Frequently Asked Questions

  • Wealth screening runs your donor list against public and third-party data to flag capacity indicators. Prospect research goes further — verifying and contextualizing that data into a profile your team can actually use for cultivation and asks.

  • Nope! We can work from a spreadsheet export as easily as a full CRM integration.

  • Absolutely. All the tools we use are SOC 2 certified, which is the highest form of voluntary compliance for the field.

    SOC 2 compliance for digital privacy is an auditing framework that evaluates how a service company collects, uses, retains and deletes Personal Identifying Information (PII). It relies on the American Institute of Certified Public Accountants (AICPA) Trust Services Criteria.

  • Unless you’re screening more than 10,000 donors at a time, we get the screening results back same day. It then takes at least a month to interpret your file and share the results with you. If you’re worried about timelines, flag that with us early and we’ll do our best to work with you.

  • Currently, we partner with DonorSearch. However, we stay up to date with all the tools available, including iWave, DonorAtlas and WealthEngine. We can also recommend more advanced tools like Windfall if the circumstances are appropriate.