# Best Donor Prospect Research Software - Page 2

*By [Emma Stein](https://research.g2.com/insights/author/emma-stein)*


Nonprofit organizations use donor prospect research software to find potential donors. This type of software is used to identify hidden prospects by accessing and analyzing large volumes of data provided by vendors. Donor prospect research software can provide donor information and match nonprofits with donors based on donor interests. Advanced donor prospect research software can also include tools for intelligent recommendations on how to approach donors or scoring prospects based on their affinity and capacity to donate.

Donor prospect research software usually integrates with [nonprofit CRM](https://www.g2.com/categories/nonprofit-crm) to manage the relationships with the donors and with [fundraising software](https://www.g2.com/categories/fundraising), as well as [nonprofit accounting](https://www.g2.com/categories/nonprofit-accounting) to process and track payments, gifts, donations, etc.

To qualify for inclusion in the Donor Prospect Research category, a product must:

- Provide access to lists of potential donors which include contact information, interests, and wealth information
- Include features to search and filter donor information in order to determine which prospects are more likely to support certain causes
- Allow users to track the donor pipeline and prioritize outreach activities based on the potential of each donor
- Deliver reports on the performance of donor outreach activities, history of donations or gifts, or donor loyalty






## G2 Grid® for Donor Prospect Research Software
![G2 Grid® for Donor Prospect Research Software plotting products by satisfaction and market presence](https://www.g2.com/categories/donor-prospect-research/grids.png?focus%5B%5D=14526&focus%5B%5D=1330542&focus%5B%5D=4432&focus%5B%5D=14537&focus%5B%5D=123250&focus%5B%5D=164149&focus%5B%5D=41851&focus%5B%5D=51129)
Highlighted products: DonorSearch, Nexis for Development Professionals, Blackbaud Raiser's Edge NXT, iWave, Windfall, GrantStation, Foundation Directory Online, and Instrumentl.
Underlying data: [Grid® JSON](https://www.g2.com/categories/donor-prospect-research/grids.json?focus%5B%5D=donorsearch&focus%5B%5D=nexis-for-development-professionals&focus%5B%5D=blackbaud-raiser-s-edge-nxt&focus%5B%5D=iwave&focus%5B%5D=windfall&focus%5B%5D=grantstation-grantstation&focus%5B%5D=foundation-directory-online&focus%5B%5D=instrumentl)


## How Many Donor Prospect Research Software Products Does G2 Track?
**Total Products under this Category:** 39

### Category Stats (Jul 2026)
- **Average Rating**: 4.29/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: EverTrue (+0.85%) - Among all products in this category, EverTrue recorded the largest rating increase compared to last month
*Last updated: July 13, 2026*


## How Does G2 Rank Donor Prospect Research Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,900+ Authentic Reviews
- 39+ 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.


## Which Donor Prospect Research Software Is Best for Your Use Case?

- **Leader:** [DonorSearch](https://www.g2.com/products/donorsearch/reviews)
- **Highest Performer:** [Windfall](https://www.g2.com/products/windfall/reviews)
- **Easiest to Use:** [DonorSearch](https://www.g2.com/products/donorsearch/reviews)
- **Top Trending:** [Instrumentl](https://www.g2.com/products/instrumentl/reviews)
- **Best Free Software:** [DonorSearch](https://www.g2.com/products/donorsearch/reviews)


---

**Sponsored**

### Omatic Software

Omatic Cloud is the nonprofit integration and data platform, built for everyday nonprofit users by nonprofit professionals who understand your workflows. Nonprofits juggle more systems than ever, creating data inconsistencies across systems. By supporting workflows across fundraising, program management, and financial reporting, Omatic Cloud helps you unlock the power of data to inform decisions, engage supporters, and scale your mission. Omatic Cloud provides: - App connectors for nonprofit tools - Bulk data imports (flat files) into CRM & accounting tools - Data transformation - Data mapping & routing - Data validation & deduplication - And much more! Omatic is backed by a world-class support team, providing hands-on implementation & training to help you get integrations live. Founded in 2002 and headquartered in Charleston, SC, we serve more than 3k social impact customers across Healthcare, Cause & Cure, Higher Ed, K-12, Family & Human Services, Arts & Cultural, and Faith-Based Orgs.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=486&secure%5Bchosen_at%5D=2026-07-13T15%3A12%3A31Z&secure%5Bdisplayable_resource_id%5D=398&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=398&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=42995&secure%5Bresource_id%5D=486&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fdonor-prospect-research%3Fpage%3D2&secure%5Btoken%5D=4e390de5e2cf08f0c24f15ad05b64453e82fd41cf2687e51ced213c4dfd1c3c8&secure%5Burl%5D=https%3A%2F%2Fomaticsoftware.com%2F%3Futm_source%3Dreview-site%26utm_medium%3Dg2%26utm_campaign%3Dpaid&secure%5Burl_type%5D=custom_url)

