DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different...
Transcript of DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different...
Accurate. Affordable. Effective.
DonorSearch’s ProspectView is the new and advanced premier
fundraising service which delivers accurate, affordable and
effective prospect research tools to nonprofits nationwide.
ProspectView screening and online tools combine traditional
wealth and capacity markers with the power of past philanthropy
to uncover more promising prospects. The inspiration to create
a product so comprehensive and complete comes from years
of experience in the industry and the feedback from you, the
fundraisers and researchers in the field.
ProspectView raises your expectations.
ProspectView is designed from the perspective of a fundraiser.
With over 20 years of experience in the field and after working
with hundreds of different nonprofits, DonorSearch’s CEO
created a breakthrough in prospect research tools and services.
After listening to the needs and requirements of a diverse set of
development teams and incorporating the very best fundraising
practices, DonorSearch presents ProspectView; an accurate,
affordable and effective solution.
ProspectView screening services, the breakthrough.
• Complete philanthropic review of all records submitted
• Complete wealth append on all records submitted
• Assessments and verification of the data conducted by prospect researchers
• Interactive Totals Table Summary Report linking to your prospect’s profile
• Executive Summary Report
• Analytics for each prospect including an Internal RFM Ranking, External Philanthropic and Wealth Ranking, Planned Gift Score, Major Gift Score and Annual Fund Score.
• Prospect Rankings that incorporate prior philanthropic activity.
• Prospect Rankings that incorporate current wealth and asset markers.
When it comes to wealth screenings and identifying major
gift prospects, DonorSearch is the Rolls-Royce of services.
ProspectView Screening includes a unique 5 step process
which uncovers those who best fit the characteristics of a major
gift prospect. ProspectView breaks away from traditional
industry standards by accessing one of the largest proprietary
philanthropic data sets publicly available with unique search
logic. In addition, DonorSearch accesses the best wealth
databases publicly available and reviews each prospect submitted.
Rankings, analytics and an assessment of the top prospect
profiles are included to help you focus efforts on those who have
a proven philanthropic history, an inclination to give and have
the capacity to give.
DonorSearch’s ProspectView- Fundraising’s Best Innovation
Ryan Woroniecki Sales Manager 410-702-4223 [email protected]
What is Prospect View?Services that are typically purchased separately like modeling,
data mining, wealth screenings, and appends are now
conveniently integrated into one annual subscription package.
DonorSearch is proud to offer its clients a subscription which
includes both an innovative screening service and intuitive
online tool, suited to fit the needs of your development shop.
ProspectView, DonorSearch’s most popular service, provides
clients with the best of data mining, data modeling, online
access, and philanthropic and wealth screenings. DonorSearch’s
introduction of an accurate, affordable and effective screening
process and online search tool set a new industry standard and
expectation.
1. Communications Append Package: Data Cleansing to support multi channel efforts including, deceased
appends, email appends, telephone appends and address appends.
2. New Parent Review: Early research to profile new constituents to understand wealth, philanthropic history and their interests including biographical data.
3. Daily Patient Review: Timely review of any medical institutions newest constituents in compliance with HIPPA laws. Find out who understands the power of philanthropy and who’s using your services.
4. DonorSearch Modeling: Profile your existing constituents to determine the best marketing approach. Modeling includes Major Gift Likelihood, Annual Fund Likelihood and an optional Planned Gift Likelihood score.
5. Capital Campaign Preparation: Provide detailed profiles for the top campaign prospects including those known and surfacing new potential major gift prospects based on prior giving and wealth.
6. Travel Analysis and Geographical Clusters: DonorSearch maximizes the road travel of your major gift officer with detailed profiles for each of your anchor visits, telephone numbers and recommendations for your secondary visits. Maximize face to face time.
Fundraising Solutions
Ryan Woroniecki Sales Manager 410-702-4223 [email protected]
How Does DonorSearch build better tools?DonorSearch distinguishes itself in the prospect research
industry by remaining true to its mission, to deliver an
effective and accurate service that helps fundraiser’s
raise funds, affordably. You spoke and we listened.
