That kind of edge can take your donor research strategies to the next level. They also learn key information like:. Screening for planned gifts is also available. You can request detailed profiles of your prospects from just a list of their names, or you can provide criteria and request a list of names and profiles that match your guidelines. Timing can be an important factor when sending asks.
Some significant events for donation that Timetric tracks are, for example:. The PROscreen tool rates prospects on their likelihood and ability to give to your organization.
As an added bonus, the software integrates with a few popular CRMs. To save time and gather the most well-rounded information possible, PRO pulls from a wide array of databases to collect specific subsets of information linked to statistical propensity for charitable giving:. Fill out the online contact form to start a conversation about iWave and its products, including PROscreen. Screen up to 7, prospects at a time. InfoRich Group will also screen for planned giving prospects among your existing donor database.
Become a Matching Gift Expert! 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 offers manual wealth screening by prospect research specialists to supplement their machine-generated results.
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. 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.
Users can submit batches of up to 1, 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. 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. Using the Executive Analysis feature, you can easily visualize the giving potential of your prospects by generating detailed graphs.
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. Hands down, pound for pound that would be the NPO Authority. Why are organizations of all types and sizes stepping up to the NPOAuthority? Wealth Screening Guidelines. Home Wealth Screening Companies. Analyze the patterns within your audience and uncover actionable insights through our predictive lead scoring. Compare trends of those who already buy with others who have the propensity, capacity, and intent in order to find your next best lifelong client.
Quickly score a new list to see how similar they are to your best customer based on attributes you determine. Quickly access customer information in the context of an online transaction, and use the API to consistently enrich your data to improve campaign efforts.
Effective integrations with systems of record, other data providers, marketing systems, and more make our solution simple and easy to use. Our goal is to integrate wealth intelligence into your environment seamlessly.
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