---

## What Are the Top-Rated Donor Prospect Research Software Products in 2026?
### 1. [Wealth-X Screening](https://www.g2.com/products/wealth-x-screening/reviews)
Wealth-X Screening unlocks the potential in your client or prospect data using our unparalleled intelligence on the world’s high net worth (HNW) and ultra high net worth (UHNW) individuals. Our proven expertise in wealth valuation, as well as matching and identity resolution, enables our team of experts to screen your data more accurately and with greater results across the globe. Wealth-X 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:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Wealth-X Screening?**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Quality of Support:** 8.3/10 (Category avg: 9.0/10)

**Who Is the Company Behind Wealth-X Screening?**

- **Seller:** [Wealth-X](https://www.g2.com/sellers/wealth-x)
- **HQ Location:** New York
- **Twitter:** @WealthX (7,891 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1411085 (79 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of Wealth-X Screening?

**"[Time Saver](https://www.g2.com/survey_responses/wealth-x-screening-review-8220880)"**

**Rating:** 5.0/5.0 stars
*— Kim D.*

[Read full review](https://www.g2.com/survey_responses/wealth-x-screening-review-8220880)

---



### 2. [Agilon One](https://www.g2.com/products/agilon-one/reviews)
Agilon's One is a sophisticated, future-ready, Donor Management and CRM solution to help non-profit organizations manage relationships and interactions with their donors, alumni, board members and corporate partners. Our system is configurable to meet your organization's needs with modules for Relationship Management, Contributions Processing, Planned Giving, Donor & Alumni Outreach, Analytics & Modeling, Capital Campaigns, Crowdfunding, Marketing Communications, Events Management, Memberships, Scholarships, and Stewardship.


**Average Rating:** 4.5/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Agilon One?**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Quality of Support:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind Agilon One?**

- **Seller:** [AgilOn](https://www.g2.com/sellers/agilon)
- **HQ Location:** Sweden
- **LinkedIn® Page:** https://www.linkedin.com/company/agilon (4 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of Agilon One?

**"[Agilon User (fundraising professional)](https://www.g2.com/survey_responses/agilon-one-review-476051)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Fund-Raising*

[Read full review](https://www.g2.com/survey_responses/agilon-one-review-476051)

---

**"[User Review of Agilon One](https://www.g2.com/survey_responses/agilon-one-review-8224035)"**

**Rating:** 5.0/5.0 stars
*— Bhavy B.*

[Read full review](https://www.g2.com/survey_responses/agilon-one-review-8224035)

---


#### What Are G2 Users Discussing About Agilon One?

- [What is Agilon One used for?](https://www.g2.com/discussions/what-is-agilon-one-used-for)

### 3. [Atticus](https://www.g2.com/products/atticus-technology-atticus/reviews)
Atticus provides tailored sets of high-potential major donor prospects with in-depth profiles, curated insights, and expert engagement strategies for personalized outreach. Roughly 90% of giving to non-profits comes from 10% of donors. We match your organization’s mission against millions of data points to identify the right prospects from among them. The result is a way to prioritize your donor outreach based on alignment and lifetime donor value. Highly personalized major donor outreach requires highly personalized major donor prospect identification and research. Atticus finds accurate alignment, capacity, and generosity information about your prospects. Learn the key events that shaped their lives and insights about how to connect with them. Our profiles equip your team to engage in the hard work of outreach and connection with confidence. We assist development officers with strategic 1-1 coaching, tactical planning, ongoing assistance, and full cycle training programs. When you need it, Atticus is at your side to help you get the most out of your major donor outreach.



