Donor Search: Donor Search Basics/Overview

What is Donor Search FAQ

1. Donor Search is a third-party company that provides wealth and philanthropic giving history information pulled from a variety of sources including the FEC Political Database, the SEC Political Giving Database, and the IRS 990PF Profiles.
2. The Donor Search-Fundly CRM integration will search the Donor Search database for your existing contacts and populate wealth and philanthropic giving information to the contact’s record if matching information is found.
3. Donor Search matches your contacts to the Donor Search database based on: First Name, Last Name, Mailing Address Line 1, City, State, Zip, AND Country (these fields are all required to pull Donor Search information for a contact) (Donor Search can only match donors who live in the United States).
4. Since there could be multiple people with the same first and last name living in the same city/zip code, Donor Search also provides a confidence score (called a “Quality Score” for each contact record, indicating how confident it feels that the data found is for that specific person/contact. A Quality Score of 18 or higher indicates a high degree of confidence the contact matches the data found.

5. Donor Search provides three levels of wealth and giving information on contacts:

6. Donor Search integration is a “pay per use” service, with users charged per contact record searched. You will only be charged for Donor Search when you scan records (to populate initial data or to update existing data).
7. The Donor Search integration was automatically turned on for all clients who had logged into their CRM v2 account within the last 30 days as of March 22, 2017. For all other clients, the Donor Search integration must first be turned on to be used. To do this, from the Main Menu, select Integrations, then select Donor Search.

8. For new clients, we will provide the first 500 contacts searched in Donor Search free.

9. After scanning, Donor Search Basic/Ignite Level information will appear on the View Contact screen, below the contact’s financial information.

10. By default, Donor Search information is viewable ONLY by system Admins. Other users' access to the Donor Search information can be set in the User Roles/Permissions area.
    

11. If you have bought the Launch or Take-Off level Donor Search data, click the View Summary button to see the detailed donor profile (to upgrade or downgrade your Donor Search subscription/data access level, see our Donor Search: How to Upgrade/Downgrade Your Subscription tutorial).

12. This will show the contact’s detailed giving profile. To see a definition for each item, see our Donor Search: Wealth Information Profile Terms/Definitions tutorial.

13. If you have the Take Off Level data subscription, click the Detail Profile Button in the upper right to see the details of individual donations made by the contact, grouped by category.

14. You can search on Donor Search wealth information in Advanced Search and in Reports.

15. You can refresh/update the wealth/donor information as frequently as you like (see the "Donor Search: How to Add/Update Donor Search Wealth Information to Contact Records" tutorial for details). Generally, it is not necessary to rescan contacts more frequently than every 6-12 months.
16. You can scan the Donor Search database for all existing contacts or just for contacts added to your CRM since the last time you scanned the Donor Search database.

16. See also our Donor Search: Frequently Asked Questions tutorial.