuable service in helping nonprofits keep up with a recent trend: donor-advised funds. TouchPoints can identify which of your donors are part of a donor-advised fund or have used one in the past. Call TouchPoints or request a demo online for a price point or quote.Why We Love This Prospect Research Provider
Prospect Research Software Price
GivingDNA
Prospect Research Tool Overview
GivingDNA is an all-in-one tool for fundraising analytics, data visualization, and wealth screening.
GivingDNA examines your donors’ profiles and its own database together to get a holistic view of your supporters. This allows it to identify which donors are at risk of lapsing, who can be upgraded, and who might even be major donor material.
GivingDNA focuses on improving donor retention above all else. Rather than constantly replacing your donors, GivingDNA helps you identify at-risk donors before it’s too late and create data-driven plans to re-engage them. Request a demo to get a quote. Why We Love This Prospect Research Provider
Prospect Research Software Price
The Chronicle of Philanthropy
Prospect Research Tool Overview
The Chronicle of Philanthropy isn’t software but an online news source for nonprofits of all shapes and sizes. Along with regular news stories about the latest trends in the world of philanthropy, subscribers also receive access to a database of gifts of over $1 million. 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 is the go-to resource for staying informed about what’s happening in philanthropy. Whether you want to read up on giving trends or peek at some big data, the Chronicle of Philanthropy is the resource for you! Groups and organizations looking to subscribe to the Chronicle of Philanthropy can request a pricing quote. Why We Love This Prospect Research Provider
Prospect Research Software Price
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, you can assess a donor’s affinity for your cause if there’s a connection between a political candidate’s positions on issues and your nonprofit’s work. The FEC is completly free to use!Why We Love This Prospect Research Provider
Prospect Research Software Price
Candid
Prospect Research Tool Overview
Ever wonder who helped fund another nonprofit similar to yours? Candid can provide answers. Candid compiles Form 990s for over a million nonprofit organizations, allowing users to search for nearly any charitable organization and discover who is funding them.
Along with donor research, Candid is a great grant research tool! Discover foundations that offer grants that align with your nonprofit’s work. Nonprofits can register with Candid for free to gain access to Form 990s for the last three years. Why We Love This Prospect Research Provider
Prospect Research Software Price
Prospect Research Tool Overview
If you need to round out your donor profiles with business information, LinkedIn is the most ideal (and free!) option around. Depending on how much they’ve filled out their profile, a donor’s LinkedIn page can tell you their educational and business connections.
This information can help you map out more connections between your existing donors and your potential prospects.
Because LinkedIn is a near-universal resource for people in any career, it’s an easy tool for nonprofits to flesh out their donor profiles. Organizations can use LinkedIn for free!Why We Love This Prospect Research Provider
Prospect Research Software Price
The Million Dollar List
Prospect Research Tool Overview
If you need to find potential major gift prospects, check out the Million Dollar List. Compiled by the Indiana University Lilly Family School of Philanthropy, 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, and 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!Why We Love This Prospect Research Provider
Prospect Research Software Price
WealthEngine
Prospect Research Tool Overview
Designed for businesses and nonprofits alike, WealthEngine powers millions of pre-scored wealth-screened profiles for donors, customers, and prospects. These profiles can be adjusted to rate donors on their potential giving capacity, estimated annual donation total, total assets, cash on hand, and more.
WealthEngine provides data and helps keep your database clean at the same time. It detects inaccurate data and corrects it for you, saving you time resolving errors or, even worse, reaching out with false contact information. Get a quote by requesting a demo. Why We Love This Prospect Research Provider
Prospect Research Software Price
iWave
Prospect Research Tool Overview
Small nonprofits and enterprise-size organizations alike can find the data they need with iWave. Rather than relying on just one database for your donor information, try searching over 40 at once! Search a donor’s name and iWave will scour its extensive network of data sources to find the data you need.
Then, use this data to build comprehensive donor profiles in seconds. With iWave’s intelligent profiles, data is pulled together to share donors’ demographic information, giving capacity, and philanthropic history.
Along with donor wealth screening, iWave also has grant screening tools. These provide nonprofits with comprehensive information on foundation and corporate grantmakers so they can decide whether they’re a good fit for the grant before spending time and resources putting together an application. iWave’s starter plan costs $3,745/year, and nonprofits can request a quote for their more comprehensive professional and premium plans. Why We Love This Prospect Research Provider
Prospect Research Software Price
Leadership Connect
Prospect Research Tool Overview
Much of prospect research is about who your donors know, and Leadership Connect lets you take a look at exactly that.
Specifically, Leadership Connect allows organizations to map government officials, which can be essential for advocacy campaigns. However, its networking and relationship maps can help you visualize any connection, such as managers and direct reports, education, family, and board and association memberships.
Getting warm introductions is the key to earning major support. Leadership Connect’s networking maps help you track who your donors know. If one of those would be willing to give your nonprofit an introduction, you could be just a few steps away from securing a major giving prospect. Request a demo to get a pricing quote. Why We Love This Prospect Research Provider
Prospect Research Software Price
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.