
the first time I saw a $100 direct mail donor be cultivated into a 7-figure donor as a result of a wealth screening, I became a fierce advocate for its adoption. It’s not magic; it’s the strategic application of data based on public records, paired with expertise in relationship management. And it works.
My conviction that this is a vital tool of the fundraising trade led me to become a Donor Search Prospect Research Partner which gives me access to the largest philanthropic, global database on the market. Here are some of functions I provide for my clients:
- Integrated Search yields detailed individual donor profiles, showing, in addition to various indicators of capacity, which other organizations your prospect supports, and at what levels.
- Through File Processing I can import a list extracted from your CRM or donor file, and append it with wealth scoring, based on public records of giving, property holidings, business holdings, group affiliations, and more.
- The Prospect Generator helps us quickly identify which of your current donors are most likely to give a major gift.
- The Marketing List function allows us to input desired characteristics (zip, hobbies, home ownership), supporting supports acquisition.
Pricing for your donor search package varies according to the number of services you wish to use and the number of records we will screen. Additionally, since Donor Search integrates with Donor Perfect, Little Green Light, Salesforce, Bloomerang, and Kindful, I may be able to support the mapping of your newly acquired wealth analytics into your CRM.
Contact me for an estimate:
831.566.3358
amy@wink.consulting