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Wealth Screening & Donor Profiles

Access member-only donor research tools and services to support your major gift strategy

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Wealth screens evaluate a donor’s potential financial capability to give to an organization. They are a valuable part of major donor cultivation because they can give you important insight into how much a donor could give to your organization. They also illuminates which donors you should focus on, ensuring that you’re using your valuable time on the right people.

Once you’ve performed a wealth screening, you can also take it a step further and produce a donor profile to gather additional information to inform your next steps. These verification profiles will provide you with information and confidence to determine a specific ask amount.

With INN’s service offerings, you can perform wealth screenings on your own with a subscription to DonorSearch or submit donor files for our team to screen for you. You can also take advantage of a discounted service to produce donor profiles with our preferred vendor, Apsire Research Group, LLC.

DonorSearch

Perform wealth screenings on your own with a subscription to DonorSearch.

DonorSearch is a robust online prospect research tool that provides wealth and philanthropy screening services and analytics to uncover your best donors and prospects. INN provides members with discounted annual subscriptions to this tool, including access to help guides and training resources.

Pricing: INN provides 12-month subscriptions to DonorSearch to its members at a discounted price of $1,000 per year. That’s a 60% savings for your newsroom.

Initiate or renew your DonorSearch subscription today.

Sign up or renew your subscription.

Wealth Screenings

Submit donor records for our team to screen for you.

INN can take some of the work load off of you by performing wealth screenings for your organization. You can provide our team with a list of the donors to screen and we will provide your with a report outlining their giving potential and more. By doing so, you’ll also be given guided materials and invited to webinar events to help you understand your report and guide your next steps.

Pricing: Each calendar year, INN will perform wealth screening on your first 500 contacts at no costs. Beyond the first 500 names, INN charges $.20 per submitted donor name.

Part of the concept behind wealth screening is to screen all of your donors — the idea being that you don’t know which of your small dollar donors are potential major donors. We recommend screening a significant portion of your donor file, even if it exceeds 500 names. Please note that it can take up to three weeks to receive your wealth screening results after your donor file submission.

Request a wealth screening.

Donor Profiles

Hire Aspire Research Group, LLC to produced donor profiles at a discounted price.

Verification Profiles are the next step after a wealth screening. They give you information and confidence to determine the next ask amount. INN has partnered with Aspire Research Group LLC to provide Verification Profiles a la carte that (1) confirm the accuracy of information matched by tools like DonorSearch, (2) find additional key pieces of information, and (3) explain or highlight anything unusual. View samples of their work.

Pricing: Aspire Research Group, LLC provides a special offer to INN members at $65 per Verification Profile (example) plus a free 1-hour prospect strategy meeting (value of $175).

Contact Aspire Research Group

Questions about any of these services? Contact growthprograms@inn.org.

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