**Who Is the Company Behind Atticus?**

- **Seller:** [Atticus Technology](https://www.g2.com/sellers/atticus-technology)
- **Year Founded:** 2020
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** https://www.linkedin.com/company/atticus-fundraising/ (17 employees on LinkedIn®)






### 4. [Avid](https://www.g2.com/products/avid/reviews)
Fundraising is built on relationships. But in most organizations, the work restarts more often than it builds. Insight sits in reports. Decisions reopen. Campaigns stall between tools. Avid is the Fundraising Operating System built to change that pattern. It runs how fundraising work moves — embedding intelligence directly into execution. The system interprets performance, identifies what should move next, and ensures insight turns into coordinated deployment across your tools and teams. Instead of losing momentum between insight and action, the system keeps them connected. When work builds, relationships deepen. When relationships deepen, revenue becomes more durable. And when revenue becomes durable, growth accelerates. That’s what it means to run as a system.



**Who Is the Company Behind Avid?**

- **Seller:** [Avid](https://www.g2.com/sellers/avid)
- **Year Founded:** 2024
- **HQ Location:** Dallas, US
- **Twitter:** @avid_ai
- **LinkedIn® Page:** https://www.linkedin.com/company/avidsoftware/ (21 employees on LinkedIn®)






### 5. [CharityCAN](https://www.g2.com/products/charitycan/reviews)
CharityCAN indexes several datasets including donation histories, biographies and wealth indicators, enabling you to find all the data you need with a single search. We use machine learning methodologies to group these separate data points into donor profiles and build a relationship graph to reveal connections between prospective donors and your organization.



**Who Is the Company Behind CharityCAN?**

- **Seller:** [CharityCAN](https://www.g2.com/sellers/charitycan)
- **Year Founded:** 2008
- **HQ Location:** Waterloo, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/2222976/ (5 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business





### 6. [Dataro](https://www.g2.com/products/dataro/reviews)
Dataro is an AI-powered fundraising platform designed to help nonprofits enhance donor engagement and optimize fundraising campaigns. By integrating seamlessly with existing CRM systems, Dataro provides predictive insights that enable organizations to target the right donors with the right message at the right time, ultimately increasing donations and improving donor retention. Key Features and Functionality: - Predictive Donor Insights: Utilizes machine learning models to analyze donor behavior, providing actionable insights into donor preferences and predicting future giving patterns. - Targeted Audience Segmentation: Creates precision-targeted donor lists for specific fundraising appeals, ensuring campaigns reach the most receptive audience. - Personalized Communication: Employs generative AI to craft on-brand, fundraising-specific content, enabling personalized donor communications that resonate and drive engagement. - Fundraising Intelligence Center: Offers real-time campaign monitoring and benchmarking, empowering teams to make data-driven decisions and continuously improve fundraising strategies. - CRM Integration: Connects with existing CRM and marketing tools, providing timely, donor-specific fundraising predictions directly within the organization's workflow. Primary Value and Solutions Provided: Dataro addresses the challenge nonprofits face in effectively engaging donors and maximizing fundraising outcomes. By leveraging AI-driven insights, the platform enables organizations to: - Increase Fundraising ROI: By identifying and targeting donors most likely to give, organizations can run more efficient campaigns, reducing costs and increasing revenue. - Enhance Donor Retention: Predictive analytics help identify donors at risk of lapsing, allowing for timely interventions to maintain and strengthen donor relationships. - Optimize Resource Allocation: Automated prospect research and audience segmentation save time and resources, allowing fundraising teams to focus on strategy and engagement. By transforming donor data into actionable intelligence, Dataro empowers nonprofits to run smarter, more effective fundraising campaigns that inspire greater generosity and support for their causes.



**Who Is the Company Behind Dataro?**

- **Seller:** [Dataro](https://www.g2.com/sellers/dataro)
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/dataro/ (40 employees on LinkedIn®)






### 7. [Diligencify](https://www.g2.com/products/diligencify/reviews)
Diligencify, the leading people intelligence provider, leverages a powerful combination of human intelligence and artificial intelligence to curate the world’s leading people intelligence datasets, specializing in wealth insights and diligence information. Diligencify collaborates with prestigious organizations across diverse sectors, including financial services, luxury, non-profit, and education, to empower strategic decision-making in sales, marketing, and compliance.



