Wealth Profiles is a free integration with DonorView and another software called Donor Search. Donor Search requires a subscription to run the wealth profiles through their platform.
From Donor Search's website:
Donor Search allows you to take your donor information, data found across charitable giving and wealth databases, and AI predictive modeling to provide you with the most comprehensive and actionable insights (about your constituents) to boost your fundraising work.
Benefits:
- Search prospect wealth profiles from within DonorView
- Profile data is automatically stored in DonorView after the search is conducted
- Search from 300 million profiles in DonorSearch's database
- Analyze profile data based on more than 30 criteria such as propensity to give, net worth, estimated annual donations etc.
Cost:
- If you wish to turn on Wealth Profiles you will need to setup an account with Donor Search (https://www.donorsearch.net/).
- Donor Search bills you directly for the service (they can provide the cost); DonorView does not charge any additional fee.
Once you activate your Donor Search subscription, you can initiate the integration in DonorView.
To enable the ability to run Wealth Profiles. a user must be authorized by an Admin level user. Under the organization's User Settings Menu, go to the Users page and then the DonorView Users grid. Select a user in the grid and use View / Edit > Security Settings to update their settings.
On the Security Settings page, under the CRM drop down, select Full Access + Wealth Report. Be sure to click Save in the bottom left corner to save the changes.
