Why do nonprofits increasingly rely on data-driven fundraising strategies in an era defined by rising donor expectations, increased competition for funding, and greater accountability? As charitable organisations work to do more with limited resources, identifying the right donors at the right time has become critical. Relying solely on intuition or past giving history is no longer enough to sustain growth or fund ambitious missions.
Wealth screening tools for Nonprofits play a vital role in modern nonprofit fundraising by helping organisations uncover high-capacity donors, assess giving potential, and prioritise outreach efforts effectively. These tools analyse financial indicators, philanthropic behavior, and engagement data to transform raw information into actionable insights.
In this blog, we explore the 15 Best Wealth shieldingTools for Nonprofits.
What is a Wealth Screening Tool?
A wealth tool refers to a special software application employed by the Wealth Screening Tools for Nonprofits to determine the financial potential and donation abilities of existing and potential donors.
It examines publicly available and licensed information like real estate ownership, business connections, charitable and political contributions, stock options and work background to approximate the capacity and propensity of an individual to give. Wealth shielding tools can be used to prioritize the donor on fundraising teams, segment the donor lists, and make efforts on high-value opportunities by integrating wealth indicators with philanthropic behavior and predictive analytics.
The tools make it possible to cultivate donors more strategically, enhance the success rates of major gifts, and make informed fundraising decisions due to the availability of data rather than waste time on manual research.
The tools make it possible to cultivate donors more strategically by using advanced donor research methods, enhancing major gift success and enabling data-driven fundraising decisions.
How to choose the Right Wealth Screening Tools for Nonprofits?
- Accuracy and coverage of Data: Select a tool with trustworthy and current data sources of wealth, philanthropy, employment, and assets to be able to assess the donor capacity and affinity rightly.
- Depth of Wealth Indicators: Assess the range of platform, whether it has real property, business ownership, stock holdings, political giving and charitable history to provide in-depth prospect evaluation.
- Ease of Use and Interface: Choose a tool that has easy-to-use dashboards, easy to score, and low learning curve to ensure fundraising teams learn how to use it easily and achieve the desired outcomes with minimum effort.
- CRM & Software Integrations: Make sure that the tool can be connected with your current CRM and fundraising systems to have all donors in one database and simplify the processes.
- Growth Scalability: Select a solution that can ensure you are ready in case of increased databases, campaigns, and analytics in the future.
- Budget and Pricing Structure: Evaluate pricing schemes such as subscriptions or per-screen rates to help you make sure that the tool fits your budget and that you do not miss any of the necessary functions.
- Compliance & Data Privacy: Ascertain that the provider adheres to laws and ethics regarding data security, that the information of the donors is treated responsibly and securely.
- Support and Training Resources: Find suppliers who can provide excellent onboarding, training resources, and customer-friendly support to use all tools to optimally raise funds and be successful in the long term.
Quick Comparison
| Name | Best For | Ease of Use |
| DonorSearch | Enterprise-grade wealth shielding and major gift fundraising | Moderate |
| iWave | Prospect research with strong capacity and affinity insights | Easy |
| WealthEngine | Large nonprofits running complex, data-driven campaigns | Moderate |
| Windfall | Digital-first nonprofits needing precise wealth estimates | Easy |
| GivingDNA | Donor analytics and uncovering hidden giving potential | Easy |
| NPOAuthority | Small nonprofits seeking affordable wealth screening | Very Easy |
| Giveffect | All-in-one CRM with built-in wealth shielding | Moderate |
| Bloomerang | Donor retention-focused nonprofits using CRM integrations | Very Easy |
| Funraise (with Kindsight) | Online and peer-to-peer fundraising organizations | Easy |
| LexisNexis Wealth Navigator | Deep research on high-net-worth individuals | Difficult |
| AlumniFinder | Educational institutions and mid-sized nonprofits | Moderate |
| 360MatchPro | Maximizing matching gifts and donor corporate insights | Easy |
| NPOInfo | Donor data enrichment and database accuracy improvement | Easy |
| Insightful Philanthropy | Major gift officers needing real-time donor intelligence | Moderate |
| StratusLIVE (with iWave) | Mid-to-large nonprofits managing major gift pipelines | Moderate |
List of 15 Best Wealth Screening Tools for Nonprofits
1. DonorSearch
DonorSearch is a wealth screening and prospect research platform that is most commonly used by nonprofits of all sizes. It assists organizations to find out high capacity donors through analysis of philanthropic history, real estate ownership, business affiliations, political giving, and stock holdings.
