Best Donor Prospect Research Software

How Many Donor Prospect Research Software Products Does G2 Track?

Total Products under this Category: 41

Category Stats (Nov 2026)

  • Average Rating: 4.3/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: LexisNexis Nexis for Development Professionals (+0.29%) - Among all products in this category, LexisNexis Nexis for Development Professionals recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Donor Prospect Research Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 2,000+ Authentic Reviews
  • 41+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Donor Prospect Research Software

G2 Grid® for Donor Prospect Research Software plotting products by satisfaction and market presence

Highlighted products: iWave, DonorSearch, Blackbaud Raiser's Edge NXT, LexisNexis Nexis for Development Professionals, Instrumentl, Foundation Directory Online, Windfall, and GrantStation.

Underlying data: [Grid® JSON](https://www.g2.com/categories/donor-prospect-research/grids.json?focus%5B%5D=iwave&focus%5B%5D=donorsearch&focus%5B%5D=blackbaud-raiser-s-edge-nxt&focus%5B%5D=lexisnexis-nexis-for-development-professionals&focus%5B%5D=instrumentl&focus%5B%5D=foundation-directory-online&focus%5B%5D=windfall&focus%5B%5D=grantstation-grantstation)

iWave

iWave by Kindsight is a comprehensive prospect research and donor intelligence platform designed to empower nonprofits in their fundraising efforts. This innovative solution provides fundraising professionals with essential tools and insights necessary to identify, understand, and engage potential donors effectively. By leveraging a wealth of data and analytics, iWave streamlines the fundraising process, enabling organizations to focus on building meaningful relationships with their supporters. The platform serves a diverse range of users, including nonprofit organizations, educational institutions, and healthcare foundations, all of which rely on effective fundraising strategies to support their missions. iWave is particularly beneficial for development officers, grant writers, and fundraising teams who need to navigate the complexities of donor engagement. With its extensive database, iWave allows users to explore individuals, foundations, and corporations, uncovering ideal prospects based on wealth, philanthropic tendencies, and biographic information. One of the standout features of iWave is its Live Profiles, which ensure that donor data remains current with real-time updates. This functionality is crucial for maintaining personalized outreach, as it allows organizations to engage with prospects in a timely manner. Additionally, the platform offers robust Screening capabilities, enabling users to evaluate potential donors based on their giving capacity, philanthropic history, and alignment with specific causes. This targeted approach helps nonprofits focus their efforts on individuals and organizations most likely to support their initiatives. iWave also facilitates the creation of Prospect Lists, allowing users to quickly compile high-quality, targeted lists that streamline fundraising efforts. The platform's advanced Modeling and Analytics tools further enhance this process by identifying the best-fit donors for specific fundraising programs. This data-driven approach not only maximizes the impact of fundraising campaigns but also ensures that teams can prioritize their outreach efforts effectively. Furthermore, the Connections feature enables users to discover influential prospects linked to existing donors, thereby expanding their network and fostering new relationships. With seamless Integrations, iWave enriches existing records with advanced data and analytics, significantly improving operational efficiency. By addressing critical questions that fundraising professionals face—such as identifying the best prospects, engaging them effectively, and maximizing impact—iWave equips nonprofits with the confidence and insights needed to achieve their goals. This comprehensive platform stands out in the donor intelligence landscape, providing organizations with the tools necessary to enhance their fundraising strategies and drive meaningful change.

Average Rating: 4.6/5.0

Total Reviews: 569

How Do G2 Users Rate iWave?

  • Ease of Use: 8.9/10 (Category avg: 8.8/10)
  • Quality of Support: 9.0/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)

Who Is the Company Behind iWave?

  • Seller: Kindsight
  • Company Website:
  • Year Founded: 1991
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    348 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Prospect Research Analyst, Development Associate
  • Top Industries: Non-Profit Organization Management, Higher Education
  • Company Size: 42% Medium, 42% Small

What Do G2 Reviewers Say About iWave?

