Hello to our USA friends! Welcome to the latest in Keela connectivity. In this issue, we'll be chatting about Keela's connection to Donor Search, how it works, and how you can go about getting it set up!
What is Donor Search?
Donor Search is a USA prospect research tool that allows its users to access a wealth of databases to learn more information about your Contacts. You can use this tool to identify your best prospective major gift donors, annual fund donors and planned gift donors based on philanthropy and wealth analytics.
By purchasing our Donor Search add on, you get the benefits of this information right here in your Keela account! You can use the integration to better understand your donors.
How Can I Use Donor Search to Leverage my Data?
Great question! DonorSearch expert, Michael Bronson, spent some time with us discussing the integration and its possibilities in a webinar. Watch it here!
You can also learn more about how wealth screening can assist your fundraising in our blog post here.
Show Me How It Works
Navigate to a Contact's profile > Click on the Fundraising Tab > Click Capacity to Give
Click the Update Data button to pull information from DonorSearch
A pop-up will appear > When you pull data from DonorSearch, it's called a "Call". You can view how many Remaining Calls for information you have at the top of this window
Review the Search Data that is being sent from Keela to DonorSearch to perform this call > Choose if you'd like your Contact Profile to be automatically updated with DonorSearch data (optional) > Click Confirm & Search
Your Contact will be updated with all information available from DonorSearch
What Information Does DonorSearch Send to Keela?
- Propensity to Give (DonorScore Rating)
- Largest Gift Found
- Business Revenues
- SEC Stock Value
- Real Estate Value
- Political Total
- Republican Total
- Democrat Total
- Individual labels
- Are they on an FND Board
- Doe they have Business Affiliations
- Are they on the Board of a nonprofit organization
- Are they a SEC insider
- Philanthropic Giving History
- Stock Holdings
Pair this with our inbuilt Demographics Data and you'll gain the biggest picture!
I'm On Board! How Do I Purchase This?
You can purchase this add-on directly in your Keela account.
Navigate to Organization Settings > Click on the Account Tab > Scroll down to Donor Search Add-on > Click Subscribe
Click Select beside the plan that works best for you > Click Next > Click Place Order
Note: Pulls refers to the amount of times that you can pull information from DonorSearch to your Keela account.
Your account will be activated within 2 business days. You'll receive an email from us once this is done!