DonorSearch is a firm that uses predictive analytics with traditional wealth measures to identify capacity and affinity scores, which can be used to effectively prioritize outreach by fundraisers. The platform helps to conduct batch and single screenings and is well-integrated with common nonprofit CRMs.
Because of its comprehensive data accuracy, privacy regulation, and report tailorability, it is especially useful to large gift funds, capital raise plans, and annual giving plans. DonorSearch serves thousands of nonprofits, schools, and health care organizations around the world.
For new nonprofits that are still building their fundraising foundation and learning how to start a nonprofit, this step-by-step guide offers practical insights into planning, compliance, and early donor strategy before investing in advanced wealth shielding platforms.
Website: https://www.donorsearch.net/
Key Features:
- Comprehensive wealth and philanthropic database
- Predictive analytics for donor capacity and affinity
- Batch and individual wealth shielding
- Integration with major nonprofit CRMs
- Political, real estate, and stock ownership insights
- Customizable donor scoring and reports
Pros:
- Highly accurate and trusted data sources
- Excellent for major and planned giving
- Strong compliance and data privacy standards
- Scalable for small to large nonprofits
- Robust customer support and training
Cons:
- Premium pricing for advanced features
- The interface may feel complex for beginners
- Best value requires CRM integration
Pricing:
- Contact sales
2. iWave
iWave is an effective nonprofit wealth screening Tools for Nonprofits and prospect solution that uses sophisticated analytics to identify high-potential donors. It assesses financial capacity and philanthropic affinity of a prospect by examining history of charitable giving, assets, political giving and business affiliations.
iWave intuitive dashboards and custom scoring models enable fundraisers to locate big gift prospects with speed and certainty. Peer benchmarking, providing likelihood insights, and automated screening of large databases of donors are also available on the platform.
iWave enables data-driven fundraising strategies and assists nonprofits to develop better relationships with donors by using strong CRM integrations and user-friendly tools, which also saves time on manual research.
Website: https://kindsight.io/iwave/
Key Features:
- Capacity and affinity scoring models
- Peer benchmarking and prospect comparison
- Automated batch screening
- Real-time prospect research dashboards
- CRM and fundraising platform integrations
- International donor data support
Pros:
- User-friendly interface
- Strong analytics and visualization
- Excellent for prospect prioritization
- Flexible screening options
- Reliable customer success support
Cons:
- Advanced analytics cost extra
- Limited customization in lower tiers
- Learning curve for new users
Pricing:
- Starter– $4,15p0
- Professional– $5,350
3. WealthEngine
WealthEngine, an Altrata product, is an all-encompassing wealth shielding and donor intelligence tool that prioritizes and segments high-net-worth donors. It integrates abundant wealth information, philanthropic pointers, and prognostic modeling to assist non profits to comprehend the gifts potential, and willingness to offer them.
WealthEngine supports both batch screening and real-time prospect research, which is why it is appropriate in fundraising activities that are ongoing and intensive campaigns. In the platform, one can get details about the donors, affinity scores, and actionable insights that can be used to create targeted engagement strategies.
WealthEngine is a popular tool employed by nonprofits, universities, and healthcare institutions to maximize fundraising through powerful analytics and CRM interconnections.
