If you order DonorSearch Batch Screen, generosity details for your constituents appear automatically in Bloomerang CRM. This streamlines your prospective donor research.
To order DonorSearch Batch Screen, fill out this form.
How It Works
After you order a batch screen:
Your constituents are bulk screened.
Generosity details (13 wealth markers) are bulk imported to constituent accounts in Bloomerang CRM.
If the constituent has a spouse, the results are influenced by the spouse’s data.
For constituents with organization accounts in Bloomerang CRM, the account shows the DonorSearch data for either the organization's giving or a person, if the person's name was included in the batch screening request.
Every six months, your constituents are re-screened. Data from the new screen replaces data from the previous screen.
New constituents are automatically scanned within 24 hours.
To be screened, your constituents must have a first name, last name, and a U.S. address in Bloomerang CRM that match a public record found by DonorSearch.
Generosity Details
These are the generosity details (wealth markers) that import to Bloomerang CRM from a DonorSearch Batch Screen.
Generosity Details | Description |
Largest Charitable Gift | Dollar amount range |
Wealth Capacity | Dollar amount range |
Has Business Affiliation | (Yes or No): Whether the constituent has a business executive title. DonorSearch only marks this as Yes if the person is definitely a business executive. |
Constituents Screened | First and last name of the constituents screened by DonorSearch |
Profile Accuracy | High: 17 and above Low: 16.9 and below |
Annual Fund Likelihood | High: 241-300 Above Average: 151-240 Average: 60-150 Below Average: 1-59 |
Major Gift Likelihood | High: 241-300 Above Average: 151-240 Average: 60-150 Below Average: 1-59 Low: 0 Unknown: Bloomerang CRM can’t read the data from DonorSearch |
Foundation Membership | Foundation name or “none found.” |
Business Revenue | Dollar value of business revenue |
Largest Gift Organization | Organization name or “none found.” |
Total Giving | Sum of overall giving |
Total Real Estate | Sum of all properties found |
Political Affiliation | One or more political parties or “none reported.” |
View Generosity Details from DonorSearch Batch Screens
To view wealth information from a DonorSearch Batch Screen:
In Bloomerang CRM, go to a constituent’s profile.
Click View Generosity Details. The Generosity Details page opens and shows 13 wealth markers. A household account shows the DonorSearch data for the head of household.
To view this constituent’s complete profile on the DonorSearch website, click View in DonorSearch.
Data Updates
DonorSearch Batch Screen data updates happen on this schedule:
New constituents: within 24 hours
Existing constituents: Every six months
To get updated data for a constituent before the next scheduled update:
In Bloomerang CRM, go to a constituent’s profile.
Click View Generosity Details.
Click Refresh.
Report on DonorSearch Batch Screen Data
You can report on the generosity details imported to Bloomerang CRM from DonorSearch Batch Screen.
For ranges (Largest Charitable Gift and Wealth Capacity), keep this in mind:
If you filter for $2000-$5000, your results include any overlapping ranges. For example, your results include constituents with $1-$3000 or $2500-$7500.
If you filter for >$1000, your results include ranges where the lowest or highest value matches the filter. For example, your results include $3500-$5000 and $1-$1500.
Ranges sort by the smallest value.
To report on generosity details:
Add the Generosity Details filter.
Click the Generosity Details filter.
To filter for constituents who have data for specific wealth markers:
Select Specific Generosity Details.
In the Generosity Details filter, select a wealth marker: Annual Fund Likelihood, Business Revenue, Foundation Membership, Has Business Affiliation, Largest Charitable Gift, Largest Gift Organization, Last Screened Date, Major Gift Likelihood, Political Affiliation, Profile Accuracy, Total Giving, Total Real Estate, and Wealth Capacity.
Click OK.
To add more wealth markers, click And or Or, and then repeat Steps 2 through 4.
To add a Generosity column to your report, click Add Column.
In the Search for Fields text box, enter and select Generosity Details.
Click OK.
Add one or more columns.
Click Add [Number] Columns.