Fundraising Technology Resources: Prospect Management and Research

 

Fundraising Technology Resources: Prospect Management and Research

 

Prospect Management and Research

 

Prospect Management Quick Start Suite

Sleek combines the power of Salesforce with industry best practices and 21st Century fundraising features, metrics, and automation to provide your team quick and easy tools for managing contact reports, trip planning, portfolios, engagement benchmarks and pipelines. 

Included are reports and dashboards for each fundraiser which easily roll up into management reports.  Whether checking your email, browsing your phone, or navigating your iPad or Laptop, adding your data in Salesforce is simple.  Use your voice activation on your phone to dictate detailed messages or navigate to your clear easy to see dashboards on any mobile device.   Our Quick Start Suites fundraising solution provides your team everything they need with a one-time investment – no yearly licensing cost for our technology. 

Harness the power of Salesforce for your fundraising team – with our proven formulas baked in.

Prospect Research Quick Start Suite

Navigate to your prospect screening solution easily within Salesforce, integrated with your data, workflows and formulas, within our Advancement Quick Start Suites solution.  Wealth screening, customer segmentation and donor analysis tools are available under the same logon for managing your gift processing and fundraising data.  This ensures that your capacity ratings and research profiles are configured to your exact needs and your data is never stale.  Profiles can be updated on demand. 

Donor Search

DonorSearch was founded in 2007 with one goal: to provide more accurate, more comprehensive, more actionable data to help nonprofits of all types achieve better fundraising and outreach results.

Headed by industry veterans, DonorSearch is a leading provider of prospect research to nonprofits of all types, including charities, healthcare organizations, fraternities/sororities, religious organizations, and educators.

Using information from over 25 databases, DonorSearch uses proprietary algorithms to help clients find the best philanthropic prospects. Come see why over 3,100 nonprofit organizations trust DonorSearch today!

Evertrue

EverTrue is a leading advancement software that supports fundraising efforts at educational institutions.

By connecting institutional data with dynamic insights from LinkedIn, Facebook, Zillow, the U.S. Census, and more, EverTrue provides advancement offices with the modern data and tools they need to engage alumni, raise support, and measure team progress. Today, EverTrue is improving results for more than 300 institutions through a fully integrated suite of products that powers efforts across the entire advancement office.

iwave

iWave develops software solutions that empower nonprofit organizations to fundraise with confidence. Our comprehensive, easy-to-use platform will save you time and help you determine who to ask, when to ask, and how much to ask for.

iWave’s fundraising intelligence platform is built on next-generation architecture that leverages its modern design and intuitive layout to help you identify, cultivate, and retain donors in order to raise more major gifts.

iWave enables development teams to segment hundreds or thousands of individuals you know little about into an actionable list of prospects who have capacity to give, are philanthropic, and are giving to organizations similar to yours.

Performance Analysis and Benchmarking (Blackbaud – formerly Reeher)

Reeher exists to help colleges and universities raise more money and spend less doing it. Our SaaS platform for higher education fundraisers unlocks the power of your data with web and mobile management tools for front-line fundraisers.

Reeher provide you with:

  • Predictive models to find new, high-value donors
  • Intuitive tools designed to address the needs of front-line fundraisers
  • Insight into your data to help inform your strategy
  • Constantly evolving research from Reeher Community peer schools

WealthEngine

WealthEngine™, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial services, and luxury brands. Approximately four thousand clients use WealthEngine’s products and solutions for comprehensive consumer insights. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom.

Get insights on your existing prospects and customers using our platform and target new prospects based on wealth scores and lifestyle attributes using WE Prospect.

Wealth-x

The global leader in wealth information and insight, Wealth-X partners with leading prestige brands across the financial services, luxury, not-for-profit and higher-education industries to fuel strategic decision-making in sales, marketing and compliance. Wealth-X boasts the world’s most extensive collection of records on wealthy individuals and produces unparalleled data analysis to help organizations uncover, understand, and engage their target audience, as well as mitigate risk.

Founded in 2010, with staff across North America, Europe and Asia, Wealth-X provides unique data, analysis, and counsel to a growing roster of over 500 clients, worldwide.

Windfall

Data-driven development – The most up-to-date, actionable insights into your affluent constituents.

Windfall gives you the tools you need to:

  • Prioritize – Focus your development on donors with the greatest potential
  • Segment – Uncover hidden gems in your donor base and maximize their gift potential
  • Engage – Establish and cultivate valuable relationships with meaningful indights into your prospects

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