Wealth screening tools have transformed how charitable organizations, fundraising organizations, and financial advisors find potential donors and prospects in the public by examining digital data such as real estate records, political donations, and SEC filings to uncover latent wealth and giving capacity. They are not just simple searches, but come with a convenient dashboard, predictive scoring, and connectivity to CRM solutions such as Salesforce or HubSpot, which makes it much easier to rank outreach and maximize campaign outcomes without doing endless manual research.
Whether you are a small charity striving to secure major gifts or a wealth manager building structured client pipelines, the right client management solution can help you save time, uncover new opportunities, and drive measurable growth. In this modern donor landscape, we’ll explore the best tools that stand out for their accuracy, user-friendliness, and overall value.
What is Wealth Screening Software?
Wealth screening software is a dedicated program utilized mostly by nonprofits, fundraising groups, and organizations to examine publicly available information, proprietary databases, and breadth signs to identify donors or potential donors with high capability and ability to provide substantial contributions.
It can use data-driven algorithms and machine learning to rank individuals by uploading donor lists into the software and segmenting them based on potential and identifying risks such as ties to sanctions or PEPs so that it can reach out to individuals, allocate resources efficiently, and ensure compliance with regulations. This is not just a net worth evaluation but an affinity analysis to align with the mission, to maximize fundraising ROI.
Benefits of Wealth Screening Software
A wealth screening tool helps fundraising groups and nonprofits to analyze the data available on the donors to identify the high-capacity prospects in the best way possible. It streamlines the outreach since it focuses on the most promising people to get major gifts.
Key Benefits:
- Identifies major donors who have high financial capacity, including those who have the capacity to contribute over 5000 dollars, and raises the rates of repeat giving to 37.75.
- Fundraising offers an opportunity to be approached based on net worth, income, property, and business affiliations, without excessively requesting too little or too much.
- Helps in quickening the research of donors by extracting the information that is located in the open within a few minutes, instead of working for weeks.
Efficiency Gains
CRM Software will be applied along with CRMs to make decisions regarding segmentation, nurturing, and stewardship of donors, to maximize ROI, and focus on relationships that have high potential to have better results than those that do not. It assists in the recognition of planned giving and strategic planning, like realistic goal setting, depending on the donor’s potential.
Strategic Impact
It provides philanthropic hints to personal interaction besides the capacity scores; however, the results should be the accompaniment of qualitative research to avoid relying on data alone. Overall, it discloses the potential to improve the revenue and long-term support.
List of 12 Best Wealth Screening Tools
1. DonorSearch
DonorSearch is a prominent wealth screening tool that helps nonprofits to match and rank high-potential donors based on insights into large amounts of data on the wealth indicator, philanthropic record, and cause affinity.
It integrates these financial capacity metrics, such as ownership of real estate, stock ownership, and estimated net worth, along with more than 240 million records of charitable gifts, to provide AI-based insights in assisting organizations to discover major gift opportunities based on their current databases or networks through batch screening and profiles.
Key Features:
- Far-reaching profile of prospects with wealth information, business background, real estate, and shareholding.
- The largest philanthropic database in the world with 185 million plus million records of gifts, updated every month.
- AI-based insights through DonorSearch AI to forecast donor preparedness, upgrade interest (e.g., gifts of $250+), and giving habits.
- Automated batch screening, which links up with CRMs such as DonorPerfec,t where a current update of donor capacity and affinity is made.
- Interest, geography, and cause alignment filters to focus on high-impact supporters.
Pricing
- The prices are tailored to the size of the database, screening frequency, and functionality; smaller nonprofits can begin at a matter of thousands of dollars each year, with low-priced monthly plans and upgrade options to sophisticated models.
Website: https://www.donorsearch.net/
2. LexisNexis Wealth Screening
LexisNexis Wealth Screening tools, including Nexis Wealth Navigator and Nexis Development Professionals, are sophisticated instruments that enable nonprofits, fundraising groups, and major gift officers to locate high-value donors using big databases of public files, financial data, and philanthropic backgrounds. With these tools, the prospects have been evaluated based on their wealth capacity using AI-based analytics such as real estate ownership, stock ownership, business affiliation, income estimation, and net worth, and the relationships, past giving history, and affiliation have been mapped to prioritize the prospects with the most donation potential.
