Top wealth screening software platforms
DonorSearch

DonorSearch provides wealth screening and prospect research tools trusted by thousands of nonprofits. It combines AI-driven analytics with a comprehensive database of charitable giving, wealth indicators, and affinity data. DonorSearch stands out for its focus on philanthropic indicators alongside wealth and engagement data, empowering fundraisers to accurately identify and prioritize major gift prospects for more effective outreach.
GivingDNA

GivingDNA offers a next-generation fundraising intelligence platform that unifies wealth screening, donor analytics, and segmentation. Its standout feature is real-time, actionable insights that help nonprofits uncover hidden giving potential and create highly targeted micro-segments. Powered by deep fundraising expertise, GivingDNA is designed to make data-driven fundraising accessible and effective for organizations of all sizes, enabling personalized donor engagement and strategic decision-making.
Windfall Data

Windfall Data specializes in delivering precise, up-to-date wealth intelligence using deep insights into affluent and high-value constituents, including life events and career changes. Windfall is known for its accuracy, simplicity, and ability to support both prospect research and targeted marketing, making it a strong choice for organizations focused on major gifts and planned giving initiatives.
Altrata

Altrata is a global leader in people intelligence, offering access to millions of profiles on wealthy donors, business leaders, and decision-makers worldwide. Its differentiators include global coverage, loads of professional connections, and advanced integration options, making it ideal for nonprofits seeking comprehensive and actionable wealth intelligence.
LexisNexis

LexisNexis provides a robust suite of wealth screening and prospect research tools tailored for all kinds of fundraising. Its solutions combine public records, media monitoring, and AI-powered analytics to deliver deep insights into donor income, net worth, and connections. LexisNexis is distinguished by its extensive data sources, relationship mapping, and advanced due diligence capabilities, helping nonprofits identify, research, and engage high-value donors with confidence.
How to choose the best wealth screening software for nonprofits
- Assess data quality. Look for wealth screening vendors with accurate, up-to-date, and comprehensive data sets.
- Evaluate the integration. Ensure the software connects easily with your CRM and fundraising tools—like Funraise, which integrates Kindsight data directly in the platform for a seamless experience.
- Consider customization choices. Choose tools that let you filter and prioritize based on your organization’s unique needs.
- Review pricing. Match the platform’s pricing to your budget and database size.
- Check support & training. Opt for vendors offering robust onboarding, support, and educational resources.
Best practices and how to use wealth screening tools
Wealth screening best practices are pretty common sense—think about how you'd want your public-yet-sensitive data handled and go forth, friend.
Prioritize data quality before screening
A wealth screening tool is only as good as the data you feed it.
Before diving into prospect research, ensure your donor database is clean, up-to-date, and full of accurate identifiers. This means cleaning and updating your donor database to ensure accurate screening results, removing duplicates, correcting outdated info, merging duplicates, updating addresses, recording valuable donor info, and filling in missing data.
We can't overstate how important this is; you can't build a relationships with donors based on incorrect information. Scrubbing your data dramatically improves the usefulness of any wealth screening service.
Look for hidden gems in your current donors
Don’t overlook loyal annual donors or volunteers—they may have untapped major gift potential.
Don’t just use your wealth screening tool to hunt for brand-new wealthy prospects. Its core strength is surfacing untapped potential within your existing donor base, specifially identifying under-giving donors: supporters who have modest giving histories but high wealth indicators.
For example, a donor who gives $50 annually but has capacity for $5,000 might be your next major donor if cultivated properly. Wealth screening these “hidden gems” lets you adjust your outreach (and ask amounts) appropriately. This wealth screening strategy is surprisingly overlooked, as organizations often fixate on external prospects when their next big donor may already be in the database, just awaiting a bigger ask.
Factor in staff time and training in cost-benefit analysis
As with any technology or tool, in evaluating electronic wealth screening software, you've got to consider not just the price of the software but also the human effort required to use it effectively.
A wealth screening tool isn’t plug-and-play—your team will need time to interpret the results, verify major findings, and integrate those deep insights into your fundraising strategy. Before committing, ask whether you have staff (or budget to train staff) who can turn wealth data into action.
For instance, can you provide training on reading wealth profiles and applying them ethically for your fundraisers? Is there capacity to follow up on newly identified prospects? By accounting for the implementation (not just the subscription cost), you’ll choose a tool that your organization can realistically adopt and derive value from, ensuring a positive return on investment.
Ethical implications and challenges
Respect donor privacy and use only publicly available data. Be transparent with your practices and ensure compliance with all relevant laws and ethical guidelines. Address concerns about data completeness and avoid over-reliance on wealth alone—consider affinity and engagement as well.
Top wealth screening consultants for nonprofits
Donorly

Donorly specializes in helping nonprofits of all sizes grow their fundraising capacity through tailored consulting, with a strong emphasis on donor research software and community-building. Their services include short-term jumpstart programs, fractional development team support, and capital campaign coaching. Donorly stands out for its hands-on approach, leveraging expert prospect research and proven systems to set up organizations for long-term fundraising success.
Donorly services
- Prospect Navigator
- Jumpstart
- Major Gifts Momentum Builder
- Capital Campaign Accelerator
Zuri Group

Zuri Group provides strategic consulting and technology solutions focused on nonprofit fundraising operations, analytics, and digital engagement. Known for their deep technical expertise, they help organizations optimize donor databases, implement prospect research strategies, and integrate wealth screening tools. Zuri Group’s personalized approach and strong technology partnerships make it a go-to resource for nonprofits seeking to modernize their fundraising infrastructure.
BWF

BWF is a global fundraising consultancy that partners with nonprofits to advance their missions through strategic planning, fundraising campaign management, and data-driven prospect development. Their services include wealth screening, prospect research, and analytics, with a focus on integrating technology and best practices. BWF’s differentiator is their holistic approach to helping clients achieve ambitious fundraising goals.
The Helen Brown Group

The Helen Brown Group focuses on prospect research and wealth screening expertise, offering customized research, training, and consulting to nonprofits worldwide. Their team delivers in-depth donor profiles, data analysis, and actionable insights, supporting organizations building robust major gifts pipelines. The Helen Brown Group is known for its commitment to ethical research, industry leadership, and empowering clients through education and hands-on support.
Wealth screening software FAQ
What types of data will wealth screening software look at?
Wealth screening software analyzes data such as income, real estate and stock ownership, political contributions, business affiliations, and past charitable contributions. Platforms like Kindsight, integrated with Funraise, provide a comprehensive donor profile by combining wealth indicators and philanthropic history for accurate major gift prospecting.
What are some wealth screening tips?
Prioritize clean, updated donor data before screening, focus on uncovering hidden major gift potential among current supporters, and use donor segments to target outreach. Leverage integrated solutions like Funraise and Kindsight to streamline workflows and ensure your team is trained to interpret and act on screening results efficiently.
What makes wealth screening software a smart donor research tool?
Wealth screening software automates major gift donor research, quickly identifying major donor prospects with the capacity and inclination to give. With tools like Funraise and Kindsight, fundraisers access real-time, actionable insights within their CRM, enabling data-driven decisions, personalized outreach, and efficient resource allocation for major gift fundraising.
What does wealth screening offer to nonprofits?
Wealth screening empowers nonprofits to identify, segment, and prioritize high-potential donors, saving significant staff time compared to manual research. Solutions like Funraise with Kindsight help organizations model ideal donor profiles, uncover new prospects, and optimize fundraising strategies for greater efficiency and impact.