AI-generated summary from verified user reviews

Pros
  • Users find iWave to be exceptionally easy to use, especially beneficial for beginners in prospect research.
  • Users commend the amazing customer support provided by iWave, enhancing their overall experience with the platform.
  • Users value the seamless integrations of iWave, enabling efficient data management and enhanced collaboration with Salesforce.
  • Users value the efficient search feature of iWave for quickly finding and screening prospects, enhancing donor engagement.
  • Users value the multiple reliable data sources iWave provides, enhancing data sharing and prospect management effectively.
Cons
  • Users express frustration with the inaccuracy of iWave’s data, often finding it outdated or incomplete.
  • Users experience formatting issues with iWave's PDFs, finding them difficult to read and too cluttered.
  • Users experience localization issues with iWave, such as outdated data and challenges in city recognition.
  • Users find the export issues frustrating, facing challenges with PDF quality, naming, duplicates, and restrictions.
  • Users struggle with insufficient documentation, making it difficult to effectively utilize iWave's features and functionality.

What Are Recent G2 Reviews of iWave?

What Are G2 Users Discussing About iWave?

DonorSearch

DonorSearch by EverTrue is the prospect research and predictive intelligence platform built for fundraising teams who need more than a wealth screen. It combines 200 million+ charitable gift records with wealth data and predictive AI scoring to answer the question that matters most: not just who can give, but who's already given, and how likely they are to give again. Scores and intelligence sync directly into your existing CRM, so nothing stands between research and outreach. DonorSearch comes in three products built on that same foundation. DonorSearch Core covers wealth, giving history, and philanthropic indicators. DonorSearch Enhanced Core adds five national predictive models, sold à la carte, for teams going deeper on specific priorities. DonorSearch Ai is two custom models trained on your own organization's giving data, for the sharpest possible read on your donors. Part of the EverTrue philanthropy-first intelligence platform, DonorSearch gives fundraising teams the clarity to know who to prioritize, how to engage them, and what to do next — turning data into real donor connections. Because the causes that matter most can't afford to go without.

Average Rating: 4.6/5.0

Total Reviews: 224

How Do G2 Users Rate DonorSearch?

  • Ease of Use: 8.8/10 (Category avg: 8.8/10)
  • Quality of Support: 9.7/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.3/10)

Who Is the Company Behind DonorSearch?

  • Seller: EverTrue
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Indianapolis, IN
  • LinkedIn® Page: www.linkedin.com
    331 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director of Development
  • Top Industries: Non-Profit Organization Management, Higher Education
  • Company Size: 55% Small, 37% Medium

What Are Recent G2 Reviews of DonorSearch?

What Are G2 Users Discussing About DonorSearch?

LexisNexis Nexis for Development Professionals

Nexis for Development Professionals streamlines your fundraising research, so you can connect with the perfect donors, maximize contributions, and avoid reputational risk. Enhance your donor database with more than 81+ billion public records* from 10,000+ diverse sources. Nexis for Development Professionals also offers access to extensive licensed content, a news archive spanning more than 45 years, company data and more from our unmatched data collection. Organize your donor information in one place to pull key information about a high-value donor prospect together in a single view. Boost your average donation amount using key wealth and giving indicators such as Wealth Scores, Larkspur Prospects of Wealth® and Guidestar™. You’ll have better insight into a potential donor’s wealth status and donation history and know how much to reasonably ask for.

Average Rating: 4.9/5.0

Total Reviews: 34

How Do G2 Users Rate LexisNexis Nexis for Development Professionals?

  • Ease of Use: 8.8/10 (Category avg: 8.8/10)
  • Quality of Support: 9.1/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.3/10)

Who Is the Company Behind LexisNexis Nexis for Development Professionals?

  • Seller: LexisNexis
  • Company Website:
  • Year Founded: 1970
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    9,857 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Higher Education, Fund-Raising
  • Company Size: 41% Small, 35% Medium

What Are Recent G2 Reviews of LexisNexis Nexis for Development Professionals?

