Consider a One-time Screening or Annual Plan for Ongoing Access

Does your CRM integrate with a wealth screening and evaluation platform?

Be sure to check!

Ai Prospecting

o They can upload your lists (donors current and lapsed, event attendees, volunteers, newsletter subscribers and more), and compile a prospect list based on affinity.

o Other platforms identify best prospects using ownership databases.

o boodleAI uses their own internal database of 240 million Americans.

Foundations and Corporations

Foundation and Corporate Research: On Your Own

◦ Foundation Directory Online by Candid

◦ 90% of U.S. Foundations don't have websites.

◦ “With Foundation Directory Online, you can put Candid's extraordinary database and fundraising expertise to work for your organization, project, or client, while uncovering information on all 242,000 U.S. Foundations.”

◦ Corporations: search online for information about companies, public/private o ARK Invest o Bloomberg o Fortune 500 o Forbes o Just Capital o News media outlets

Foundation and Corporate Research Tools

◦ Instrumentl oFoundations oCorporations oGovernment entities

◦ Other services oFoundant | GrantHub oGrants.gov oGrantStation | Check for TechSoup discounts oGrantWatch oInside Philanthropy oMetasoft Systems | FoundationSearch