Detective Academy!
Introducing DonorSearch in your Parter Portal
Are you searching for actionable data on your donors and prospects? Discover how DonorSearch in Partner Portal can help you solve the data mystery! 🔎
DonorSearch is a prospect research and wealth screening tool that provides strategic insights on which donors to approach about real-time giving and the optimal time for outreach. Considering DonorSearch data in combination with a donor's use of your FreeWill planned giving tools can help you identify people likely to make a special gift in real time.
In this fun session, Sarah Liebman (Sr. Product Marketing Manager) and Lauren Winther-Hansen (Nonprofit Training Lead) revealed:
- What is DonorSearch?
- How to access DonorSearch data in your Portal
- Suggestions for utilizing DonorSearch data and Donor Insights in your major gift cultivation, solicitation, and stewardship work
- A refresher on FreeWill's Donor Insights (also available in Portal)
- Suggested next steps
Sherlock's got nothin' on us. Thanks for watching, super sleuth! 🕵️
