Donor Prospecting & Wealth Screening

Prospecting data in Funraise is powered by our friends at Kindsight, the company behind iWave software. Kindsight uses databases of publicly available data, including demographic data, wealth data, and giving data. This data is then crunched and calculated by Kindsight, providing valuable insights into an individual's wealth, giving interest, and capacity.

No, you do not need a Kindsight account to access prospecting data in Funraise. Funraise has partnered with Kindsight to make this data available in Funraise to maximize your organization’s impact.

Kindsight (iWave) provides prospecting data to thousands of organizations and is one of the most trusted platforms for donor insights. The data that comes from public records is very accurate; from that data some scores and capacity estimates are generated by making assumptions based on those facts. The system is also designed to only return data when the confidence score of a match is high—so if a scan returns data for a potential donor, it means there is a very good chance it's reliable.

Donor prospect research software analyzes wealth indicators, philanthropic history, and nonprofit engagement patterns to identify high-potential donors. It aggregates data from public donor records, financial filings, and donor databases to prioritize prospects. Integrations with CRM systems enables efficient donor tracking and personalized outreach strategies. Tools like Kindsight cross-reference dozens of public databases to score prospects, enabling targeted outreach and reducing unqualified leads.

Major donors typically contribute charitable donations exceeding $10,000 annually, though thresholds vary by organization size. Criteria include sustained giving, leadership roles, or capacity to fund strategic initiatives. Nonprofits often classify current donors in tiers based on cumulative impact, with major donors representing the top percentage of contributors.

Powerful tools like Kindsight, in conjunction with additional tools from Funraise, can uncover promising prospects during the prospect research process. Building a personal relationship through a clear cultivation strategy is a way to turn a general charitable contribution into a major donation, converting loyal donors into your largest donations.

To find major gift donor prospects, combine wealth screening tools with donor engagement analytics. Look for markers like real estate ownership, stock holdings, nonprofit affiliations, or donation history of larger gifts to similar causes. Prospect research tools cross-reference financial capacity with philanthropic alignment to surface high-potential candidates.

With Funraise and Kindsight, you get both wealth data like capacity and real estate holdings along with additional giving and motivation insights like an individual donor’s affiliation with your cause. Wealth screening evaluates financial capacity using assets, income, and investments. Prospect research tools add philanthropic affinity, giving history, and cause alignment. The former identifies capacity; the latter assesses willingness to give. Combined, they create comprehensive donor profiles.

Wealth markers include real estate holdings (>$1M), stock portfolios, private equity stakes, executive roles, and luxury asset or stock ownership (e.g., yachts, art). SEC filings, property records, and business affiliations help validate these philanthropic indicators. Nonprofit fundraising strategies use them to estimate giving capacity.

A wealth assessment analyzes a current donor’s financial capacity through real estate valuations, stock holdings, and career history. It estimates liquid assets and calculates potential gift opportunities. Assessments often use predictive modeling to rank prospects by projected giving ability.

Donor research increases major gift fundraising success rates, reduces wasted outreach, and uncovers hidden connections. It enables personalized asks aligned with donor interests, identifies corporate matching opportunities, and reveals multi-generational giving potential through family wealth analysis.

Donor prospecting systematically identifies new major gift prospects through wealth data analysis, peer networks, and event participation tracking. Advanced tools like Kindsight score prospects using dozens of metrics, including political donations, nonprofit board roles, and alumni affiliations to predict giving likelihood.

Look first to your donor database. Screen existing donors’ hidden capacity using AI-powered tools, analyze peer organization major donor lists, and track event attendees with leadership roles. Combine Kindsight with your Funraise donor base to uncover under-engaged high-net-worth individuals in your geographic or cause area.

This is what wealth screening software is all about! The easiest way to find prospective donors is to evaluate who you've already got on hand. Check for real estate ownership because a person who owns multiple properties or high-value land could be a major gift prospect. Bring in your Development team and Fundraising team up to speed and provide any prospect research consultants with wealth screening tools so their fundraising campaigns can lead to fundraising success.

Funraise’s CRM centralizes donor engagement data, while Kindsight’s iWave integrates real-time actionable insights and AI-driven prospect scoring. Together, they automate major donor identification, prioritize outreach using wealth markers, and generate personalized engagement content—reducing research time and increasing major gift conversions

For an experienced Major Gift Officer with an established major gift program, wealth screening software like Kindsight is key to identifying prospective donors within effective fundraising efforts. Major donor prospects that deliver the largest donations, relationships with donors that lead to planned giving, and turning first-time donors into recurring donors are all results of an enhanced major donor fundraising strategy.