No More Screening

Say “Sayonara” to traditional screening with stale, stingy data… and “Konichiwa” to constantly hygiened and refreshed data with no limits.

Custom Profiles

Say “Au Revoir” to static proprietary prospect profiles… and “Bonjour” to truly customizable and open donor dossiers.

One Flat Rate

Say “Adios” to overpriced products and unexpected overages… and “Hola” to one flat rate and no hidden costs.

Professional

$250/month per organization
  • Collaborate with other users in your organization
  • Unlimited users
  • Unlimited portfolios
  • Unlimited dossiers
  • Unlimited search results
  • Email & phone support

Partner

$500/month per organization
  • Ability to collaborate with and manage multiple organizations
  • Unlimited users
  • Unlimited portfolios
  • Unlimited dossiers
  • Unlimited search results
  • Email & phone support

Third Party Data Add-ons

Donor Dossier also offers third-party data add-ons to help fill in the gaps in your prospect universe.  Each of these are subject to the provider’s pricing.

zillow logoZillow.com provides real-time data insights, historical market values, and their Zestimate market value model to help you understand the value of your prospects’ property assets.

The Zestimate home valuation is Zillow’s estimated market value for a home, computed using a proprietary formula. It is a starting point in determining a home’s value and is not an official appraisal. The Zestimate is calculated from public and user-submitted data.

Pricing

The Zillow add-on is provided as part of your subscription.

Informitics logoInformitics provides advanced parsing and data hygiene add-ons to assist with the data normalization capabilities used in searching, geocoding, and data processing.  All add-ons are already enabled and integrated within Donor Dossier, there is no work required on your part.

Informitics also provides the 18-month and 48-month National Change Of Address (NCOA) add-on for all data within Donor Dossier.  This robust solution allows you to have continuous change of address processing with no work required on your part.

Pricing

The Informitics add-ons are included as part of your subscription.

mapboxlogoMapBox provides all geocoding, mapping, and location-based support for the platform including property locations, penetration/distribution maps, choropleth maps, and pinpoint geolocation.

Mapbox is a large provider of custom online maps for websites such as Foursquare, Pinterest, Evernote, the Financial Times, The Weather Channel and Uber Technologies.

Pricing

The MapBox add-on is provided as part of your subscription.

pipl.com ishome_logo_300-min the powerhouse of online  data sourcing.  Basic Coverage includes data from White Pages, Deep Web Pages, and Public Records. Choose Premium Data Coverage to get access to over 2.3 billion additional records from Premium Sources, Deep Web Archives and Live Feeds.

Pricing

pipl.com offers a special Community plan for non-profit organizations, providing $600 worth of API usage per month, free of charge. To check your eligibility for this program please apply using this form.

whitepages.comlogo_wp is the leading provider of white page and mobile phone telephone data.  With contact data on more than 300 million people, you can enhance, relate, and verify prospect data with ease.

Pricing

Donor Dossier has special pricing for our non-profit customers.  Please email us at info@donordossier.com for more information about this special offer.

Peachtree Data specializes in data processing services for the Direct Mail and Direct Marketing industries. If you are using direct mail, telemarketing or email marketing we have solutions that will help improve your response rates, reduce your marketing costs and help you learn more about who your customers are.

Peachtree Data provides the 48-month NCOALink Full Service Provider (NCOA) and Proprietary Change of Address (PCOA) add-ons for all data within Donor Dossier.  This robust solution allows you to have continuous and advanced change of address processing with no work required on your part.

Pricing

The Peachtree Data add-ons are included as part of your subscription.

