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Full Version Video Tutorial

Prospecting Major Donors

Search Your Donors In Real Time

DELIVERABLES:

• Ability to query and sort screening results based on multiple data sets, including: ratings, state, giving capacity, wealth capacity, real estate, customized user fields, giving categories, and more.
• Donors’ charitable gifts to other nonprofits will be sorted and organized by the nonprofit description type.
• Analytics and rankings are included for each prospect including an annual gift score, planned gift score, and major gift score.
• Editable and detailed profiles are included with the option for user customization.
• Capacity estimates based on giving and wealth components are included for each prospect.
• Free unlimited customer support.
• Free training/reference manuals.
• In-depth philanthropy and wealth analytics to identify propensity and capacity to give.

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