Key Features:
- AI-assisted the highest ranking of donors by prosperity, probability of giving, and fit to the organization.
- Wealth measures such as property, stocks, business relationships, earnings, and net worth, among others.
- Volunteer background check of previous donations, nonprofit associations, and giving history.
- LinkedIn relationship mapping and contacts to determine new opportunities.
- Connectivity with CRM systems to nonprofit work without disruption.
- Thousands of U.S. Household profiles due diligence validated.
Pricing:
- Pricing is not publicly available and is tailored to the size of organizations, volume of usage, and features; nonprofits are generally asked to request demos of subscription prices that begin at several thousand dollars per year, and include per-screen fees or batch feature prices.
Website: https://www.lexisnexis.com/en-us/professional/nexis/fundraising/prospect-screening.page
3. iWave / KindSight
iWave is now owned by Kindsight, and it is a popular wealth screening tool used by nonprofits to identify and prioritize major gift donors by aggregating real-time wealth, philanthropic, biographic, and business information purchased from more than 44 sources into detailed profiles.
It scores on AI-based scoring and predictive analytics assessing donor capacity, affinity, and propensity to give, allowing fundraisers to make decisions on gift asks, prospecting, and cultivation based on customized models specific to the objectives of the organization.
Key Features:
- Prospect lists that operate on AI and more than 100 customizable wealth capacity, giving history, and affinity scores.
- Real estate, investments, SEC, previous philanthropy, education, networks, and contacts.
- Live updates, CRM connections (e.g., DonorPerfect, Salesforce), and optional enrichments of the database (e.g., address standardization).
- Bulk screening of hundreds or thousands of records with wealth screening fully transparent on scores.
- Donor behavior, net worth, and relationship mapping predictive analytics.
Price:
- Starter: Starting at $4,150
- Professional: Starting at $5,350
Website: https://kindsight.io/iwave/
4. WealthEngine
WealthEngine is a wealth screening tool with nonprofit and fundraising features, machine learning on billions of data points (across 35 data sources) to form complete donor profiles and predictive analytics, such as real estate, hard assets, philanthropic gifts, and biographic profiles.
Its flagship service, FindWealth Online, is capable of fast on-demand or batch screening that supports functions such as Loop Analysis to effectively cross-check data and Propensity to Give (P2G) ratings to help organizations identify high-net-worth prospects and track their financial change, and create targeted fundraising plans efficiently.
Key Features:
- Archives of 35+ sources of information to profile donors in terms of real estate, securities trading, and social interests.
- Loop Analysis to provide comprehensive multi-pass screening to user-established criteria.
- Propensity to Give (P2G) ratings and predictive modeling to divide donors into giving capacity segments.
- Instant result and list building On-demand or batch screening tools such as FindWealth, WebExpress, and Prospect Generator.
- Wealth change (e.g., Pinpoint on securities) and CRM integration programs such as Salesforce.
Pricing:
- Pricing is tailored according to volume, size of organization, and functionality; it is not available in the market, and there is a need to contact the sales to obtain quotes, starting with free demos or trials.
Website: https://wealthengine.com
5. GivingDNA
GivingDNA is a nonprofit-focused and all-in-one fundraising intelligence platform that is built on wealth screening, data analytics, and data visualization to help organizations discover donor potential and make evidence-based decisions.
It integrates internal constituents and giving data with third-party data like Windfall to calculate exact net worth forecasts, donor conduct data, demographics, and engagement patterns and motivations so that fundraisers can develop segments across the giving pyramid, such as annual gifts and major donors, without having to develop advanced technical capability.
The segmentation and strategy, together with profiling, are simplified using the easy-to-use tool that delivers real-time actionable data to improve personalised outreach and greater revenue.
Key Features:
- Third-party data to add value to the data of 360 views of the donors (including net worth, philanthropy, and affiliations).
- Engaging displays and sorting to focus on the high prospects of donors.
- Weekly, data goes through Windfall integration to ensure that it has real and updated wealth indicators.
- Donor behaviour analytics (demographics, engagement, history of giving), predictive analytics
- Dashboards on targeted campaigns, reporting, and exporting.
- None were coded; open to fundraisers and marketers.