**Who Is the Company Behind Diligencify?**

- **Seller:** [Deligencify](https://www.g2.com/sellers/deligencify)
- **Year Founded:** 2023
- **HQ Location:** Dallas, US
- **LinkedIn® Page:** https://www.linkedin.com/company/Diligencify/ (2 employees on LinkedIn®)






### 8. [ExactAsk](https://www.g2.com/products/exactask/reviews)
ExactAsk tells Development teams exactly how much to ask of each individual donor on their list to maximize donation revenue. ExactAsk is a predictive modeling and data visualization platform that integrates with your CRM to pinpoint exactly how much you should ask of each individual person in your campaign based on their willingness to give.



**Who Is the Company Behind ExactAsk?**

- **Seller:** [ExactAsk](https://www.g2.com/sellers/exactask)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 9. [GivingDNA](https://www.g2.com/products/givingdna/reviews)
Causemo Insights is an easy to use tool that helps nonprofits truly understand their donors - who they are, what they care about and which channels to target them on. With Insights, you get dozens of charts showing you enriched information on your donors - how they give, sector benchmarking and the ability to filter and sort that information - while the charts update in real time.



**Who Is the Company Behind GivingDNA?**

- **Seller:** [Causemo](https://www.g2.com/sellers/causemo)
- **Year Founded:** 2002
- **HQ Location:** Dallas, US
- **LinkedIn® Page:** https://www.linkedin.com/company/givingdna-platform/ (2 employees on LinkedIn®)






### 10. [GivingDNA Platform](https://www.g2.com/products/pursuant-givingdna-platform/reviews)
The GivingDNA Platform is a donor research and data visualization tool that helps nonprofits build detailed segments. Fundraisers and direct marketers get automated intelligence that helps you quickly profile and segment your donors and take the next steps toward custom donor experiences. GivingDNA enriches your data with third-party insights so that you can see a 360 view of your constituents. It is easy to use and doesn't require any coding or advanced spreadsheet skills.



**Who Is the Company Behind GivingDNA Platform?**

- **Seller:** [Pursuant](https://www.g2.com/sellers/pursuant)
- **Year Founded:** 2001
- **HQ Location:** Dallas, US
- **Twitter:** @Pursuant (1,923 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/440882 (65 employees on LinkedIn®)






### 11. [Impala for Fundraisers](https://www.g2.com/products/impala-for-fundraisers/reviews)
Impala for Fundraisers is a comprehensive software platform designed to empower fundraising teams in their efforts to secure essential funding. It serves as a centralized hub for researching and prospecting foundations, streamlining the grant-seeking process and saving valuable time and resources. By providing quick access to crucial information on potential grants, including grantmaker contacts and previous grant history, Impala enables fundraisers to focus their efforts on pursuing grants that align closely with their organization's mission and objectives.



**Who Is the Company Behind Impala for Fundraisers?**

- **Seller:** [Impala](https://www.g2.com/sellers/impala)
- **Year Founded:** 2017
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/impala-hospitality-software/ (218 employees on LinkedIn®)






### 12. [Quidnunc](https://www.g2.com/products/quidnunc/reviews)
Quidnunc is a powerful research tool designed for investigative journalists, fundraisers, OSINT specialists, or anyone who wants to uncover the billions of dollars that moves through the 501(c) nonprofit system. Search through 6 million electronically-filed tax returns stored in tabular form, using powerful search filters to search and cross-reference many hundreds of fields; and download up to 10,000 rows of data at a time. Along with detailed financial information about each filing organization, navigate easily through 20 million+ grants, 70 million+ associated persons and organizations, and tens of millions of additional rows detailing an organization’s activities at home and abroad.