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Blackbaud Raiser's Edge NXT

On average, Raiser's Edge NXT customers experience: - 35% growth in number of donors - 48% growth in number of gifts - 44% growth in total dollars raised Blackbaud Raisers Edge NXT is a cloud-based fundraising and relationship management solution that's smart, fully integrated, and purpose-built exclusively for fundraising. Its advanced technology will streamline your data and reporting processes, increasing operational efficiency, and provide insight to every stage of the constituent lifecycle, helping you attract new supporters, engage them with the right communications according to their unique preferences, and grow their impact on your mission.

Average Rating: 3.9/5.0

Total Reviews: 643

How Do G2 Users Rate Blackbaud Raiser's Edge NXT?

  • Ease of Use: 7.5/10 (Category avg: 8.8/10)
  • Quality of Support: 7.5/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 9.3/10)

Who Is the Company Behind Blackbaud Raiser's Edge NXT?

  • Seller: Blackbaud
  • Company Website:
  • Year Founded: 1981
  • HQ Location: Charleston, South Carolina
  • LinkedIn® Page: www.linkedin.com
    3,272 employees on LinkedIn®
  • Ownership: NASDAQ:BLKB

Who Uses This Product?

  • Who Uses This: Development Associate, Development Coordinator
  • Top Industries: Non-Profit Organization Management, Higher Education
  • Company Size: 48% Medium, 41% Small

What Do G2 Reviewers Say About Blackbaud Raiser's Edge NXT?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Blackbaud Raiser's Edge NXT, finding it user-friendly and efficient.
  • Users appreciate the intuitive design of Blackbaud Raiser's Edge NXT, making it accessible for all experience levels.
  • Users appreciate the user-friendly interface of Blackbaud Raiser's Edge NXT, making it easy for all skill levels.
  • Users appreciate the flexibility and extensive features of Raiser's Edge NXT, enhancing their fundraising effectiveness.
  • Users appreciate the flexibility and comprehensive features of Blackbaud Raiser's Edge NXT, enhancing their donor management capabilities.
Cons
  • Users express frustration over missing features, highlighting limitations in database functionalities and event form capabilities.
  • Users find the database issues frustrating, especially the lack of functionalities in WebView compared to Database View.
  • Users find the limited features of Blackbaud Raiser's Edge NXT frustrating, expressing a need for enhanced functionalities.
  • Users find the transfer differences and limitations between database and NXT frustrating, complicating task execution.
  • Users desire limited access to multiple donors simultaneously and more integrations for improved functionality and efficiency.

What Are Recent G2 Reviews of Blackbaud Raiser's Edge NXT?

What Are G2 Users Discussing About Blackbaud Raiser's Edge NXT?

Instrumentl

Instrumentl is the only all-in-one grant solution that turns your entire grant lifecycle into a strategic advantage. Discover best-fit opportunities, craft winning proposals faster, streamline your grant management, and cultivate lasting funder relationships—all in one place. Key features: - Intelligent matching to 20,000+ expertly created, active grant opportunities - AI-powered grant writing tool that learns from your past applications - Database of 400,000+ funders with interactive 990 reports - Peer prospecting tools and advanced funder insights into historical giving data and patterns - End-to-end grant tracker with automated workflows - Custom reports and real-time performance dashboards - Award-winning customer support with 4.8/5 satisfaction rating Start a 14 day free trial today: www.instrumentl.com

Average Rating: 4.9/5.0

Total Reviews: 128

How Do G2 Users Rate Instrumentl?

  • Ease of Use: 9.6/10 (Category avg: 8.8/10)
  • Quality of Support: 10.0/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.3/10)

Who Is the Company Behind Instrumentl?

  • Seller: Instrumentl
  • Year Founded: 2016
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    120 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Executive Director, Grant Writer
  • Top Industries: Non-Profit Organization Management, Fund-Raising
  • Company Size: 88% Small, 11% Medium

What Are Recent G2 Reviews of Instrumentl?

