150+ Data Points. One Clear Score.

We screen every donor across five categories so you get a single, actionable score — and a clear path to your next major gift.

The Science

Philanthropic History

IRS 990 records, foundation grants, charitable giving patterns

Wealth Indicators

Real estate, business ownership, stock holdings, SEC filings

Political Giving

Federal FEC donation records — strongest predictor of major gift capacity

Nonprofit Affinity

Board memberships, volunteer history, cause alignment to your mission

Relationship Proximity

Existing connection depth to your organization

The Score

Immediate major gift prospect

Call this week

Emerald

Strong prospect

Schedule cultivation visit this quarter

Cyan

Mid-term prospect

Nurture over 6–12 months

Gold

Annual fund focus

Not ready for major gift ask

Orange

Maintain relationship

No near-term major gift potential

Slate

Important: All scores are generated by our proprietary logic and reviewed by our team before delivery. We flag any record requiring additional human verification before you make your ask.

The Deliverables

Every Top 20 Report includes:

Full score breakdown per prospect
Estimated gift capacity range
Recommended ask amount
Personalized phone/email approach script
Suggested cultivation timeline
Planned giving flag (where applicable)
Pitch deck framework

Data Refresh

Your donor database changes. So does ours.

Annual contract clients receive quarterly re-screening of their full database.
New donors you add are screened within 24 hours of upload.
Real-time alerts when a top-scored donor has a major life event (property sale, business exit, board appointment).

Data Security and Ethics

Your donor data never leaves our encrypted environment. We use it only to generate your reports.
We are on a SOC 2 compliance roadmap and will disclose progress to clients.
Data is never sold, never shared, and never used for any purpose other than your screening.
Data governance: We believe technology should augment human judgment, not replace it. Every high-stakes screening result is reviewed before delivery.
We are GDPR and CCPA compliant and honor data deletion requests.