**Who Is the Company Behind Quidnunc?**

- **Seller:** [Quidnunc](https://www.g2.com/sellers/quidnunc)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 13. [Raise](https://www.g2.com/products/gravyty-raise/reviews)
Raise is an AI-powered fundraising and donor engagement platform from Gravyty that helps educational institutions and nonprofit organizations identify, engage, and retain more donors at scale. It combines artificial intelligence, automation, and analytics to help advancement teams discover new prospects, prioritize outreach, and deliver personalized communications that strengthen donor relationships. Headquartered in the United States, Gravyty is a leader in AI-driven fundraising and engagement software. Raise empowers institutions to connect, engage, and inspire their communities across the full donor lifecycle. Raise serves higher education, K-12, and nonprofit advancement teams that need to grow participation and revenue without expanding staff resources. Key Features: - AI-Powered Donor Discovery: Automatically surface new prospects and prioritize portfolios with predictive analytics and machine learning. - Personalized Outreach Prompts: Receive daily recommendations on who to contact, why, and how—based on giving likelihood and recent engagement. - Smart Communication Tools: Generate ready-to-send, on-brand outreach emails that save time while maintaining authenticity and personalization. - Integrated Data & CRM Sync: Combine digital giving data and CRM insights to create a unified view of donors and streamline portfolio management. - Performance Insights: Access dashboards and activity tracking to monitor progress, measure outreach success, and inform strategy. Use Cases: Raise is used by advancement offices, major gift officers, and annual giving teams to build efficient, data-driven fundraising operations. Organizations deploy Raise to uncover qualified donors faster, expand portfolio coverage, and ensure more consistent and meaningful outreach across every stage of the donor journey. Benefits: - Expand donor reach and portfolio coverage with AI-driven automation that identifies and prioritizes high-potential prospects. - Empower fundraisers with AI-driven insights and suggested next actions. - Reduce manual administrative work to focus on building authentic donor relationships. - Unify fundraising data and communications for better tracking and collaboration. - Strengthen engagement strategies with real-time analytics and portfolio optimization. Raise helps fundraising teams move from reactive to proactive donor engagement. By combining AI-driven intelligence with practical outreach tools, it enables institutions to reach more donors, personalize every interaction, and achieve sustainable growth in philanthropic outcomes—without increasing operational complexity.


**Average Rating:** 4.3/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Raise?**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Quality of Support:** 8.3/10 (Category avg: 9.0/10)

**Who Is the Company Behind Raise?**

- **Seller:** [Gravyty](https://www.g2.com/sellers/gravyty)
- **Company Website:** https://www.gravyty.com/
- **HQ Location:** London, England
- **LinkedIn® Page:** https://www.linkedin.com/company/gravytyco/ (243 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business


#### What Are Raise's Pros and Cons?

**Pros:**

- Ease of Use (2 reviews)
- Automation (1 reviews)
- Campaign Management (1 reviews)
- Communication (1 reviews)
- Donations Management (1 reviews)

**Cons:**

- Complexity (1 reviews)
- Limitations (1 reviews)


### What Do G2 Reviewers Say About Raise?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Raise, making donor communication seamless and efficient.
- Users praise the **automation features** of Raise, highlighting the ease of implementation within their main system.
- Users value the **easy communication** with donors through Raise, enhancing outreach and engagement after donations.
- Users love the **easy communication** with donors facilitated by Raise, streamlining outreach and donor management.
- Users appreciate the **seamless donations management** that simplifies communication and engagement with donors effectively.

**Cons:**

- Users find the **complexity of manual prompts** cumbersome, making it difficult to efficiently target specific prospects.
- Users find the **complex manual process** for prompt overwriting cumbersome, hindering easy access to specific prospects.

#### What Are Recent G2 Reviews of Raise?

**"[Effortless Automation and Easy Implementation](https://www.g2.com/survey_responses/raise-review-12041685)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Higher Education*

[Read full review](https://www.g2.com/survey_responses/raise-review-12041685)

---

**"[Email-Integrated Donor Outreach Made Easy with Raise/Gravyty](https://www.g2.com/survey_responses/raise-review-12214738)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Broadcast Media*

[Read full review](https://www.g2.com/survey_responses/raise-review-12214738)

---



### 14. [Wisely Donor Management](https://www.g2.com/products/wisely-donor-management/reviews)
Accelerate your fundraising with Wisely Donor Portfolio Management tool powered by AI.



**Who Is the Company Behind Wisely Donor Management?**

- **Seller:** [Wisely](https://www.g2.com/sellers/wisely-b2a86420-b5af-4bc9-81e1-e8c2a2c4b3a3)
- **Year Founded:** 2017
- **HQ Location:** Toronto, CA
- **Twitter:** @fundraisewisely (61 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/fundraisewisely/ (2 employees on LinkedIn®)







## What Is Donor Prospect Research Software?

[Nonprofit Software](https://www.g2.com/categories/nonprofit)

## What Software Categories Are Similar to Donor Prospect Research Software?

- [Fundraising Software](https://www.g2.com/categories/fundraising)
- [Donor Management Software](https://www.g2.com/categories/donor-management)


---

## How Do You Choose the Right Donor Prospect Research Software?

### What You Should Know 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](https://www.g2.com/categories/nonprofit-crm) **:** 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](https://www.g2.com/categories/alumni-management) **:** 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.