From Search to Gift in 4 Steps
Search & Discover
Enter keywords, causes, or locations to surface high-capacity prospects.
Enrich & Score
System enriches results with giving signals, board memberships, and capacity estimates.
Research & Qualify
Generate AI-powered research reports. Review background and connections before contact.
Convert to CRM
Move qualified prospects into your Donor CRM to track cultivation and asking.
A Complete Research Toolkit
Prospect Discovery
Search for potential major donors using public data signals — board memberships, giving patterns, and more.
Prospect Scoring
Confidence scores based on giving signals, capacity indicators, and cause affinity.
Relationship Mapping
Visualize how current donors connect to prospects through board memberships and affiliations.
Capacity Indicators
Estimate giving capacity from career history, public gifts, and philanthropy signals.
Research Reports
AI-powered research summaries with background, giving history, and recommended ask amounts.
Watchlists
Save top prospects and get alerts when new giving signals appear.
Powered by Public Data
We surface giving signals, board memberships, campaign finance records, and press mentions from public sources.
Campaign Finance Data
Public contribution records
Board Memberships
Nonprofit board history
Press Mentions
Philanthropy in the news
Professional Data
LinkedIn enrichment
Prospect Research Pricing
Available on the Pro Plan, which includes full Donor CRM access.
Pro Plan
Everything in CRM + Prospect Research
/month
- ✦ AI-powered prospect discovery
- ✦ Public data enrichment & research reports
- ✦ Prospect scoring & capacity estimates
- ✦ Relationship mapping & watchlists
- Full Donor CRM with all features
- Multi-user access & advanced roles
- Advanced analytics dashboard
- Priority support