DonorSearch AI

Enhanced CORE Tier Ratings

Last Reviewed: 2026-03-23

DonorSearch is a prospect research tool, not a content generator.

DonorSearch does not generate images.

DonorSearch is specialized for donor prospect research only.

DonorSearch is a prospect research tool, not a content generator.

DonorSearch does not assist with grant writing.

Use DSAi + EverTrue/Momentum partnership for personalized outreach. Not available in CORE.

SOC 2 Type II certified. Data never shared with third parties. Excellent for prospect research reports in board presentations.

DonorSearch does not transcribe or summarize meetings.

DonorSearch does not provide translation services.

DonorSearch is a prospect research tool, not a documentation tool.

Core function. Standardized predictive models with point-and-click visualization. SOC 2 Type II, HIPAA compliant. September 2025 T&C update allows anonymized data use for benchmarking.

Strong security for analyzing donor financial capacity. HIPAA compliant with BAA available for healthcare foundations.

Primary use case. Standardized models predict donor likelihood. Client-identifying data trains only your models; anonymized data may be used for benchmarking per Sep 2025 T&C.

Access to 1 billion+ data points for wealth screening. US-only data residency.

Designed for major gift prospecting. SOC 2 Type II security. TX-RAMP Level 2 certified.

Anonymized only

Client-identifying donor data trains only your organization's models and is never pooled or shared. However, the September 2025 Terms of Service update added an anonymized data clause: DonorSearch may use de-identified client data for research, product development, statistical analysis, and benchmarking. The company warrants it will not attempt to re-identify anonymized data.

Not needed (identifying data); No opt-out (anonymized data)

Identifying donor data is organization-specific by design and never shared. The anonymized data use for benchmarking/product development (per Sep 2025 T&C) has no individual opt-out mechanism. Individuals can request removal from DonorSearch's prospect database via the 'Do Not Sell My Personal Information' page (CCPA right).

Possible

Human review possible for troubleshooting, support scenarios, and security monitoring. Terms require authorized employees/consultants only. Not routine content moderation (not a content tool).

Contract-based

Data retained per service agreement (12-month initial term, auto-renews). CCPA rights include deletion requests. Usage data retained for shorter period except for security/functionality purposes.

SOC 2 Type II + TX-RAMP Level 2

SOC 2 Type II certified (2025 audit on trust center). TX-RAMP Level 2 certified. TLS encryption in transit, AES encryption at rest. US-only data residency (no offshore data transfer without written client consent). 2FA available. SSO (SAML) available.

Sector-specific, not general-purpose

Built exclusively for nonprofit fundraising. Not a general AI adapted for nonprofits. Focused entirely on donor prospect research and prediction. Now part of EverTrue's broader fundraising platform.

Identifying data trains only YOUR models; anonymized data may be used for benchmarking

Unlike ChatGPT or Claude, DonorSearch builds isolated ML models for each organization. Your donor data never pools with other organizations. However, the September 2025 Terms of Service update added an anonymized data clause: de-identified client data may be used for product development, statistical analysis, and benchmarking. Re-identification is contractually prohibited.

US-only data residency

All data stays within the United States. No offshore transfer without written client consent. Important for organizations with data residency requirements.

BAA available for HIPAA compliance

Business Associate Agreements (BAAs) are available and honored at all tiers. Healthcare foundations and hospital advancement offices can execute a BAA before uploading any protected health information (PHI).

Founding member of Fundraising.AI

Co-developed the Responsible AI Framework for nonprofits. Member of the Fundraising.AI Collaborative. Committed to transparent, equitable AI aligned with societal interests.

No free tier — custom pricing only

Custom pricing only. Industry estimates range from $3,000–$10,000+/year depending on tier and features. INN members get 60% discount ($1,000/year). Not available on TechSoup or Goodstack. Budget accordingly.

2025-11

TX-RAMP Level 2 certification added — listed on trust.donorsearch.net Trust Center as of November 2025. Adds Texas state cloud security compliance.

2025-09-01

Terms of Service updated (last updated September 1, 2025). New anonymized data clause added: DonorSearch may use de-identified client data for product development, enhancement, statistical analysis, and benchmarking. Company warrants it will not attempt to re-identify anonymized data.

2025-09-04

Acquired by EverTrue. Combined EverTrue+DonorSearch client base of 15,000+ fundraising organizations. DonorSearch continues to operate as its own platform with same security/privacy commitments.

For organizations with 5+ staff

DonorSearch Ai tier recommended for organizations with dedicated development staff. Custom ML models provide significant ROI for major gift programs and capital campaigns. Budget $5,000–$10,000+/year. Note the September 2025 T&C anonymized data clause — de-identified data may be used for benchmarking. Identifying donor data remains organization-specific.

For organizations with fewer than 5 staff

Enhanced CORE may be sufficient for smaller shops. Still requires significant investment ($3,000–$5,000/year estimated). INN members can access at $1,000/year. Consider if your major gift program justifies the cost. TX-RAMP Level 2 and SOC 2 Type II security at all tiers.

For health data or vulnerable populations

HIPAA compliant at all tiers with BAAs available and honored. Excellent choice for healthcare foundations and hospital advancement offices. Execute a BAA before uploading PHI. Data never leaves the US. SOC 2 Type II and TX-RAMP Level 2 certified.