How DonorScale works

A prospect goes through the same pipeline every time: resolve identity, gather evidence from every source in parallel, decide whether there's enough signal to trust, then synthesize.

  1. 1

    Identity resolution

    DonorScale searches for the prospect's public LinkedIn profile and scores the match on employer, location, and name specificity. This resolved identity becomes the anchor every other source is checked against - critical for common names, where a single record can belong to several unrelated people.

  2. 2

    Parallel source fan-out

    Seven sources are queried at once: FEC political contributions, ProPublica nonprofit filings, corporate officer registries, insider trading records, Wikidata, an email finder, and targeted web search. Records that don't match the resolved identity are filtered out before anything moves downstream.

    FEC filings ProPublica 990s Corporate registries Insider trading Wikidata Email lookup Web search
  3. 3

    Confidence gate

    Before any AI writing happens, DonorScale checks whether the matched evidence clears a minimum bar - enough independent sources, enough weighted signal, and no unexplained contradictions between high-confidence sources. Common surnames with thin signal require a higher bar. If the gate isn't cleared, synthesis is refused and you get a plain-language reason instead of a guess.

  4. 4

    AI synthesis

    Once the gate passes, the AI model receives only the filtered, matched evidence and produces a structured profile - summary, wealth indicators, capacity score, recommended ask, and affinity notes. Every claim is required to cite the specific source it came from; unsupported claims are rejected.

Your donor data stays yours

Prospect research touches sensitive information. Here's how we handle it.

We never train on your data

Prospect and donor records you enrich are never used to train or fine-tune any model - yours or anyone else's. Your data is used to answer your query, then it's done.

Secure, in-house models

Synthesis runs on models we host and control ourselves - not a third-party AI API that logs or retains your prospects' information.

Isolated per organization

Every organization's workspace and enrichment history is walled off - nothing is pooled, shared, or visible across accounts.

Works with the donor management system you already use

Enrich prospects without leaving your CRM, and push finished profiles straight back into it.

Salesforce Nonprofit Cloud Blackbaud Raiser's Edge NXT Bloomerang DonorPerfect Neon CRM Virtuous Little Green Light

Don't see yours? Tell us what you use - we're adding integrations continuously.

What ends up in a profile

The same categories of signal a professional prospect researcher would dig up - assembled automatically.

Capacity score

A 1–10 rating of giving potential, backed by the evidence behind it.

Recommended ask

A specific suggested amount, not just a wide capacity range.

Wealth indicators

The concrete evidence - FEC totals, corporate positions, and more.

Real estate & property holdings

Assessed values and ownership records from public property databases.

Public philanthropic giving history

Prior gifts to other nonprofits, surfaced from public 990 grant disclosures.

Foundation & family foundation ties

Trustee and officer roles on private and family foundations.

Executive compensation & equity

Reported pay and equity positions from public filings, where available.

SEC insider stock holdings

Form 4 insider transactions tied to the prospect's resolved identity.

Peer & board network connections

Shared board seats and affiliations that reveal warm-introduction paths.

Affinity notes

Causes and organizations the prospect has shown interest in.

Claim attributions

Every statement linked to the source record that supports it.

Coverage breakdown

Which sources matched, which were empty, and why - even when the gate refuses synthesis.

See it on your own prospect list

DonorScale is in private beta - apply for access to enrich your first prospects.

Request beta access