DonorSearch Interface

DonorSearch is a prospect research company that provides wealth data about prospects and donors. The DonorSearch interface allows you to submit names for screening from ExceedFurther and receive and store wealth ratings information provided by DonorSearch.

Before you can use the DonorSearch Interface, you must sign up for an account at their website, http://www.DonorSearch.net. You then enter your DonorSearch user name, tracking ID and password in ExceedFurther so that you can pass information back and forth. Add your DonorSearch User Name and API Key to Client Defaults, in the Gift section. You are asked for your password when you begin to use the DonorSearch Interface.

From the DonorSearch Interface you can submit an individual name to DonorSearch. If DonorSearch can identify the person or couple, information is returned about their assets, properties, and income as well as their charitable and political giving. This information is stored with the name in ExceedFurther and can be used for generating lists, campaign planning, solicitation strategy, and other fund raising activities.  

The DonorSearch Interface has two tabs: Single Name Screening where you look up a name for screening, and Bulk Screening where you export lists of names for screening and import the results.

Single Name Screening Tab

The Single Name Screening tab is where you look up a name in ExceedFurther and submit it to DonorSearch for screening. If DonorSearch finds a match for the name and address, the ratings are returned immediately and appended to the name. They appear on this tab and are also saved on the Bio Ratings Tab  in the Bio screen for the household.

To look up a name and add the ratings to their record, do the following:

  1. Enter the name to screen and press enter.
  2. From the search results, select the correct name and click on the Select button. You can also double click on the name to select it.
  3. On the Single Name Screening tab, from the Name drop down list, select the name within the household to screen. Generally you would select the couple name if there is one. This submits both names to DonorSearch. You can also select each individual name separately if you wish.   
  4. Click on Show DonorSearch Ratings. This submits the name to DonorSearch where it is screened. Ratings information is returned and displayed.
  5. Click on Update DonorSearch Ratings to add this information to the Bio Ratings tab.
  6. Use the Gear button if you wish to limit the number of fields that are displayed.
  7. If you wish to see more details about the information from DonorSearch, use the link shown in the Profile row to go directly to the DonorSearch website. The name you selected is passed to DonorSearch, and the website opens in your browser so that you can explore all the many details that DonorSearch has found.

Bulk Screening Tab

Using this tab, you create an Excel file of names in the format that DonorSearch requires for its data screening process. After this file is created, you must upload it yourself to the DonorSearch website.

After the names have been screened, DonorSearch will return a file back to you with the ID numbers and the rating results for each name you submitted. You import this data back into ExceedFurther to append the ratings to the names.

  1. To use the Bulk Screening tab to prepare a file to submit to DonorSearch, do the following:
  2. If you have not created a list of names that you wish to submit, create and save a list using All Names or All Households lists.
  3. From the Import tab on the Bulk Screening tab, select the list to export to DonorSearch for screening and click on Go.
  4. The list of names appears. Scroll through the list to make sure it includes all the names you wish to submit.
  5. Click on the check box at the top of the check box column to select all the names in the list. You can selectively uncheck some of the boxes if there are names you do not wish to include in the screening.
  6. Click on Export to create an Excel file to submit to DonorSearch. Save this file where you can easily find it when you are ready to upload it to DonorSearch.
    1. The columns headers in this Excel file are exactly as specified by DonorSearch. Do not make any changes to these headers.
  7. When you are ready to submit this file to DonorSearch, you must go to their website, log in, and following the directions under Data Screening.

After DonorSearch has finished screening the names on your list, they will send you a file to import back into ExceedFurther. Save this file where you can easily find it when you are ready to import the ratings data into ExceedFurther.

To import the file with DonorSearch ratings, do the following:

  1. From the Export tab on the Bulk Screening tab, click on the Browse button to locate the file you have received from DonorSearch.
  2. Click on the Import button.
  3. The ratings information from DonorSearch should now appear on the Ratings tab in the Bio tab for each name on the list.