Features by Subscription

Feature Description Professional Standard Partner
Data
Individual Demographics View age, income, and other data on individual prospects.
Household Demographics View marital status, household composition, and other data on households.
Firmographics View company size, annual revenue, and other data on company dossiers.
Real Estate View market value, property characteristics, and other data on prospect dossiers.
Professional Data View job title, occupation, and other data on individual prospects.
Education Data View degree, alma mater, and other data on individual prospects.
Asset Data View investments and other financial data on individual prospects.
Affiliation Data View related memberships and other data on individual prospects.
Forbes Lists View data from http://www.forbes.com/lists integrated with individual prospects.
Phone Update Discover new phone numbers for prospects.
Email Update Discover new email addresses for prospects.
Address Update Discover new addresses for prospects.
Public Records View the most recent data from public record sources.
Address Hygiene Data is cleansed and standardized on input including CASS and DPV.
Move Updates NCOA is run constantly to keep all addresses up to date.
Move Updates 18-month NCOA is run constantly to keep all addresses up to date.
Move Updates 48-month ANK is run constantly to identify older move updates.
Move Updates 48-month Full-Service NCOA is run constantly to update ANK move updates.
Interest Tags Tags are automatically assigned to prospects based on lifestyle data.
Continuous Data Enhancement Donor Dossier is constantly refreshing existing data and adding new data sources to our Universe.
Data Security Standards Donor Dossier takes your data security seriously. No information will be shared, used, sold, or transferred without your express written consent.
Data Quality Rating Evaluate the accuracy of prospect dossiers by viewing the number of sources and most recent updates.
Philanthropic Data Donor Dossier uses multiple data sources to report your prospects' philanthropic activity.
Integrated Third Party Data Donor Dossier integrates with multiple third-party data sources.
Scores Donor Dossier automatically appends Major Giving, Mid-Level Giving, and Planned Giving Scores.
Search Professional Standard Partner
Search Use the unified search to search for individuals by name
Search Use the unified search to search for companies by name
Search Use the unified search to search for individuals by postal code
Search Use the unified unified search to search for individuals by address
Search Use the unified unified search to search for individuals by email address
Search Use the unified unified search to search for individuals by phone number
Search Search for prospect data from the Donor Dossier Universe, your own database, portfolios, dossiers, and profiles, as well as Third Party data.
Search Results View name and location for prospects that meet your search criteria.
Search Results View contact information, and select demographics on your prospects that meet your search criteria.
Search Results Preview select demographics in search results to help assist in identifying the right records to select for merge.
Search Results Preview the street map of a search result to help assist in identifying the right records to select for merge.
Search Result Mapping View all results by location on a global map.
Search Result Mapping View all results by aggregate location (marker clusters) on a global map.
Search Result Mapping Automatically zoom into geographic clusters on a global map.
Search Result Mapping View all results on a global choropleth (density) map by country.
Search Result Mapping View all results on a global choropleth (density) map by state.
Search Result Mapping View all results on a global choropleth (density) map by county.
Search Result Mapping View all results on a global choropleth (density) map by city.
Search Result Mapping View all results on a global choropleth (density) map by postal code.
Pin Result Pin search results for later review and verify the data before you merge results or create dossiers.
Hide Result Hide irrelevant search results.
Search Refinement Refine, or expand, your search without losing existing pinned and hidden search results.
Merge Create a new prospect dossier record from parsed search criteria.
Merge Combine prospect data from multiple sources to create a prospect's dossier.
Merge Instantly remove unwanted merge results.
Related Results In-line access to search results that match the criteria of the original search your dossier is based on.
Re-merge Use existing or updated search results as a source to merge into an existing dossier without the need to search for more results.
Historical Search Tracking System remembers your searches so you don't have to.
Advanced Search Search by name and location.
Advanced Search Search by contact information, and select demographics for prospects that meet search criteria.
Portfolios Professional Standard Partner