What Are G2 Users Discussing About Instrumentl?

Windfall

Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 800 data-driven organizations use Windfall to power their business.

Average Rating: 4.8/5.0

Total Reviews: 56

How Do G2 Users Rate Windfall?

  • Ease of Use: 8.8/10 (Category avg: 8.8/10)
  • Quality of Support: 9.8/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.3/10)

Who Is the Company Behind Windfall?

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Fund-Raising
  • Company Size: 52% Small, 30% Medium

What Are Recent G2 Reviews of Windfall?

GrantStation

GrantStation.com provides nonprofits, educational institutions, and government agencies with access to one of the largest professionally curated databases of grant opportunities. Our platform helps you discover the right funding sources for your programs or projects while offering expert resources to guide you through every step of the grantseeking process, so you can secure the support you need with confidence.

Average Rating: 4.7/5.0

Total Reviews: 29

How Do G2 Users Rate GrantStation?

  • Ease of Use: 9.0/10 (Category avg: 8.8/10)
  • Quality of Support: 9.7/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.3/10)

Who Is the Company Behind GrantStation?

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 69% Small, 24% Medium

What Are Recent G2 Reviews of GrantStation?

Foundation Directory Online

Foundation Directory Online is a valuable resource for nonprofits’ fundraising needs. With interactive maps and charts, RFPs, and key funder and grants insights, FDO helps nonprofits identify funding sources, build their prospect networks, and win the funding to support their missions.

Average Rating: 4.6/5.0

Total Reviews: 46

How Do G2 Users Rate Foundation Directory Online?

  • Ease of Use: 8.5/10 (Category avg: 8.8/10)
  • Quality of Support: 8.0/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.3/10)

Who Is the Company Behind Foundation Directory Online?

  • Seller: Candid
  • Year Founded: 2019
  • HQ Location: New York City, NY
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Education Management
  • Company Size: 78% Small, 17% Medium

What Are Recent G2 Reviews of Foundation Directory Online?

What Are G2 Users Discussing About Foundation Directory Online?

Blackbaud ResearchPoint

Blackbaud prospecting software uses advanced proprietary analytics methods to evaluate data from over 100 fully compliant data sources.

Average Rating: 4.2/5.0

Total Reviews: 12

How Do G2 Users Rate Blackbaud ResearchPoint?

  • Ease of Use: 8.0/10 (Category avg: 8.8/10)
  • Quality of Support: 7.8/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.3/10)

Who Is the Company Behind Blackbaud ResearchPoint?

  • Seller: Blackbaud
  • Year Founded: 1981
  • HQ Location: Charleston, South Carolina
  • LinkedIn® Page: www.linkedin.com
    3,272 employees on LinkedIn®
  • Ownership: NASDAQ:BLKB
  • Phone: +1.843.216.6200

Who Uses This Product?

  • Company Size: 50% Small, 42% Medium

What Are Recent G2 Reviews of Blackbaud ResearchPoint?

What Are G2 Users Discussing About Blackbaud ResearchPoint?

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. Get insights on your existing prospects and clients using our platform and target new prospects based on wealth scores and lifestyle attributes using WE Prospect. WealthEngine is an Altrata company, a part of Euromoney PLC. Altrata is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. Together, we provide data and intelligence on the most impactful people to our clients' success.

Average Rating: 4.3/5.0

Total Reviews: 65

How Do G2 Users Rate WealthEngine?

  • Ease of Use: 8.5/10 (Category avg: 8.8/10)
  • Quality of Support: 8.2/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.3/10)

Who Is the Company Behind WealthEngine?

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Higher Education
  • Company Size: 45% Medium, 43% Small

What Are Recent G2 Reviews of WealthEngine?

What Are G2 Users Discussing About WealthEngine?