Website: https://wealthengine.com/
Key Features:
- Predictive donor modeling
- Wealth and lifestyle indicators
- Advanced segmentation tools
- Batch and on-demand screening
- Detailed donor profiles
- CRM integration capabilities
Pros:
- Strong predictive accuracy
- Scales well for large campaigns
- Deep analytics for segmentation
- Trusted by enterprise nonprofits
- Professional reporting tools
Cons:
- Expensive for small nonprofits
- Interface less intuitive
- Requires clean data for best results
Pricing:
- Custom sales
4. Windfall
Windfall specializes in precise wealth intelligence by delivering highly accurate net worth and income estimates for donor households. Using advanced data science and machine learning, Windfall analyzes consumer, financial, and professional data to produce actionable wealth insights.
Nonprofits use Windfall to identify high-value prospects, refine donor segmentation, and optimize major gift outreach. The platform is particularly effective for digital fundraising teams seeking modern, data-driven insights beyond traditional wealth markers.
Windfall integrates with major CRMs and fundraising platforms, allowing nonprofits to embed wealth data directly into their workflows. Its accuracy and transparency make it a trusted tool for scaling fundraising programs.
Website: https://www.windfall.com/
Key Features:
- Machine-learning-based wealth estimates
- Household net worth and income modeling
- Real-time data enrichment
- API and CRM integrations
- Modern analytics dashboards
- High accuracy scoring methodology
Pros:
- Very precise wealth estimates
- Ideal for digital-first nonprofits
- Fast data processing
- Strong technology stack
- Transparent scoring logic
Cons:
- Limited philanthropic history data
- Best used with CRM integration
- Premium pricing model
Pricing:
- Request Pricing
5. GivingDNA
GivingDNA is a donor analytics and wealth screening Tools for Nonprofits platform that helps nonprofits uncover hidden fundraising opportunities within their existing donor base. By combining wealth indicators, giving behavior, and engagement data, GivingDNA creates dynamic donor segments and actionable insights.
The platform allows nonprofits to identify donors with high capacity but low engagement, enabling smarter cultivation strategies. GivingDNA also provides dashboards and predictive tools that help fundraising teams understand donor trends and lifetime value.
With strong CRM integrations and user-friendly visualizations, GivingDNA empowers nonprofits to make informed decisions, personalize outreach, and increase fundraising ROI without relying solely on external prospect lists.
Website: https://www.givingdna.com/
Key Features:
- Donor behavior and wealth analysis
- Dynamic donor segmentation
- Predictive giving insights
- CRM data visualization
- Fundraising performance dashboards
- Prospect prioritization tools
Pros:
- Strong donor analytics focus
- Excellent visualization tools
- Identifies hidden donor potential
- Improves donor retention strategies
- Easy CRM connectivity
Cons:
- Limited standalone wealth data
- Requires existing donor history
- Not ideal for cold prospecting
Pricing:
- Request Pricing
Suggested read:
6. NPOAuthority
NPOAuthority is a cost-effective wealth-hiding and prospect research solution designed primarily for small and mid-sized nonprofits.
Powered by DonorSearch data, it provides access to wealth indicators such as real estate holdings, business affiliations, charitable giving, and political contributions. NPOAuthority offers flexible pricing models, including pay-as-you-go options, making professional wealth shielding accessible to organizations with limited budgets.
The platform also includes donor profiles, scoring tools, and basic prospect management features. NPOAuthority is ideal for nonprofits starting their major gift programs or looking to enhance donor intelligence without investing in enterprise-level solutions.
Website: https://npoauthority.net/
Key Features:
- Affordable wealth screening access
- Real estate and asset indicators
- Donor capacity scoring
- Political and charitable giving data
- Individual and batch screening
- Simple prospect profiles
Pros:
- Budget-friendly for small nonprofits
- Easy-to-use interface
- Flexible pay-per-screen options
- Powered by reliable data
- Quick setup and access
Cons:
- Limited advanced analytics
- Fewer integrations
- Basic reporting features
Pricing:
- Custom pricing
7. Giveffect
Giveffect is an all-in-one nonprofit CRM and fundraising platform that includes built-in Wealth Screening Tools for Nonprofits and major gift management tools. It helps organizations identify high-capacity donors, manage prospect pipelines, and track fundraising performance from a single system.
