Best prospect Research and Wealth Screening Software

Thanks to our partner DonorSearch proprietary philanthropy database, At NPOAuthority, our wealth screening services take the guesswork out of donor engagement. No longer will you be in the dark about that $200 donor. You’ll know where they work, the boards they sit on, who on those boards is likely to give, how much they’ve contributed to other nonprofits in your area, and the ideal ask amount—so you can make the right request today. We provide the insights to turn every donor into a strategic opportunity.

What is a wealth screening or batch screening? 

Upload your Excel file, and NPOAuthority will transform those names into actionable insights. We’ll screen your donors, revealing where they work, the boards they sit on, who else might give, and how much they’ve donated to other nonprofits. With this data at your fingertips, you can make informed, strategic decisions and turn every name into a powerful opportunity. NPOAuthority gives you the tools to elevate your fundraising game

Wealth screening for nonprofits reviews

Finding major gift donors and planned giving donors are two different tasks. Surveys reveal that 40% of planned giving donations come from donors who have not given large gifts in the past and are unknown to the organization’s development officers. Planned Giving Prospect Identification (PGID) uses sophisticated modeling and analytics to identify donors who are most likely to support your organization with a substantial legacy gift. When back-testing a pool of 14,000 known donors, PGID identified 84% of the known planned donors. The NPO AUTHORITY/ DonorSearch’s PGID rating indicates the likelihood to give a bequest on a scale from most to least likely.

The NPO AUTHORITY has teamed up with DonorSearch to offer you a suite of online tools to support your prospect research needs. Whether you’re conducting a grateful patient program, pledge drive, or other fundraising campaign, this powerful online software provides the tools you need when you need them.

Wealth screening software

Get the most detailed wealth and philanthropic profiles in the industry for every prospect you search. Filter searches to zone in on the best prospects. Perform searches on your mobile device. Our thorough reports detail:
• Traditional wealth markers to predict a prospect’s giving capacity
• Prior philanthropic giving, including year, amount, type, recipient, and other data in order to predict a prospect’s inclination to give
• Nonprofit affiliations