Signal

Guided by philanthropy-first signals and built for how gift officers actually work. Signal is EverTrue's donor engagement platform — built to turn intelligence into action. Your CRM captures gifts made to your organization. But it can't tell you what's happening right now in a donor's life and their relationship with your mission. Signal can. It unifies social behavior, digital engagement, and career signals — because knowing someone just got promoted, likes your alumni posts, and gave to a cause like yours doesn't just tell you they exist. It tells you who they are, what they care about, and how to start a conversation worth having. That's what it means to show up knowing what matters. And that's what turns a touchpoint into a relationship. Signal then gives your team what they need to act: structured cadences, trip planning, meeting prep, and a mobile companion that keeps gift officers connected and prepared whether they're at their desk or in the field. So your team shows up to every conversation ready. Not reactive. Not guessing. Signal works alongside your CRM, so your team spends less time managing data and more time building the relationships that lead to gifts.

Average Rating: 4.4/5.0

Total Reviews: 25

How Do G2 Users Rate Signal?

  • Ease of Use: 9.3/10 (Category avg: 8.8/10)
  • Quality of Support: 9.6/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.3/10)

Who Is the Company Behind Signal?

  • Seller: EverTrue
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Indianapolis, IN
  • LinkedIn® Page: www.linkedin.com
    331 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Higher Education
  • Company Size: 77% Medium, 12% Large

What Are Recent G2 Reviews of Signal?

What Are G2 Users Discussing About Signal?

Fundmetric

Fundmetric is an AI driven data capture infrastructure platform designed for nonprofits. We leverage the data you already have, augment it with additional data sources, and generate new constituent data to deliver smarter lists. Fundmetric works at every stage of the donor journey to provide nonprofits with the information they need to make smarter, more sustainable decisions. Our growing list of predictive features goes beyond just demographic and donation data, to activate your coalition of strongest supporters, and move them up the giving pipeline. A full service data ecosystem, Fundmetric identifies missed revenue opportunities with machine-learned lists.

Average Rating: 4.8/5.0

Total Reviews: 10

How Do G2 Users Rate Fundmetric?

  • Ease of Use: 8.8/10 (Category avg: 8.8/10)
  • Quality of Support: 9.0/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)

Who Is the Company Behind Fundmetric?

  • Seller: Fundmetric
  • Year Founded: 2013
  • HQ Location: Halifax, Nova Scotia
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 45% Small, 36% Medium

What Do G2 Reviewers Say About Fundmetric?

AI-generated summary from verified user reviews

Pros
  • Users value the insightful campaign management features of Fundmetric, enhancing fundraising efforts with data-driven engagement strategies.
  • Users praise the responsive customer support of Fundmetric, greatly assisting in implementation and enhancing user experience.
  • Users find Fundmetric remarkably easy to use, making daily fundraising activities more efficient and straightforward.
  • Users value the powerful functionality of Fundmetric, leveraging insights and AI tools to enhance fundraising strategies effectively.
  • Users value the fundraising efficiency of Fundmetric, gaining insights that enhance donor engagement and campaign optimization.
Cons
  • Users face significant integration issues with Fundmetric due to the lack of API functionality, hindering usability.

What Are Recent G2 Reviews of Fundmetric?

What Are G2 Users Discussing About Fundmetric?

Tessitura

Unify operations. Deepen customer relationships. Grow revenue. Tessitura is a nonprofit technology company dedicated to helping arts and culture organizations thrive. Our comprehensive CRM platform is built specifically for the cultural sector, integrating ticketing, fundraising, memberships, marketing, education and business insights into one powerful system to fuel your mission’s success. Tessitura’s unified CRM provides a comprehensive, 360-degree view of every individual who interacts with your organization — whether they’re a ticket buyer, donor, member, volunteer or student. All customer interactions, from purchases and contributions to communications and preferences, are captured in a single, accessible profile. This centralized data enables teams across departments to personalize engagement, track relationships over time and make data-driven decisions. The platform also supports complex relationship mapping — connecting individuals to households, schools, foundations and networks — while maintaining industry-leading security and user permissions. With Tessitura, customer data becomes a strategic asset, powering insights, workflows and lifelong engagement. Key features include: Ticketing & admissions Sell any type of ticket — general admission, timed entry or reserved seating — with flexible tools for dynamic pricing, subscriptions and promotions. Fundraising & memberships Manage the full donor lifecycle, from online giving to major gifts and planned giving, with integrated stewardship and campaign tracking. Marketing Use behavioral data to create targeted, multichannel campaigns that drive engagement and revenue. Business insights Make data-driven decisions with drag-and-drop analytics, customizable dashboards and cross-departmental insights. Mobile & e-commerce Deliver seamless, branded experiences for ticketing, donations and memberships — optimized for mobile. More than software … a community. Tessitura supports over 800 organizations in 10 countries, including theaters, museums, zoos, aquariums and symphonies. Our team provides 24/7 support and expert guidance to help organizations grow revenue and build lasting engagement. Tessitura is a proven, scalable solution tailored to the unique needs of the cultural sector.