Pricing:
- No list of prices is required in public, and the nonprofit must seek an exclusive demo or quote that is typically determined by the size and requirements of the nonprofit.
Website: https://www.givingdna.com
6. Double the Donation
The wealth screening tools of Double the Donation enhance the ability of nonprofits to find high-potential donors, evaluating the financial potential and giving ability through the analysis of publicly available information such as employment records, real estate ownership, stock ownership, business membership, and previous philanthropic actions.
In comparison to the traditional screening, which requires only a net worth, Double the Donation includes employment information as an important wealth indicator, disclosing donors in large corporations (usually qualified to take a matching gift) and allowing major gifts or challenge matches to be cultivated specifically.
Key Features:
- Checking the employment of 24,500+ companies whose gift and volunteer grant programs are identical.
- Appends are made of real estate, SEC stock ownership, business interests, and political contributions.
- Automatic segmentation of donors and use of automated matching gift emails.
- Identifying prospects in relation to challenge matches and large gifts based on capacity measures.
Pricing:
- Nonprofits get custom pricing depending on the size of their donor database and their features. Contact sales to get a quote (starts with free trials or demos).
Website: https://doublethedonation.com/wealth-screening-software/
Suggested read
7. NPOInfo
NPOInfo is a data enhancement service about nonprofits that is oriented to helping nonprofits incorporate append service data, which enriches their donor databases with the missing data points of employer, contact, demographic, email, phone, date of birth, and mailing address data, and then a wealth screen.
Such pre-screening data cleansing introduces accuracy and functionality to the later results of wealth screening, allowing enterprises to find high-potential donors with a higher degree of predictability, but not a complete wealth-ranking site on its own.
Key Features:
- Missing the appendix of the employer, contact, and demographic services.
- Improved accuracy on the database to attain improved screening results and low false leads.
- Can be scaled to the massive-scale campaigns that are supported by CRM.
- Employer affixing to get corporate giving programs.
- Rates of customer service quality, accuracy rates, and manual checks.
Price:
- Pricing is not publicly listed and varied prices that are, usually based on the size of the donor files and demand; nonprofits must enquire themselves, taking out a quote.
Website: npoinfo.com
8. Insightful Philanthropy
Insightful Philanthropy is a business intelligence tool that enables nonprofits with real-time wealth screening and prospect research using automated news alerts and data aggregation. It uses more than 14,000 news sources in the world, SEC filings, obituaries, and appointments to boards and company transactions and philanthropic activities to identify high-capacity donors, which is delivered as personalized, hand-edited content, and is out of conventional databases.
The tool provides fundraisers with actionable, timely alerts to major gift prospects by uploading donor profiles in your CRM, which would not be found even through traditional search engines.
Key Features:
- Donor news alerts in real-time of such wealth indicators as company sales, SEC filings, and board roles.
- Scans 14,000 and above sources of philanthropic activity, life events, and business affiliations.
- Cherry-picked, customized searches based on the rich database that Newsbank has of past and present information.
- Simple CRM connection: You can simply upload profiles and automatically generate alerts without generic algorithms.
- Gives attention to data on the bigger donor intelligence beyond the net worth, such as affinity and capacity indicators.
Pricing:
- Pricing is subscription-based and tailored to the nonprofit and usually begins with a few thousand dollars per year, depending on the size of the donor database, number of profiles screened, and alert volume – contact sales to obtain quotes since no public tiers are specified.
Website: https://www.insightfulphilanthropy.com
9. Bloomerang (with DonorSearch integration)
Bloomerang CRM Donor management nonprofit, which is linked to DonorSearch, to provide a powerful wealth screening that places the prospect research directly on the donor profile so that the fundraisers can be in a position to view at a glance the potential capacity of a prospective donor, the philanthropic background, and the giving record.
The partnership will help synchronize real-time data and will also incorporate generosity scores and predictive analytics to the profile, and will be able to do targeted campaigning by finding hidden major gift opportunities in the current databases or the newly identified lists of outreach without leaving the Bloomerang platform.
Key Features:
- Richness and philanthropic screening of information to establish financial capacity and mission fit.
- Improved donor profiles with the histories of Bloomerang, enriched with the information from DonorSearch to learn more about the followers.
