Introduction

This user guide is to help users understand how we integrate DonorSearch, a third-party platform that provides donor data for prospect research and wealth screening.

This document outlines how our product integrates with DonorSearch, setting up the integration, what you can expect from it, and how it works.

1. Accessing DonorSearch Data

Access to DonorSearch Data

Momentum customers have exclusive access to DonorSearch data through our dashboard.

Please note that this access is limited to the data provided by DonorSearch and does not include access to the DonorSearch ProspectView Online product.

If you're interested in exploring additional DonorSearch functionality, we encourage you to reach out to your customer success manager.

API Integration

Our product integrates with DonorSearch data via an API integration. This integration is delivered out-of-the-box to all Momentum customers. Your customer success manager can enable access to you at no extra charge for most standard portfolios.

DonorSearch data is available only through our dashboard and is not accessible through our API.

Dashboard Access

Once enabled, you can access DonorSearch data directly through our dashboard. This user-friendly interface ensures that you can easily navigate and leverage the insights to inform your fundraising strategies.

Accessing DonorSearch Data

To view DonorSearch data, navigate to the Donor Tab within our dashboard. Under the "Actions" section, you will find access to the valuable insights provided by DonorSearch.

2. Data Fields and Usage

Available Data Fields

By default, DonorSearch data provides the following key fields:

• Estimated Capacity: An estimation of a donor's potential giving capacity. Estimated 10% of the individuals net worth, presented as a number, could be donated over a 5 year pledge period.
• Historical Gifts: The total amount donated to philanthropic organizations by this donor across a total number of visible gifts.
• Largest Gift: Size of the donor’s largest historical gift, made to any organization.
• Real Estate Holdings: The number of properties owned or sold by the donor.

If you're interested in viewing additional data fields, please reach out to your customer success manager.

3. Data Update Frequency

Regular Data Updates

DonorSearch data is updated on a monthly basis for all existing portfolio members. This ensures that you have access to the latest insights as you engage with your donors and plan your fundraising strategies.

Expedited Updates

In scenarios where extremely recent data is relevant, expedited data updates can be requested. If you require more frequent updates, please contact your customer success manager to explore this option.

4. Additional Functionality

Contacting Customer Success

If you're interested in exploring additional DonorSearch functionality or have questions about integrating and utilizing the data, please feel free to contact your dedicated customer success manager. They are available to assist you in maximizing the benefits of this integration.

Integration Benefits

The integration of our product with DonorSearch provides you with a wealth of valuable donor data that can significantly enhance your fundraising strategies. By leveraging the available insights, you can make informed decisions and tailor your approaches to achieve fundraising success.

Conclusion

This user guide has provided you with a comprehensive understanding of our integration with DonorSearch. By following the integration process, accessing and utilizing the available data fields, and exploring the benefits of this collaboration, you are well-equipped to leverage data-driven insights to drive your fundraising efforts.

For further inquiries, support, or assistance, please refer to our support materials or reach out to your customer success manager.

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