Average Rating: 3.8/5.0

Total Reviews: 77

How Do G2 Users Rate Tessitura?

  • Ease of Use: 6.2/10 (Category avg: 8.8/10)
  • Quality of Support: 7.7/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 9.3/10)

Who Is the Company Behind Tessitura?

Who Uses This Product?

  • Top Industries: Performing Arts, Non-Profit Organization Management
  • Company Size: 65% Medium, 29% Small

What Do G2 Reviewers Say About Tessitura?

AI-generated summary from verified user reviews

Pros
  • Users value the incredible customer support from Tessitura, noting its responsive and helpful team enhances their experience.
  • Users highlight the robust functionality of Tessitura, appreciating its adaptability and strong customer support.
  • Users appreciate the ease of use of Tessitura, finding it intuitive with accessible support and comprehensive functionalities.
  • Users appreciate the helpful customer support and responsive team, enhancing their experience with Tessitura's robust system.
  • Users value the comprehensive data analytics capabilities of Tessitura, enhancing productivity and reporting for theater operations.
Cons
  • Users find the difficult learning curve of Tessitura challenging, particularly for newcomers and those unfamiliar with CRM systems.
  • Users find the learning curve steep, particularly for newcomers, making the system feel overwhelming at times.
  • Users find Tessitura has a significant learning difficulty due to its complex system and non-intuitive interface.
  • Users find Tessitura's complexity overwhelming, making troubleshooting and adaptation difficult for new staff and users.
  • Users often find the complexity of Tessitura overwhelming, making training and effective usage challenging for many teams.

What Are Recent G2 Reviews of Tessitura?

What Are G2 Users Discussing About Tessitura?

Fundraising Report Card

Fundraising Report Card is a cloud based analytics & reporting platform for nonprofits that drill-downs on donor retention, donor churn, and produces interactive charts and visualizations that help make sense of donor data.

Average Rating: 4.6/5.0

Total Reviews: 12

How Do G2 Users Rate Fundraising Report Card?

  • Ease of Use: 9.5/10 (Category avg: 8.8/10)
  • Quality of Support: 8.3/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.3/10)

Who Is the Company Behind Fundraising Report Card?

Who Uses This Product?

  • Company Size: 50% Small, 42% Medium

What Are Recent G2 Reviews of Fundraising Report Card?

Millennium

Millennium is a donor relationship management tool that provides you with a view of donation activity, communications received, events attended, and personal relationships.

Average Rating: 4.0/5.0

Total Reviews: 13

How Do G2 Users Rate Millennium?

  • Ease of Use: 7.6/10 (Category avg: 8.8/10)
  • Quality of Support: 7.7/10 (Category avg: 8.9/10)
  • Has the product been a good partner in doing business?: 7.1/10 (Category avg: 9.3/10)

Who Is the Company Behind Millennium?

Who Uses This Product?

  • Company Size: 38% Medium, 31% Small

What Are Recent G2 Reviews of Millennium?

Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024

Learn More About Donor Prospect Research Software

What is Donor Prospect Research Software?