Giveffect integrates donor data, event management, volunteer tracking, and prospect research into a unified platform. Its wealth shielding features allow nonprofits to evaluate donor capacity and prioritize outreach effectively.
Designed for growing nonprofits, Giveffect simplifies complex fundraising operations and supports strategic donor cultivation, making it a strong choice for organizations seeking both wealth and operational efficiency.
Website: https://www.giveffect.com/
Key Features:
- Built-in wealth screening
- Major gift pipeline management
- Donor CRM and engagement tracking
- Fundraising analytics
- Event and volunteer management
- Custom donor reports
Pros:
- All-in-one nonprofit platform
- Simplifies fundraising operations
- Strong major gifts focus
- Good mid-sized nonprofit fit
- Integrated workflows
Cons:
- Less depth than standalone tools
- Customization can be limited
- Higher learning curve
Pricing:
- Custom pricing
8. Bloomerang
Bloomerang is a donor management and engagement CRM that supports wealth filtering through integrations with leading prospect research providers like DonorSearch. While not a standalone wealth filtering tool, Bloomerang enhances donor intelligence by combining giving history, engagement metrics, and external wealth data.
Its user-friendly interface helps nonprofits track donor relationships, identify retention opportunities, and prioritize high-value prospects. Bloomerang’s analytics focus on donor loyalty and lifetime value, making it especially useful for long-term fundraising strategies.
With integrated wealth insights, Bloomerang enables nonprofits to make data-informed decisions and build stronger donor relationships.
Website: https://bloomerang.com/
Key Features:
- Donor engagement tracking
- Retention and loyalty analytics
- Centralized donor CRM
- Reporting and dashboards
- Email and communication tools
Pros:
- Very intuitive interface
- Strong donor retention insights
- Seamless third-party integrations
- Ideal for small to mid nonprofits
- Excellent onboarding support
Cons:
- Not a standalone screening tool
- Limited native wealth data
- Add-ons increase cost
Pricing:
- Bloomerang Fundraising– $40/month, billed annually
- Bloomerang CRM– $125/month, billed annually
- Bloomerang Volunteer– $119/month, billed annually
9. Funraise (with Kindsight)
Funraise is a modern fundraising CRM that offers donor prospecting and wealth screening tools for nonprofits through its Kindsight data integration tools, powered by iWave. The platform provides real-time insights into donor capacity, generosity, and engagement levels.
Funraise is designed for digital-first nonprofits and integrates seamlessly with online fundraising campaigns, peer-to-peer initiatives, and donor communications. Its wealth shielding features help organizations identify major gift prospects while maintaining a streamlined donor experience.
With automation, intuitive dashboards, and actionable insights, Funraise supports data-driven fundraising strategies for nonprofits seeking growth and scalability.
Website: https://www.funraise.org/
Key Features:
- iWave-powered donor screening
- Real-time donor insights
- Digital fundraising tools
- CRM and automation features
- Peer-to-peer fundraising support
- Custom dashboards
Pros:
- Modern, digital-first platform
- Real-time wealth insights
- Easy online campaign setup
- Strong integrations
- Scales well with growth
Cons:
- Requires data integration setup
- Not ideal for offline-only nonprofits
- Premium features cost more
Pricing:
- Premium Plans– $99/month, billed annually
10. LexisNexis Wealth Navigator
LexisNexis Wealth Navigator is a professional-grade wealth research and prospect intelligence solution widely used by nonprofit development teams and major gift officers.
It provides access to verified public records, business affiliations, asset ownership, litigation history, and philanthropic indicators to assess donor capacity accurately. The platform is particularly strong for deep-dive research on high-net-worth individuals and complex donor profiles.