- Live time prospect research and auto-statistical matching of records to keep the records updated.
- Generosity data (Database profile enrichment): DonorSearch Batch ScreenProspectView fine-tuning research tool on giving capacity and one-on-one research.
- Prospecting Suite to get new top-end followers to your cause.
Price:
- Bloomerang Fundraising: Starting at:$40/monthly
- Bloomerang CRM: Starting at:$125/month
- Bloomerang Volunteer: Starting at:$119/month
Website: https://bloomerang.com/integrations/donor-search/
10. NPOAuthority
NPOAuthority is a dedicated prospect research and wealth screening tools platform that provides nonprofits with an opportunity to pinpoint and rank potential high-quality donors using wealth indicators, philanthropic record, and connections.
It uses information sources such as DonorSearch to provide partners with donor profiles, including estimated net worth, real estate holdings, past donations, board membership, and predictive intelligence about giving capacity and propensity so that it can use the data to drive fundraising efforts, such as focusing on specific campaigns and developing major gifts.
Key Features:
- Bidirectional screening method using wealth and likelihood-to-give forecasts.
- Excel uploads Batch screening with results through an online portal.
- Manuel’s sampling of the best prospects by in-house experts is conducted to a high level of precision.
- My Portfolio tool to sort, filter, search, and export donor data using customizable reports.
- Immediate donor search on any platform, including the information about philanthropic giving (year, amount, and recipient) and nonprofit affiliations.
- Further analytics, such as the Planned Giving Indicator (PGID), to determine the probability of a bequest.
Pricing
The pricing information is not publicly available and seems to be tailored according to the size of the donor list or the needs of the nonprofit, and thus, has to be contacted about pricing, as it is being marketed as an affordable product to organizations of any size.
Website: https://npoauthority.com
11. Campbell & Company
Campbell and Company provides wealth screening services in its nonprofit consulting skills in fundraising, data analytics, and donor engagement. These tools can assist organizations in determining the high-potential donors based on the wealth indicators (such as real estate holdings, assets) and the philanthropic history and business ties, as well as the affinity indicators, in order to develop detailed profiles of the prospect.
Instead of being a separate software, they are offering specialized consulting to qualify prospective and clean donor databases and rank major gift opportunities by capacity and interests to reach out more specifically.
Key Features:
- Determines new donors based on wealth, philanthropy, and affinity data.
- Prepares detailed research descriptions of individuals, corporations, or foundations
- Screens prospects based on assets, interest, and potential.
- Supports database management of donors and customized fundraising plans.
Pricing:
- Pricing variables are not publicly listed and are tailored according to project scope, which is usually delivered in the form of a quote, not as a fixed subscription.
Website: https://www.campbellcompany.com.
12. Brian Lacy and Associates
Brian Lacy and Associates provides wealth screening and data services to nonprofits, universities, and fundraising organizations with special offerings based on the 30-year expertise of analyzing donor and prospect data to offer capacity, inclination, and philanthropic potential.
They have tools that work with a batch screening of databases, individual records search, employment verification through social media, such as LinkedIn, and continuous monitoring of changes of job titles or employers, providing quarterly Excel reports with constituent IDs to be easily uploaded to CRM.
Key Features:
- Batch and individual wealth screening based on rich gift, wealth, and relationship information.
- Employer Update service: Monitors employment/title changes every quarter over 12 months (catches of the order of 25% changes).
- The identification of prospects using AI partners and verification through live.
- Potential identification of matching gifts and list rental.
- Cleansing of data, appending (e.g,. emails, phones), and prospect research.
Price:
- The prices are not publicly available, and one needs to contact them to get their custom quotes according to the list size and services.
