ProspectView Online logo

ProspectView Online

by DonorSearch · Since 2007
No reviews yet
Active1+ countriesCloud
Quick facts
VendorDonorSearch
Year launched2007
StatusActive
Location11245 Dovedale Ct, Marriottsville, MD 21104
Countries served1+
Languages5
Integrations30+
Free tierN/A
Free trialN/A
Contact salesYES

About ProspectView Online

ProspectView Online is a donor prospect research platform from DonorSearch that supports effective fundraising strategies. It provides nonprofits, healthcare organizations, higher education institutions, arts and culture groups, and faith-based entities with comprehensive donor insights, competitive advantages, and smart analysis to help identify and reach the best donor prospects. This tool includes features such as an intuitive interface for easy navigation, access to actionable insights, and the use of generative AI to improve efficiency in fundraising efforts. With its focus on strategic decision-making, ProspectView Online assists organizations in maximizing their fundraising potential. Key capabilities: donor insights competitive analysis generative AI user-friendly interface actionable reports Best for: nonprofits and organizations that need effective donor prospect research tools.

ProspectView Online by DonorSearch stands out as a powerful, data-driven donor research platform tailored for nonprofits and fundraising teams. It delivers comprehensive donor intelligence — combining historical giving, wealth indicators (real estate, stock holdings, business affiliations), philanthropic history, and predictive scores to help charities prioritize, engage, and solicit the right donors. The addition of generative AI for report writing is a strong differentiator: it transforms raw data into articulate, actionable donor narratives in far less time than manual effort. The user interface, custom dashboards, and marketing-list generator make it accessible even for staff without technical backgrounds. On the flip side, the cost may be prohibitive for smaller nonprofits, and wealth data — especially real estate or foreign donor data — may lag or lack relevance outside the U.S. Integration scope is limited: while it supports some CRMs (e.g. DonorPerfect), integration with others has mixed reviews. Overall, ProspectView Online is best suited for medium-to-large nonprofits or institutions deeply focused on major-gift fundraising, where its robust data and analytics justify the investment.

Pros & Cons

Pros
  • Provides rich donor wealth, political giving and real-estate data enabling informed gift solicitations.
  • Embedded generative AI reports save hours by producing narrative donor analyses quickly.
  • Robust donor scoring and ranking help prioritize prospects with highest giving potential.
  • Flexible marketing-list generation allows targeting donors by demographic, wealth, and giving history.
  • Security-focused implementation with SOC 2 compliance ensures donor data remains protected.
Cons
  • Integration with some CRMs (e.g. Raiser's Edge) reportedly lacks polish and smooth data syncing.
  • Some real-estate or wealth data may be outdated or slow to refresh, reducing potential accuracy.
  • As a wealth-screening focused tool, it lacks native donation processing or campaign management features.
  • Reliance on US-based databases may limit relevance for nonprofits focused outside US donor pools.

Features

Key features

Intuitive Interface

Provides a clean layout that makes donor search and navigation simple.

Generative AI Reporting

Automatically creates detailed donor-prospect reports using AI.

Hero Dashboard

Displays donor scores, wealth markers, and demographic summaries at a glance.

Search Profile Button

Quickly pulls up relevant donor information using keyword-based search.

Smart Analytics

Shows likelihood-to-respond, major-gift scores, and relationship connections.

Team & Permission Tools

Allows admin control of user roles, activity, and collaborative work.

Security & Compliance

Uses U.S. data storage, SOC 2 protocols, encryption, and 2FA

Additional features

Integrated Search

Searches donor names and profiles across wealth and philanthropic databases.

Wealth Screening

Analyzes assets, real estate, businesses, and financial indicators.

Philanthropic History Lookup

Shows charitable giving, political donations, and foundation activity.

Prospect Generator

Builds targeted donor lists based on wealth, demographics, or history.

Gift Search

Finds all recorded gifts from donors and foundations with filters.

Portfolio Management

Organizes donor lists, segments prospects, sorts, filters, and exports data.

Data Export

Exports donor records and reports into CSV or Word formats.

Reporting & Analytics

Provides AI-written reports, visual charts, donor scores, and predictions.

Relationship Mapping

Identifies connections and affiliations between donors and organizations.

Custom Dashboard

Allows personalization of widgets and information displays for each user.

Security & Compliance

Ensures encrypted storage, SOC 2 standards, and controlled access.

Training & Support Tools

Offers guides, onboarding, webinars, and unlimited training resources.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
5
Interface languages
16
Billing currencies

Available in

USA

Interface languages

EnglishSpanishFrenchGermanItalian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇸🇬SGD🇳🇿NZD🇭🇰HKD🇸🇪SEK🇳🇴NOK🇩🇰DKK🇰🇷KRW🇮🇳INR🇨🇳CNY

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