Helping Nonprofits Succeed
Turn Data into Dollars
Donor Wealth Screening & Intelligence Synthesis
Your donors have capacity. We help you discover it and act on it.
You're Leaving Money on the Table
Your donor database is filled with hidden opportunities. Major gift prospects are sitting in your system right now, but you don't know who they are or how to approach them.
Wealth Intelligence That Works
We don't just hand you raw data.
We give you a clear roadmap to your next major gifts with actionable insights your team can use immediately.
Comprehensive Wealth Screening
We analyze your entire donor database to uncover hidden capacity, using proven tools and proprietary research methods.
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Real estate holdings and property values
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Business ownership and leadership positions
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Stock holdings and investment portfolios
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Philanthropic history and giving patterns
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Foundation and board affiliations
Intelligence Synthesis
Raw data means nothing without context. We transform screening results into crystal-clear donor profiles your team can actually use.
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Prioritized prospect lists with capacity ratings
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Giving likelihood scores based on affinity
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Recommended ask amounts and timing
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Personalized cultivation strategies
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Connection pathways through your network
Strategic Action Plans
We don't stop at insights. We create customized cultivation and solicitation strategies for your top prospects.
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90-day action plans for major gift prospects
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Donor engagement timelines and touchpoints
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Messaging frameworks tailored to each donor
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Moves management tracking systems
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Staff training on wealth data utilization
How We Work
1
Discovery
We audit your current database, understand your fundraising goals, and identify gaps in your donor intelligence.
2
Screening
Our team conducts comprehensive wealth and philanthropic screening using best-in-class tools and manual research.
3
Analysis
We synthesize the data, score prospects, and create donor profiles that tell you exactly who to approach and why.
4
Strategy
You receive actionable recommendations, cultivation plans, and ongoing support to convert prospects into major donors.
The Impact of Strategic Donor Intelligence
3-5 x's
Average increase in major gift pipeline value
60 %
More efficient use of development team time
$50k+
Average new major gift identified per screening
Our clients consistently uncover donors with $100K+ capacity who were previously treated as annual fund prospects.
The difference between knowing and not knowing costs you hundreds of thousands in unrealized revenue.
The Impact of Strategic Donor Intelligence
Let's discuss your donor database and fundraising goals.
No obligation, just honest insights about what's possible.