Donor prospect research software provides fundraising intelligence that helps nonprofit organizations identify prospective donors and strategically tailor their outreach. These solutions pull data from various sources to identify donor affinities and past philanthropic history and use wealth screening to estimate giving capacity. Fundraising teams can then integrate this prospect research into their donor database and identify their top prospects. This is especially useful when targeting outreach for major gifts and capital campaigns, but all fundraising efforts benefit from this donor data. 

While most donor prospect research solutions focus on identifying new prospects for individual giving, some products may also provide corporate and foundation fundraising intelligence that helps grant writers seek out new fundraising opportunities.

What are the Common Features of Donor Prospect Research Software?

The following are some core features within donor prospect research software that can help fundraisers identify new major donors:

Searchable database: Donor prospect research tools are powered by data providers that feed different data sets into a searchable database. Users can access prospects' biographical, philanthropic, and wealth data to identify past giving history and current giving capacity and determine how to connect with these potential donors. Users can search for prospects in specific career areas or affinity groups.

Prospect profiles: After identifying specific prospects, profiles can be built to aggregate all relevant information in one accessible location. Users can quickly access demographic information, contact information, and probability scores for donor potential.

Wealth screening: Wealth screening pulls from sources such as real estate investments, political contributions, corporate affiliations, and stock holdings to determine a prospect’s estimated giving potential. By knowing the realistic giving range of a prospect, fundraisers tailor their stewardship efforts more strategically.

CRM integration: Donor prospect research software should integrate with a nonprofit CRM or similar donor management system. This allows users to populate donor records with the data gained from the prospect research and, in some cases, automate the process of re-screening and updating the wealth and philanthropic data. These additional insights can help sort donor records and build lists of prospects for specific campaigns based on rankings assigned by the donor prospect research tool.

Predictive analytics: Newer donor prospect research software uses AI to provide actionable insights to fundraisers and help them hone in on the prospects most likely to support specific campaigns and initiatives, from major gifts, to planned giving, and even specific program grants. Modeling tools help identify prospects most aligned with existing donor profiles. With analytics, fundraisers can craft better messaging to the right donors at the right time and boost donor acquisition and retention.

What are the Benefits of Donor Prospect Research Software?

The primary benefits of donor prospect research software are mentioned below:

Data-driven prospecting: Donor prospect research systems help fundraisers access deeper insights into prospective and current donors, saving time in their outreach efforts. By removing the guesswork, fundraisers know how much to ask from their prospects and which prospects to target for specific giving areas. Users can drill into specific wealth ranges or donor affinities and uncover missed opportunities in their current supporter base as well.

Improved donor retention: Aided by analytics and automation features, fundraisers can ensure they send the proper messaging to donors at the right time. It is easy to overlook donors when caught up in acquisition and prospecting efforts, so donor prospect research software removes some of this burden from fundraising staff. Additionally, fundraisers don’t have to worry about making unreasonable gift requests from donors with incompatible giving capacities.

Better donor relationships: Donor prospect research software allows fundraisers to access an incredible amount of information about prospective and current donors. This wealth, philanthropic, and biographical data help fundraisers know their donors better as people, leading to stronger relationships overall. Donors want to feel valued and connected to missions that align with their affinities.

Who Uses Donor Prospect Research Software?

Fundraising and development teams use donor prospect research to support fundraising campaigns. Wealth screening and donor affinities are extremely useful data points when determining which current and prospective new donors to target for solicitations. Fundraisers can craft better messaging if they know that a prospective donor has a particular interest in their organization’s mission, and they can set more realistic expectations for a donor’s giving capacity. Grantwriters and corporate relationship staff also use these tools to identify grant and sponsorship opportunities.

Software Related to Donor Prospect Research Software

Related solutions that can be used together with donor prospect research software include:

Nonprofit CRM software: Wealth and giving capacity information pulled by donor prospect research can often be integrated into donor records in a nonprofit CRM database.

Alumni management software: Educational institutions also rely on donor prospect research tools to target alumni for fundraising campaigns. 