Rather than automated scoring alone, LexisNexis supports informed decision-making through reliable, investigative-level data. It is best suited for nonprofits managing major gift portfolios, principal gifts, and high-value donor cultivation strategies.
Website: https://www.lexisnexis.com/
Key Features:
- Verified public record research
- Business and asset ownership data
- Litigation and compliance checks
- Deep donor background analysis
- Relationship mapping
- Professional-grade research tools
Pros:
- Extremely reliable data
- Ideal for high-net-worth prospects
- Excellent investigative depth
- Trusted enterprise solution
- Strong compliance standards
Cons:
- Not automated screening-focused
- Expensive for small nonprofits
- Requires trained users
Pricing:
- Essential– $128/mo
- Enhanced– $314/mo
- Professional– $494/mo
11. AlumniFinder
AlumniFinder is a nonprofit wealth screening tool for Nonprofits and a donor research service that helps organizations identify and qualify high-potential supporters. It evaluates wealth indicators such as real estate holdings, employment history, business ownership, charitable giving patterns, and philanthropic interests.
AlumniFinder offers both batch wealth shielding and customized prospect research reports, making it flexible for different fundraising needs. Its detailed donor profiles help nonprofits prioritize outreach and improve major gift strategies.
Often used by educational institutions and mid-sized nonprofits, AlumniFinder supports smarter donor segmentation and long-term relationship building through accurate, actionable insights.
Website: https://www.alumnifinder.com/
Key Features:
- Wealth and giving analysis
- Employment and business data
- Custom research reports
- Batch donor screening
- Philanthropic interest insights
- Prospect prioritization tools
Pros:
- Detailed donor profiles
- Flexible screening options
- Strong educational sector focus
- Reliable data sources
- Actionable prospect insights
Cons:
- Interface less modern
- Limited automation
- Reporting customization limited
Pricing:
- Contact sales
12. 360MatchPro (Double the Donation)
360MatchPro by Double the Donation is primarily a matching gift automation platform, but it also serves as a valuable donor screening and capacity insight tool.
By identifying donors eligible for employer matching gift programs, it reveals corporate affiliations and giving potential that can significantly increase donation value. Matching gift eligibility often indicates stable employment and higher discretionary income, making it a useful prospect indicator.
360MatchPro integrates seamlessly with donation forms, CRMs, and fundraising platforms, automating employer identification and follow-ups while helping nonprofits maximize donor contributions and overall fundraising impact.
Website: https://doublethedonation.com/360matchpro
Key Features:
- Employer matching gift identification
- Donor employment insights
- Automated follow-up workflows
- CRM and donation form integration
- Matching gift analytics
- Revenue optimization tools
Pros:
- Increases donation value
- Easy implementation
- Strong automation features
- Enhances donor capacity insights
- Proven ROI impact
Cons:
- Not traditional wealth screening
- Limited donor asset data
- Dependent on employer programs
13. NPOInfo
NPOInfo is a donor data enrichment and screening service designed to enhance nonprofit databases with accurate, up-to-date supporter information.
It appends missing data such as employment details, demographics, household information, and contact updates that improve the effectiveness of wealth filtering and prospect research. NPOInfo is often used alongside dedicated wealth shielding tools to improve data quality and segmentation accuracy.
Strengthening donor records, it enables nonprofits to identify high-capacity prospects more reliably, personalize outreach efforts, and execute targeted fundraising campaigns with greater confidence.
Website: https://npoinfo.com/
Key Features:
- Donor data enrichment
- Employment and household appending
- Database hygiene tools
- Demographic data updates
- Screening data enhancement
- CRM compatibility
Pros:
- Improves data accuracy
- Enhances screening effectiveness
- Affordable enrichment services
- Easy data integration
- Supports targeted campaigns
Cons:
- Not a full screening platform
- Limited analytics
- Requires companion tools
Pricing:
- Custom pricing
14. Insightful Philanthropy
Insightful Philanthropy delivers real-time donor intelligence by monitoring financial news, business events, and life changes related to donor prospects.
