ProspectView Online 2: Our Prospect Research Assistant Tool
ProspectView Online 2 (PVO2) by DonorSearch leverages cutting-edge analytics and AI-powered reporting to uncover the best prospective donors for your nonprofit. Instantly assess and prioritize your top fundraising opportunities with prospect research software that turns raw data into actionable insights.
Key Prospect Research Software Features Included in PVO2
Intuitive Interface Design
Streamline donor research by navigating through insights in a user-friendly, visually optimized interface.
Generative AI-Driven Reporting
Create custom reports that summarize the most important data on individual prospects so you can quickly reference this information throughout the cultivation process.
Customizable Hero Dashboard
Visualize prospect ratings and wealth and philanthropic insights for a comprehensive understanding of your prospective donor landscape.
Configurable Navigation
Streamline workflows with an expandable, customizable navigation bar that makes it easy to manage and edit prospect profiles.
Profile Search
Access relevant donor research details for quicker, better informed decision-making by using keyword-based search capabilities.
With PVO2, You Can…
Conduct Smart Analysis for Strategic Fundraising
Unlock your donor base’s full potential with smart analysis tools. DonorSearch’s unique Most Likely to Respond (MLR) score, visible in PVO2, builds on the traditional RFM rating model to evaluate donor engagement for a holistic picture of giving propensity. Additionally, you can incorporate relationship mapping into your solicitation strategy to harness the power of donors’ networks and delve into specialized scores for major gifts and annual contributions.
Maximize Resources With Data-Driven Insights
PVO2’s embedded generative AI revolutionizes prospect report creation, enriching cultivation at scale while saving your team time. Whether you’re preparing for one-on-one meetings with prospects, determining next moves for individual candidates, launching major campaigns, or planning brand-new outreach initiatives, our AI solutions empower you to work smarter (not harder) and ultimately boost your nonprofit’s impact.
Foster a Culture of Collaboration
Break down data silos with our organizational master prospect research tool. Your nonprofit’s leadership can access an overview of PVO2 account activities, permissions, and usage, making it easier to share information and insights among all team members involved in donor cultivation. This unified approach amplifies impact and furthers collective fundraising success.
Curate Customized Fundraising Workflows
PVO2 adapts to each team member’s unique needs. You can personalize your Hero Dashboard and adjust the appearance of prospect portfolios to fit your role’s specific needs. This level of customization empowers you to approach fundraising in a way that aligns with your individual strategy, goals, and day-to-day activities, making your experience as efficient and effective as possible.
Ensure Continuous Data Protection & Privacy
At DonorSearch, donor and client data privacy is a top priority. PVO2’s cybersecurity approach aligns with SOC 2 Type II compliance standards and data protection laws like CCPA and HIPAA. Our robust security measures include advanced encryption, two-factor authentication, single sign-on options, strict access controls, and continuous monitoring and auditing. These layers of protection ensure that PVO2—like all DonorSearch solutions—provides a trustworthy environment for your nonprofit’s data analysis and reporting.
Our Prospect Research Software Assistant in Action
PVO2, along with the rest of DonorSearch’s prospect research tools, provides everything your nonprofit needs to find, cultivate, and secure major donors for its mission. But don’t just take our word for it—check out this video to learn how the Lambda Chi Alpha Educational Foundation leveraged DonorSearch to reveal more than $33 billion in untapped donor potential and identify major giving candidates for its most ambitious campaign to date!
“Data is the past, present, and future of efficient fundraising. Without these insights [from DonorSearch], I don’t know how we could possibly go forward with a $60 million raise—the largest in Lambda Chi’s history.” – Nick Bratvold, Vice President for Philanthropy, Lambda Chi Alpha Educational Foundation
Frequently Asked Questions About ProspectView Online 2
As a prospect research assistant, PVO2 is meant to be used after your nonprofit has gathered data on potential donors via wealth and philanthropic screening. If you leverage a predictive modeling tool like DonorSearch Ai or Enhanced CORE, you’ll use it to identify trends in your prospect research data next. PVO2 encompasses the next steps in the process—data visualization, reporting, and serving as an ongoing reference as you begin outreach and cultivation.
PVO2 gets the majority of its information from DonorSearch’s prospect research database, which consists of more than one billion data points from over 40 trusted, publicly available sources (ranging from SEC and FEC records to other nonprofits’ annual reports) and is updated weekly for freshness. Some information in your prospect reports and profiles may also come from the data your nonprofit already has stored in its donor database, since PVO2 can help you turn existing supporters into major donors in addition to finding brand-new prospects.
PVO2’s built-in generative AI automates the previously manual work of scouring current and prospective donor profiles for important details and consolidating those data points into a cultivation “cheat sheet.” Based on your collected and analyzed prospect research data, PVO2 generates an output of an organized, condensed, individualized prospect report.
In all likelihood, yes! DonorSearch offers the most widely integrated prospect research software on the market, integrating with more than 40 popular donor databases and nonprofit fundraising tools. This way, insights from PVO2 are easily accessible when and where your team needs them most when cultivating donors.