Always accurate, always up-to-date wealth screening software Relations
Your donors’ potential to make a major gift changes over time, but is your software keeping up? EverTrue provides comprehensive, always up-to-date insights into your entire donor pyramid’s giving capacity.
Top Wealth Screening Software Features
- Constantly updated donor profiles
- Wealth indicator tracking for career development, address changes, and more
- Access to the world’s largest donor wealth screening database
- Social media listening tools
- AI-powered donor qualification
- Ready-made filters and custom search options
- User-friendly donor wealth assessment reports
Wealth Screening Data at Your Fingertips
The largest philanthropic database available
Thanks to DonorSearch by EverTrue, nonprofits can verify donor wealth information with a database of over 240 million charitable gift records. With EverTrue’s automatic prospect research tools, the heavy-duty work of combing through this database is done for you, leaving your nonprofit to enjoy the accurate, comprehensive results.
AI-powered donor wealth qualifications
Screen your donors at scale with AI-powered qualification features. Run custom reports or leverage user-friendly pre-built analytics modules that can identify which of your current supporters are most likely to respond to outreach, and which non-donors have the potential to make their first major gift.
Always-on continuous data updates
EverTrue finds new major giving candidates for you with automatic updates to donors’ wealth information and alerts about surfaced prospects. Trust that your donor information is always accurate without the hassle of manually updating it yourself.
Account for every wealth indicator
From net worth calculations to career changes to wealth neighborhood indicators, EverTrue takes every wealth indicator into consideration to ensure no major giving candidates are ever overlooked.
Social media listening
Often, donors provide the most valuable wealth information themselves right on social media. With EverTrue’s Facebook monitoring tools, you can surface and interpret insights into donors’ giving potential that other wealth screening tools often miss out on.
EverTrue’s Wealth Screening Software in Action
The Development and Alumni Relations team at the University of Miami promotes relationships with and seeks financial support from the university’s key audiences. With EverTrue, the University of Miami began to share content on Facebook that aligned with campaign priorities. They tracked engagers, followed up with related giving opportunities, and passed prospects with giving interest to gift officers.
In 10 months, the University of Miami generated:
- 7,000 major gift referrals
- 120 new gifts
- $600,000 in new revenue
- Millions more in potential major gift pipeline
- Touchpoints with 7,000 previously-unengaged alumni
The OSU Foundation research team wanted to build a stronger donor pipeline to better support the organization’s fundraising goals. EverTrue’s social media monitoring for high-capacity donors led them to a donor who had almost 200 comments and over 1,500 likes on athletics Facebook properties, including a strong affinity for the women’s basketball team. Thanks to EverTrue, they were able to shift the conversation to women’s basketball and close a $17,000 gift for the women’s basketball team. One year later, that gift opened the door for a $360,000 pledge agreement to renovate the football center.
The advancement office at Wilkes University is a small but mighty team. With few team members, there were things they simply didn’t have time for, like pulling reports from slow, clunky databases; manually updating one-off job changes; verifying wealth screening data; and “Fire-alarm” prospect research requests. After one year, the Wilkes team has broken EverTrue user records. A few of their wins include identifying new prospects, such as:
- 251 high net worth donors who have high engagement but are not assigned
- 26 Giving Day donors who have high net worth and are not assigned
- 389 formerly assigned constituents who have high net worth and need to be reengaged
- 485 constituents from target markets (PA, NY, and NJ) who are donors, have high net worth, and were not assigned
Wealth Screening FAQ
Wealth screening is a part of prospect research that specifically looks at markers of giving capacity, such as net worth, job title, real estate holdings, and stock earnings. In addition to wealth screening, prospect research includes assessing whether a donor has an affinity for a specific cause. EverTrue’s suite of tools supports both wealth screening and prospect research.
DonorSearch by EverTrue and Signal by EverTrue are the two main platforms that help organizations source and qualify giving prospects. DonorSearch includes the world’s largest database of giving records, while Signal includes social media listening features. Both platforms update automatically on a routine basis to ensure all donor information is always accurate.
DonorSearch provides users with several AI tools for assessing donors’ giving potential. DonorSearch Ai can recognize patterns in donor behavior to pinpoint the prospective major donors who are most likely to respond to outreach, make a first gift, become repeat contributors, and dedicate their long-term support to your nonprofit’s cause. DonorSearch’s Enhanced CORE AI tool offers similar features but is more beginner-friendly and provides several pre-built report templates.
