Elevate Your Fundraising with DonorSearch and Virtuous
The DonorSearch and Virtuous integration brings unparalleled wealth and philanthropic insights directly into your Virtuous CRM, empowering your nonprofit to make data-driven decisions and strengthen donor relationships. This seamless integration enhances your fundraising strategies by providing instant access to critical donor intelligence when and where you need it.
About
Why DonorSearch and Virtuous?
With hundreds of Virtuous clients already benefiting from the DonorSearch integration, this partnership has proven to help nonprofits boost donor engagement, increase retention, and achieve greater fundraising success. By combining DonorSearch’s powerful wealth screening tools with Virtuous’s innovative CRM platform, your organization can unlock its full fundraising potential.
With DonorSearch’s Virtuous Integration, You Can…
With DonorSearch’s Virtuous Integration, You Can…
- Embed essential prospect research insights into your CRM to better understand your donors.
- Create actionable donor profiles with insights into their giving capacities, philanthropic histories, and Recency, Frequency, and Monetary (RFM) scores.
- Develop streamlined, targeted fundraising strategies by using advanced analytics to segment donors.
- Ensure seamless workflows, as the native integration allows for a smooth and intuitive user experience.
Features
Email Marketing
Create co-marketing campaigns using Crossbeam overlap data to build ''better together'' partner programs.
Automation
Trigger follow-up tasks for sales reps in based on overlap updates in Crossbeam.
Personalized Tagging
Organize overlapping partner contacts using Tags into personalize and target key accounts.
Customer Success
Trigger follow-up tasks for sales reps in based on overlap updates in Crossbeam.
Customizable Data Displays
Different fundraising initiatives benefit from different donor information, so you can tailor how DonorSearch insights are displayed within Virtuous to align with your team’s current workflows and goals.
Media
Resources
FAQ
With the DonorSearch and Virtuous integration, you can group donors based on specific capacity, affinity, and philanthropic indicators. This allows you to develop more precise campaign strategies, identify key trends in your supporter base, and tailor outreach efforts for greater fundraising success.
These ratings provide deeper insights into your donors’ giving habits and capacities, allowing you to prioritize prospect lists and focus your outreach efforts on high-value donors who are likely to contribute to current campaigns.
The integration ensures that critical DonorSearch data points—such as donor ratings, estimated capacity ranges, foundation board memberships, total charitable giving, political giving, real estate value, and stock holdings—are instantly updated within Virtuous. This real-time synchronization keeps donor information accurate and up to date, empowering your team to make informed fundraising decisions.
https://www.donorsearch.net/virtuous-integration/