Instead of relying solely on static wealth data, it provides alerts on liquidity events, company acquisitions, leadership changes, and philanthropic milestones. These insights help nonprofits engage donors at the most opportune moments.
Insightful Philanthropy complements traditional wealth screening Tools for Nonprofits by adding timely, contextual awareness that supports proactive major gift strategies. It is especially valuable for major gift officers managing high-net-worth donor portfolios and long-term cultivation efforts.
Website: https://www.insightfulphilanthropy.com/home
Key Features:
- Real-time donor alerts
- Liquidity and business event tracking
- Philanthropic news monitoring
- Prospect intelligence reports
- Major gift opportunity alerts
- Relationship insight tools
Pros:
- Timely donor intelligence
- Supports proactive fundraising
- Complements screening tools
- Ideal for major gift officers
- Reduces missed opportunities
Cons:
- Not a screening database
- Best used with CRM
- Limited small-donor use
Pricing:
- Request pricing
15. StratusLIVE (with iWave Integration)
StratusLIVE is a nonprofit CRM and fundraising analytics platform that integrates iWave’s wealth screening Tools for Nonprofits data directly into donor profiles. It combines relationship management, prospect tracking, fundraising analytics, and capacity insights within a single system.
Nonprofits can view donor engagement history alongside wealth and affinity scores, enabling more informed fundraising decisions. StratusLIVE is well-suited for mid-to-large organizations that require structured major gift workflows and team collaboration.
The integration with iWave enhances prospect identification, prioritization, and stewardship, supporting data-driven and scalable fundraising strategies.
Website: https://stratuslive.com/
Key Features:
- Integrated wealth shielding
- Donor relationship management
- Major gift pipeline tracking
- Fundraising analytics
- Team collaboration tools
- Custom reporting dashboards
Pros:
- Unified fundraising platform
- Strong enterprise capabilities
- Integrated prospect intelligence
- Scalable architecture
- Data-driven workflows
Cons:
- Best for mid-to-large nonprofits
- Complex setup
- Higher implementation cost
Pricing:
- Contact sales
Ending Thoughts
Wealth screening tools for Nonprofits play a critical role in modern nonprofit fundraising by enabling organizations to identify high-potential donors and allocate resources more strategically. By combining financial indicators with philanthropic behavior and predictive analytics, these tools help fundraisers focus on prospects most likely to make meaningful contributions.
Choosing the right wealth shielding solution ensures better donor segmentation, improved major gift success, and stronger long-term relationships. When selected carefully based on data accuracy, integrations, scalability, and budget, wealth filtering tools become powerful assets rather than just databases. Ultimately, they empower nonprofits to make informed, ethical, and data-driven fundraising decisions that increase impact, strengthen sustainability, and support mission-driven growth.
FAQs
What Types of Nonprofits can Use Wealth Screening Tools?
Wealth shielding tools can be used by nonprofits of all sizes, including charities, educational institutions, healthcare organizations, and foundations seeking major and planned gifts.
Is Wealth Screening Legal and Ethical?
Yes, reputable wealth shielding tools use publicly available or licensed data and comply with privacy regulations, making them legal and ethical when used responsibly.
Do Wealth Filtering Tools Replace Fundraisers?
No, they support fundraisers by providing insights and prioritization, but relationship building and donor engagement still require human interaction.
How Often Should Donor Wealth Screening Be Conducted?
Most nonprofits conduct wealth filtering annually or before major campaigns to ensure donor data remains accurate and actionable.
Are Wealth Filtering Tools Suitable for Small Nonprofits?
Yes, many tools offer affordable or pay-per-screen options, making wealth filtering accessible even for small or growing nonprofits.
