Relationship Profile

Donor Discovery is integrated within the Relationship Profile of Fundraiser Performance Management. Subscribers to Donor Discovery are able to request on-demand access to detailed wealth screenings so front-line fundraisers can have current and reliable data prior to a first meeting with a prospect, or while preparing a proposal. Just click the Run Screen button to request a brand new screening or click Update Report to get an updated screening on a constituent that had previously been run. You will see the Last Screening date and time stamp right above the button as well.

Initially, you will see a summary of the Donor Discovery data (outlined below). Click on Open Full Report to drill into a detail view that includes a full summary of:

• Philanthropic Giving

• Nonprofit Involvement

• Real Estate Ownership

• SEC Insider Stock Transactions

• Recommended Ask Amounts

• “Quality of Match” Scores