DonorSearch AI

Enhanced CORE Tier Ratings

Last Reviewed: 2026-07-14

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. No further changes confirmed as of July 2026.

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, listed on trust center as of July 2026). 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. Trust Center also lists a HECVAT404 assessment document (higher-education vendor security questionnaire) as of mid-2026.

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, with enterprise deployments reported up to $15,000–$22,000/year. INN members get 60% discount ($1,000/year). Not available on TechSoup or Goodstack. Budget accordingly.

Deep CRM and platform integrations, now including native Salesforce and Slate

Integrates with 40+ CRMs including Blackbaud, DonorPerfect, Virtuous, Bloomerang, and Microsoft Dynamics. In June 2026, launched DonorSearch360+, a native Salesforce application on AgentExchange embedding wealth screening and AI scores directly into Salesforce records, and joined the Slate Preferred Partner Program to connect with Slate for Advancement, a CRM used by 135+ higher-education advancement offices.

2026-06-29

Launched DonorSearch360+, a native Salesforce application generally available on Salesforce AgentExchange, replacing the legacy DonorSearch360.io integration. Embeds wealth screening, six AI predictive scores (MLR, RET, UPG, LTV, SUS, ACQ), and 'delta' wealth-velocity tracking directly into Salesforce Contact, Lead, and Person Account records. Supports batch screening of millions of records, automated scheduling, and up to 20 custom fields. Included with existing subscriptions using standard screening credits. Completed Salesforce security review.

2026-06-24

DonorSearch by EverTrue joined the Slate Preferred Partner Program (announced at Slate Summit, Nashville) with Technolutions, aimed at giving higher-education advancement teams a more seamless way to bring DonorSearch wealth and philanthropic intelligence into the Slate CRM (used by 135+ advancement offices).

2026-02

Named to G2's list of the 40 Best Nonprofit Software Products for 2026, ranked 6th overall and the highest-ranked prospect research platform on the list; also received Spring 2026 G2 Awards badges (Momentum Leader, Relationship Leader, Results Leader, Usability Leader) in the donor prospect research software category.

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.

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 (industry estimates; enterprise deployments reported up to $15,000–$22,000/year). Salesforce-based development shops should evaluate the new DonorSearch360+ app (June 2026) and higher-ed advancement teams using Slate should note the June 2026 Slate Preferred Partner Program. 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.