How to use DonorSearch

Learn more about the giving capacity of prospective and existing donors inside your Givebutter dashboard with DonorSearch.

Mark Rummel avatar
Written by Mark Rummel
Updated over a week ago

It's never been easier to reveal a donor's giving capacity. Givebutter users have access to DonorSearch's robust prospect research data available with a single click from any contact profile.

How it works πŸ‘€

DonorSearch is a leading provider of prospect research for non-profits and organizations of all types. Pulling information from the largest philanthropic database, DonorSearch uses proprietary algorithms to surface actionable insights, giving history and wealth intelligence that connects more people to your cause.

With DonorSearch's wealth screening tools baked right into Givebutter contacts, you're able to analyze supporters based on their capacity and likelihood to give. Instead of guessing at your fundraising strategy, you'll go in knowing who to ask and which appeal to make to increase your odds of securing a donation.

Integration features ✨

  • Surface public wealth information and philanthropic track records of individuals, directly from the Givebutter dashboard using DonorSearch's Integrated Search.

  • Navigate directly to any Givebutter contact's DonorSearch Advanced Profile with a single click.

screenshots of DonorSearch pages

Available data πŸ“Š

  • DonorSearch Rating: Propensity to give score, DS1-1 is top opportunity, DS1-5 is lowest qualified opportunity, DS3 doesn't have high quality matched data.

  • Target Based On Wealth: This is a giving potential based on a proprietary algorithm that estimates net worth based on known markers of wealth. The range is roughly 10% of the estimated net worth or 2% per year over a five-year pledge. This can be used as an aspirational target or a 5-year giving capacity.

  • Major Gift Likelihood: Rating that shows the prospect's likelihood of being a major gift donor based on a combination of external giving matches and internal giving history to your organization. 300 = most likely; 0 = least likely. If there is no internal history, the rating will only be based on external giving.

  • Annual Gift Likelihood: Rating that shows the prospect's likelihood of being an annual fund donor based on a combination of external giving matches and internal giving history to your organization. 300 = most likely; 0 = least likely. If there is no internal history, the rating will only be based on external giving.

  • Total Likely External Gift Amount: Total dollars the individual likely donated to all charitable organizations.

  • Lowest External Gift Amount: Lower range of the individual's single largest gift elsewhere

  • Largest Gift Organization: Name of the organization where the individual made their single largest gift

Getting access πŸšͺ

You will need a DonorSearch subscription and a Givebutter account to use this integration. DonorSearch is a paid service, and it offers special pricing to Givebutter users. Click the button below to have the DonorSearch team find the best plan and pricing for you!

On the DonorSearch demo form, select Givebutter under Donor Software Used.

Enabling the integration βš™οΈ

Locate your DonorSearch API keys:

  • Visit your DonorSearch dashboard and navigate to My Account.

  • Under Account Options, select API Key - View/Edit.

  • Select Show API Key and copy that value.

Adding your DonorSearch API key into Givebutter:

  • Visit your Givebutter dashboard and navigate to Settings in the left-hand menu bar.

  • Go to Account, and click on Integrations.

  • Locate the DonorSearch box and click Expand.

  • Paste in your DonorSearch API key, and Save.

donorsearch integration

Using DonorSearch πŸ”Ž

Perform an Integrated Search in a matter of seconds!

  • Navigate to your Givebutter dashboard and go to your Contacts page.

  • Select the contact you're interested in researching.

  • Select Profile, then at the bottom, locate the DonorSearch section.

profile tab
  • Click Run Search. Review the public wealth information and philanthropic track record of the individual.

view in donorsearch
  • To view the Advanced Profile in DonorSearch, select "View in DonorSearch" to open your DonorSearch dashboard.

donorsearch dashboard

FAQ πŸ€”

What information is required in a Givebutter contact to accurately complete a search?

The required fields are first name, last name, and address.

How can I navigate to DonorSearch from a Givebutter contact?

How can I pull updated DonorSearch data into Givebutter?

Click Refresh Data, located in the DonorSearch tab on the contact profile.

How can I restart a search for a Givebutter contact?

Select Start a new search at the bottom of the DonorSearch tab on the contact profile.


Related content πŸ“š

Did this answer your question?