Use this link to share with your colleagues:
360io - DonorSearch: https://help.pm.leapevent.tech/a/1075730
App Details
Pricing:
Starts at $100/month as of April 2020, subject to change. Contact DonorSearch for pricing.
Good for:
Incorporating prospect research, screening and analysis data into PatronManager.
With the insights you gain from DonorSearch data you can:
- Set target subscription levels and packages for new patrons
- Craft meaningful messaging based on known philanthropic interests
- Identify mid-level prospects for increased giving
- Refine prospect lists by affinity and capacity along with your organization's internal knowledge to prioritize engagement efforts
How it works:
DonorSearch is a prospect identification and qualification solution used by over 5,000 non-profits, including arts organizations and educational institutions. Their 360io app for Salesforce offers real-time sync of 60+ philanthropic and wealth data points viewable directly from your Contact records. Whether you’re looking up each prospect individually or screening a list of many, the app will build a detailed wealth and philanthropy profile for each Contact, which can then be used to share insights with fundraising staff and leadership.
Contact information:
PatronManager clients who would like to learn more about DonorSearch and their 360io application should contact Andy Suther, Director of Strategic Partnerships, by phone at 410-670-7880 x1028 or by email: [email protected]
Useful Links
Actions on the Contact layout allow you to view and retrieve the most up to date DonorSearch data.
When you use the View action, you'll see the Contact's full DonorSearch profile in DonorSearch.
When you use the Retrieve action, the DonorSearch data is captured in PatronManager in a custom object related to the Contact.
Once the data is captured in this way, you can include it in your PatronManager reports, workflows, and other customizations to help you target your fundraising efforts.