DonorSearch enhances its services and products every
day by customizing your results in a way that specifically
suit your needs.
ProspectView Online
Ryan Woroniecki Sales Manager 410-702-4223 [email protected]
After working with many different types of nonprofits
ranging in all areas of interest, DonorSearch remains
flexible and open to the development of products which
enhance success. The dedication and enthusiasm that the
DonorSearch team shares with its clients has allowed for
the creation of superior fundraising tools.
ProspectView Online is the quickest way to find information regarding your donor’s philanthropic history and wealth
affiliation. Our databases include philanthropic information, wealth information and now INSTANT and SPECIFIC
annual report references regarding your donor’s history and involvement with other non profits.
Since most of your major gift prospects are giving externally to other non profits, find out how much they are giving
with DonorSearch’s Gift Search and Integrated Search. Find out what motivates your donor and their involvement with
other nonprofits by accessing annual reports through the Archive and Annual Report databases. DonorSearch gives
you the tools necessary to feel confident in your major gift identification strategies.
Integrated Search
• Unlimited access to Integrated Search, Gift Search, Wealth Search, Prospect Generator and Ask Analyzer.
• The ability to search for philanthropic and wealth information regarding individuals, businesses, and/or foundations.
• Access to philanthropic databases which include printed annual report data, online sources and political giving.
• The ability to filter giving results by donor name, geographical location, gift amounts, interests and other keywords.
Ryan Woroniecki Sales Manager 410-702-4223 [email protected]
• The ability to create and customize reports in Excel and Word.
• The ability to create and customize your own ask amounts using a Custom Giving Capacity Calculator.
• The ability to search for donors of other non profits.
• The ability to search a prospect’s wealth affiliations, board affiliations, non-profit affiliation, and biographical data.
ProspectView Online Subscriptions Include:
In an effort to make the decision making process easier for you and ensure that you
are choosing the right company, DonorSearch will give you free access to ProspectView
Online and conduct a free ProspectView Screening.
ProspectView, DonorSearch’s most popular service, provides clients
with the best of data mining, data modeling, online
access, and philanthropic and wealth screenings. DonorSearch’s
introduction of an affordable, complete and effective screening and online
tool to the nonprofit community in 2007 set a new industry standard. DonorSearch
is proud to offer a comprehensive set of tools and services
which successfully enhances fundraising efforts for
nonprofits of every size.
Ryan Woroniecki Sales Manager 410-702-4223 [email protected]
Put DonorSearch to the Test
“Thanks to DonorSearch, we were able to quickly realize a single pledge of $50,000 from a former Board member previously giving $10,000 a year!”
~Marialice StanzeskiDirector of Development
Manor College
How do I know if DonorSearch is right for me?Get free access to ProspectView online and screening tools.
Successful fundraising comes from relationships built with prospects who have an affinity to give and who have an interest
in your mission. Converting prospects to major gift donors can be challenging, but with the help of the DonorSearch
services we make it much easier.
Preferred File FormatSeparate fields containing first name, last name, street address, city state, and zip code are the minimum amount of information needed to review a record.
• Unique Identifier– Required field• Primary Individual– First name• Primary Individual– Last name, required• Street Address– If needed, use two lines• City• State• Zip Code• First Name for Second Individual (spouse?)• Middle Initial for Second Individual (spouse?)
• Last Name for Second Individual (spouse?)
Additional Fields Recommended for Analysis:
• Suffix, Total Giving Dollars • Total Number of Gifts• Last Gift Amount• Last Gift Date• First Gift Date• Highest Gift Amount• Highest Gift Date,• Constituent Attribute/Categories• Internal Ratings • Staff Assignment• Etc.
We understand that when you choose a prospect research company, you have several options. So, in an effort to make that process
easier for you, DonorSearch will provide you with a free trial of ProspectView Online and a mini ProspectView Screening.
Feel confident in your prospect research company. Test ProspectView, and know that you are choosing the right company because you
have seen the results.
Ryan Woroniecki Sales Manager 410-702-4223 [email protected]
CALL NOW FOR A FREE
SCREENING OF 200 NAMES
Testing ProspectView