Website: https://www.brianlacy.com
Comparision Table
| Tool Name | Best For | Pricing | CRM / Integration | Data Sources / Scope |
|---|---|---|---|---|
| DonorSearch | Nonprofits looking for major gift prospects and detailed donor insights | Tailored to database size & screening frequency; starts in thousands/year | DonorPerfect | 185M+ philanthropic records, real estate, stocks, business background |
| LexisNexis Wealth Screening | Large nonprofits or fundraising teams needing AI-driven donor ranking | Custom pricing, demos required; starts at several thousand/year | Integrates with CRMs | Public records, financial data, philanthropic backgrounds |
| iWave / KindSight | Nonprofits needing predictive analytics and bulk donor scoring | Starter: $4,150; Professional: $5,350 | DonorPerfect, Salesforce | 44+ sources including real estate, SEC, previous philanthropy |
| WealthEngine | Fundraisers wanting Propensity to Give ratings and multi-pass analysis | Custom pricing; contact sales | Salesforce integration | 35+ data sources, real estate, securities, social interests |
| GivingDNA | Organizations seeking an all-in-one fundraising intelligence platform | Custom pricing; demo required | CRM connectivity | Windfall & other third-party datasets |
| Double the Donation | Nonprofits targeting corporate donors and matching gift programs | Custom pricing; free trial/demo | CRM integration available | Employment records (24,500+ companies), real estate, stock, political contributions |
| NPOInfo | Nonprofits needing to clean and append donor data before wealth screening | Custom pricing; quote-based | Scalable for CRM campaigns | Donor database enrichment |
| Insightful Philanthropy | Organizations needing real-time news alerts and hand-curated donor insights | Subscription-based; starts a few thousand/year | CRM upload | Global news sources, philanthropic activity data |
| Bloomerang (with DonorSearch integration) | Small to mid-size nonprofits using CRM who want integrated wealth screening | Fundraising: $40/mo; CRM: $125/mo; Volunteer: $119/mo | Native Bloomerang CRM | DonorSearch database |
| NPOAuthority | Nonprofits requiring planned giving analysis and high-precision donor scoring | Custom pricing; quote-based | Excel uploads, online portal | DonorSearch data & in-house research |
| Campbell & Company | Organizations preferring consulting-based donor research instead of standalone software | Custom pricing; quote-based | Works with client CRM | Wealth indicators, philanthropic history, affinity |
| Brian Lacy and Associates | Nonprofits or universities wanting detailed prospect monitoring & batch screening | Custom pricing; quote-based | Excel exports for CRM | Gift, wealth, relationship data, LinkedIn |
Conclusion
The identification of a prospect and its inclusion in CRM to drive up major gifts and ROIs will be made easier by selecting the correct wealth screening service and Wealth Screening Tools, including DonorSearch, LexisNexis, iWave, or WealthEngine, which will reveal to nonprofits and fundraisers detailed insights into donor capacity, philanthropic history, and affinity through powerful AI-driven analysis.
Not only do these solutions save time in comparison to the olden day research, but also prioritize high-potential supporters through real-time data and predictive analytics, and make sure compliance is followed, among other features, allowing organizations of all sizes to make sustainable growth and change relationships with donors without insider secrets.
To start improving your fundraising strategy today, you may start by evaluating your database size, budget, and CRM needs to get the most suitable one and enhance your fundraising strategy.
FAQs
Q.1 Why should nonprofits be screened in terms of wealth?
It will find out the major donors that will be able to contribute more than 5000 dollars, and in the process boost repeat giving to 37.75. The outreach is made simple with the help of tools; researchers save weeks within minutes and perform segmentation, with the help of data, in order to get a greater ROI.
Q.2 What are the main benefits?
The big advantages are that it has identified high-net-worth prospects using Net worth, income, and property data; CRM integration to cultivate; and predictive analytics to plan giving. It lays stress on high-impact relations and supplements qualitative research.
Q.3 What is so special about DonorSearch?
DonorSearch is the largest philanthropic database (185M+ records, updated monthly) containing AI information about the willingness to donate and giving behavior. It includes such characteristics as single-run screening, CRM sync (e.g., DonorPerfect), cause affinity filters, and costs thousands of dollars to operate annually as a small nonprofit.
Q.4 How does LexisNexis Wealth Screening work?
It assigns donors, by AI, on the basis of real estate, stocks, income, and giving history of gigantic storey databases. Major features: CRM integration, LinkedIn mapping and volunteer checks; custom pricing, which typically ranges in the thousands per year via demo.
Q.5 What are the peculiarities of WealthEngine?
WealthEngine uses 35 and above data sources on Loop Analysis (Multi-pass Screening) and Propensity to Give rating. It documents the changes in wealth, including securities; custom pricing is the selling quotation.