Wealth Screening and Major Gifts System

Identify and Track Major Gift Prospects.

Locate Hidden Prospects. Fundraise Smarter. Hit Your Targets.

Fully integrated with the rest of the Giveffect software system, you can perform prospect research to optimize your fundraising efforts. Move major gift prospects through the pipeline from Identification to Stewardship.

Search Prospects

We integrate with the industry's top service providers to consolidate public records and traditional wealth markers such as:

  • Wealth and ability to give
  • Philanthropic and political activity
  • Past giving totals with year and amount
  • Nonprofit affiliations
Wealth Screening Sofware

Comprehensive Reports

We generate rich comprehensive reports using data with the highest accuracy rate in the industry. Reports include:

  • Wealth and philanthropic giving
  • Income
  • Real estate
  • Relationships with other nonprofits
  • Relationships with publicly held companies
  • Stock transactions
  • And more!
Wealth Screening Summary Data

Moves Management

Development tools designed for Major Gift Officers. Cultivate your Major Gifts Prospects by advancing them through the stages of an Opportunities pipeline.

  • Automated wealth screening identification through Smart Automation
  • Flag opportunities for potential prospects
  • Collaborate with collegues for prospect development
  • Track notes, close date, confidence level, and closed amount
Example of Giveffect's Major Gifts Moves Management Platform