Challenges with Donor Prospect Research Software

Software solutions can come with their own set of challenges. 

Data relevancy: Donor prospect research software relies on data integrations and providers to power the search functionality. Without a sufficient amount of publicly accessible information, users may not be able to get entirely accurate prospect research. Wealth screening may not reflect a donor’s current giving potential, and philanthropic history can be spotty if the donor makes anonymous gifts.

Pricing model: Some donor prospect research tools charge per prospect screening, which may be prohibitive to nonprofit organizations with a smaller budget. This can result in the prospect research database being used too infrequently to generate accurate data or still results in many missed opportunities due to rationing out prospect screening.

Ineffective stewardship strategy: While donor prospect research software offers actionable insights, fundraising staff still have to have an effective strategy in place to use that data and build donor relationships. The software cannot automate every part of the process, and fundraisers must interpret the data with their specific circumstances in mind. If an organization has an understaffed fundraising team or cannot retain donor relationships, the prospect research will not be as well utilized as it could be.

How to Buy Donor Prospect Research Software

Requirements Gathering (RFI/RFP) for Donor Prospect Research Software

Whether a company is just starting to explore donor prospect research software or is looking for a more appropriate solution for their needs, G2.com can help inform buyers of the market and assist them in selecting the best software product for their business.

For donor prospect research software, the core functionality does not differ much across products. They will likely only differ in which data sources power their search tool and which specific donor databases they integrate. Some products also focus more on foundation and corporate prospecting than individual donor data. Most importantly, buyers should consider the pricing model for each potential product. Donor prospect research providers may charge a monthly or annual subscription or charge per prospect report pulled. Depending on the intended use cadence of this software, nonprofits should weigh the cost versus the benefit.

Compare Donor Prospect Research Software Products

Create a long list

The first step to finding the perfect software solution is to create a preliminary list of products that fit the buyer’s general needs. The next step is to narrow down the list by selecting specific features that are must-haves or requirements for the buyer. G2.com provides information about the best donor prospect research software, allowing buyers to filter options and user reviews to help narrow the product list to a more relevant selection.

Create a short list

Creating a short list of software products is an essential step in the buying process. While it may be daunting to filter through various products, users can get help by utilizing G2’s compare feature. This feature will take products of choice and display them side by side so the buyer can easily determine which software ticks the important boxes on the list. Some donor prospect research tools may only focus on wealth screening and donor affiliations, while others may offer predictive analytics and score prospects based on a variety of data points.

Conduct demos

Once the buyer has narrowed down the product list, the next step is to conduct a demo. Demos allow buyers to see a product and its features in more detail. To ensure a buyer gets the most out of a demo, it’s important to go in prepared. Some of the questions to keep in mind would be: How intuitive is the software for their team? What data sources inform the prospect research? Does it have the potential to screen for both individual donors and grantmaking foundations? Additionally, buyers should inquire about cost, integrations, vendor support, and any concerns they have about the product. Adequate preparation will make it easier for a buyer to compare products after completing the demos.

Selection of Donor Prospect Research Software

Choose a selection team

Executive leadership and senior-level fundraising staff should be involved in the selection process, as they have the biggest stake in achieving an organization’s fundraising goals. The director of fundraising should have the largest influence in the process, as their team’s donor management and fundraising strategy relies on having access to the most comprehensive set of donor data.

Negotiation

Once the selection team has narrowed down their software picks, it’s time to discuss integration options, pricing, and the type of support needed from the donor prospect research vendor. It’s always important to address pricing options, even when they are listed on a vendor’s website. Buyers must determine whether the vendor offers subscription-based or pay-per-report pricing. Many software vendors will provide discounts and custom pricing options based on the buyer's needs.

Final decision

Once a buyer has made the final decision on a product and is ready to move forward with a purchase, it is recommended to conduct a final demo with the entire fundraising team. They can enquire about a trial run and determine the next steps if the product doesn’t ultimately fit their needs. These steps can give a buyer an additional sense of security and confidence when making a final decision.