DonorSearch Reviews & Product Details

I value the algorithm’s predictions and the insights I can gather from them, because they help us build stronger relationships with our donors and prospects. I also appreciate working with the data science team to pull out the most meaningful analytics and to surface which prospects are signaling that they’re ready for a deeper relationship with our organization. Review collected by and hosted on G2.com.

The main challenge I ran into was getting familiar with the platform and figuring out how to pull the most accurate, ready-to-use lists for our marketing efforts. Review collected by and hosted on G2.com.

I use DonorSearch to research current or prospective donors, and it compiles a large amount of data into a usable format much quicker than our staff could on our own. I love the flexibility it offers; we can do a one-off search for a particular person or upload a spreadsheet of people's information and get the same data either way. This flexibility allows us to be responsive when meeting new people and efficiently handle bulk research without excessive staff time. Additionally, learning to use DonorSearch is straightforward, and their webinars and customer support are incredibly helpful, especially for utilizing tools like the Prospect Generator. Review collected by and hosted on G2.com.

It is sometimes difficult to match data when a person is not a property owner, or owns the property through an LLC. It's also difficult to assess if we have the right profiles when the person has common names, especially if they are in an urban area, when we do not know much about them to filter through the possible matches in the system. This isn't a challenge that is unique to DonorSearch; I've seen it in other prospect research software. Review collected by and hosted on G2.com.

I like the detailed data that it provides with the different level of certainty. It really allows the user to have different pictures of the donor's giving history and to use the data he or she deems most relevant to their work. I also like how it categorizes the different charity categories (by focus area), which helps with ease of navigation. I also like that it gives suggested ask amounts based on giving history and wealth, which are especially useful for engaging major donors constructively. Review collected by and hosted on G2.com.

I think the filters could be more useful. As opposed to sorting by gift size or another category, filtering out would make it easier to focus on certain gifts or see a total quantity or giving amount in a specific category. Review collected by and hosted on G2.com.

The customer service is wonderful and the mass uploads are so helpful for a small team like ours. Review collected by and hosted on G2.com.

The products extensive features are somethings not very intuitive, but once you understand the flow, it's a great product. Review collected by and hosted on G2.com.

DonorSearch is a leader in nonprofit advancement strategy. As a small advancement team with limited resources, DonorSearch allows us to prioritize our fundraising efforts and focus our work. The DonorSearch is also committed to helping nonprofits succeed and remain an industry leader through their podcast series, webinars, and articles. All of this is free and accessible to everyone. Review collected by and hosted on G2.com.

DonorSearch's integration with certain CRMs is somewhat limited. Still, I think that the choice of the best tool should not be restricted solely by how well it connects with existing systems. Review collected by and hosted on G2.com.

I like DonorSearch for its helpful client support. Our contact is always very willing to help, strategize, and offer recommendations. I also appreciate the integrated search function, which allows me to drill down on the correct individual I'm hoping to learn more about. Review collected by and hosted on G2.com.

I think the interface looks a bit outdated, although it seems this has been addressed in the new 2.0 version. I'd love to see some improvements in the prospecting features. The nonprofit categories don't seem specific enough to capture the correct type of prospect for a particular organization. Review collected by and hosted on G2.com.

What's been most helpful about DonorSeach is the sheer volume of training courses available to help you get the most out of the product. With DonorSearch comes options to connect directly to Salesforce or screen records in easy-to-use processes that come with detailed instructions. But screening records is just the beginning. There's much to learn and determine about your donors and DonorSearch has a depth of features that you need to take time to consider. Review collected by and hosted on G2.com.

This isn't a dislike insomuch as a disclaimer. This product is not a silver bullet solution. It doesn't solve problems for you, rather, it's a tool that makes problems easier to solve. If you have the staff and time to invest into the product, it will pay off. Review collected by and hosted on G2.com.

DonorSearch offers valuable insights that help you discover high-value prospects with amazing accuracy. With features like wealth screening, philanthropic history tracking, and AI-powered analytics, donor segmentation and cultivation become much more strategic. Plus, its integration with CRM systems makes your workflows smoother and simplifies prospect research and engagement planning. Review collected by and hosted on G2.com.

The platform offers great capabilities, but it's worth noting that some data points might be a bit outdated or need to be verified. A manual review can help with this! Additionally, enhancing the user interface to make it more intuitive would really help, especially when dealing with complex reports. We believe that adding improved filtering options and real-time updates would make the overall experience even better! Review collected by and hosted on G2.com.

I really like DonorSearch's new beta search software, which has enhanced how efficiently we can identify potential donors. It streamlines the process of targeting high net worth individuals that align with our mission, making our search tasks more effective and less time-consuming. Additionally, the ability to import current donors is an incredibly valuable feature for us. It helps us understand our existing donor base better, provides insights into their values, and enables us to identify further potential among those who already support us. Furthermore, DonorSearch’s integration with NEON is fantastic, as it allows our Donor Relations team to quickly identify who they are engaging with and thus new ways to take care of them more effectively. This tool offers a lot of possibilities and makes it easier for us to find and manage our donor relationships. Review collected by and hosted on G2.com.

I find the onboarding process to be slightly delayed, which resulted in us actively using DonorSearch before completing the onboarding. Additionally, their support team, though quick, lacks comprehensive experience. When I faced an issue with uploading a file, support couldn't resolve it, and there seemed to be little interest in understanding how our IT staff eventually solved it. Review collected by and hosted on G2.com.

I love how easy it was to set up DonorSearch, and any questions I had were answered swiftly, particularly with Sarah Thomerson's exceptional support. Her dedication made the onboarding process smooth, and I’m very grateful for her assistance. DonorSearch is allowing our foundation to expand our contacts and enhance stewardship for our development program, which is crucial for our growth. I appreciate the marketing tool and its compatibility with other CRMs we use, such as Salesforce, making data transfers seamless. Additionally, the platform’s focus on the geographical and regional areas we service is a distinct advantage, as it aligns closely with our foundation's needs without the distraction of unnecessary global reach. Overall, the excellent customer service makes DonorSearch a valuable investment for our foundation. Review collected by and hosted on G2.com.

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