Portfolios Create, view, edit, and share Portfolios to group prospects by project, goal, or gift officer.
Portfolios Create private Portfolios for work in progress.
Dashboard View a summary of the health and activity of all of the dossiers in a Portfolio.
Portfolio Views Multiple Portfolio views allow you to keep some information private while sharing.
Dossiers Professional Standard Partner
Prospect Dossiers Create, view, edit, and share prospect dossiers.
Ratings View system ratings of prospects based on the Donor Dossier Universe of data, and add your own ratings to prospects.
Indexes View system indexes of prospects based on the Donor Dossier Universe of data, and use your own data to add more points of comparison to existing indexes.
Relationship Tracking Link dossiers together including household, family, and professional relationships.
Affiliations Track other organizations and companies a prospect is associated with.
Property & Real Estate Add, view, and edit Property and Real Estate holdings.
Maps Widget View property locations on an interactive map.
Integrated Zillow Widget View the Zestimate for any home in any city, neighborhood, or ZIP code in the United States.
Finance & Assets Add, view, and edit Financial Assets related to a dossier.
Integrated Stock Ticker Widget Look up stock performance on your prospects' known assets.
Professional & Military History Add, view, and edit Professional and Military history to a dossier.
Education Add, view, and edit education history to a dossier.
Political Add, view, and edit Political Affiliations and Political Giving to a dossier.
Publications & Awards Add, view, and edit Publications and Awards to a dossier.
Giving History Keep a record of past giving to both your organization and others.
Dossier Photo Add, view, and edit a prospect's photo to a Dossier.
Company Dossier Create, View, Edit, and Share a company's dossier.
Lookup Instantly lookup related dossiers by any linked attribute.
Verification Progress Bar Calculated percentage of verified data points vs unverified data points.
Dossier Badges Glyph icons give you at-a-glance information on your prospects' relationships, professions, education, assets and giving.
Dossier Audit History See history of dossier changes.
Data Quality Rating Evaluate the accuracy of dossier by viewing the number of sources and most recent update.
Interactive Verification Process Verify every piece of data on a prospect through an easy to use verification process.
Profiles Professional Standard Partner
Create Profiles A view of a dossier that contains data from specific dossier section - best used for sharing data with a narrow focus.
Share Profiles Select data from specific sections or focus areas and control what data you share with colleagues.
Subscription Professional Standard Partner
Collaboration Collaborate with colleagues across organizations.
Multi-tenant Management Manage multiple organizations from a single user login.
Referral Program Receive a monthly referral credit towards their subscription for each active Subscription referred to Donor Dossier.
Research Requests Professional Standard Partner
Research Requests Collaborate with gift officers when you create, share, and fulfill research requests within the app
Research Requests Widget Integrate our widget with your website to easily receive and fulfill Research Requests.
Dashboard Professional Standard Partner
Status Tracking Customize your organization's stages and track prospects as they move through the fundraising cycle.
Infographics Visual comparisons of your data - compare among profiles, dossiers, and your house file.
Favorites Favorite dossiers and portfolios that you review and edit frequently.
Watchers Watch dossiers and portfolios that you want special alerts for.
Recent Items One-click access to recent searches, profiles, and dossiers.
Alerts Manage system alerts to receive in-app updates on your prospects' news mentions, refreshed data, and visit information
Tasks Keep track of verified vs unverified data.
Comments Add comments to profile and dossier sections, @ mention other users to aid in collaboration, and control who can see them.
Upload house file Import records from your organization's database and create prospect dossiers in Donor Dossier.
Advanced segmentation Import segments from your organization's database and create prospect dossiers in Donor Dossier.
System Professional Standard Partner
Email Support Contact Donor Dossier support via email and receive feedback within one business day.
Phone Support Contact Donor Dossier support via phone.
Desktop Optimized Donor Dossier is optimized for use on your favorite desktop browsers (Google Chrome, Mozilla Firefox, Microsoft Edge)
Mobile Optimized Donor Dossier is optimized for use on your personal and professional mobile smart devices on the go.
Subscription Update subscription settings.
Sharing & Permissions Share profiles, dossiers, and portfolios with other fundraising colleagues and limit the amount and types of data they have access to.