Donor Research + Data Cleanup

Know which donors to reach first. We'll do the research.

We research your donor list, fix bad addresses and emails, and hand you a ranked list of who to reach first, right inside CauseVox.

Open to any nonprofit. Works whether your donors live in CauseVox, another CRM or a spreadsheet.

The Challenge

Your best donors are easy to miss.

You can't research everyone.

Without a researcher on staff, most donors are just transactions: a name and a gift amount. The ones who could give much more look just like everyone else.

Some donors never hear from you.

Old addresses and bounced emails mean your appeal misses people who already gave once. Every returned letter is postage spent and a donor left out.

Big donors don't return.

A donor who gave $1,000 last year and nothing this year rarely hears from you in time. By the time someone notices, they've moved on.

What we find in donor lists

50%

of $1,000+ donors can give more than they do today.

$1,000+

first-time donors can turn out to be company founders no one has met yet.

25%

of donor records need a fix before your next letter or mailing.

Donor Research

Know who to reach and why.

We look up your top, mid-level and recent donors and check every match, so you know who is worth your time.

Who they are

Job, company, board seats, foundation ties and home value.

Who's ready now

Last year's big givers missing from this year, and business owners behind your corporate gifts who don't give personally yet.

What to do next

A ranked list with a next step for each donor, plus a plan to get new donors to give again.

DonorWhat we foundWhy it matters
First-time $1,000+ donor What we found: Founded a growing company Could give more
$1,000+ donor who skipped this year What we found: Gave 5+ years in a row Worth reaching out now
$10,000+ business supporter What we found: The owner isn't in your contacts A new relationship to start

Based on real donor lists. Details changed to protect donors.

Data Cleanup

Reach every donor, without the hours it takes.

No one on your team has time to fix hundreds of records by hand. We find what's broken, fix it for you, and put every fix back into CauseVox.

Reach them

New addresses for donors who moved, plus undeliverable mail and bounced emails flagged.

Get it right

ALL CAPS names, extra spaces, missing ZIP codes, likely duplicates and donors who have passed away.

Keep it clean

A checkup twice a year, before your big appeals, with almost no staff time.

Connected fundraising

Put what we find to work in CauseVox.

Research tools hand you a spreadsheet. With CauseVox, every finding lands where you already raise money, so nothing sits in a file.

Every donor labeled

"Address updated," "Email bounced," "Could give more." Pull a list of any group in seconds.

A follow-up board

Your list shows up as cards. Move each donor from To Contact to Met to Gave, so nobody falls through the cracks.

Automatic follow-ups

Thank new donors and ask for a second gift, or get an alert when a top donor gives.

Built-in email

Send appeals from CauseVox and see who opens, clicks and gives.

Proof it worked

Every donor we flag is labeled, so you can track the gifts they bring in.

How it works

Done for you in days.

  1. 1

    Talk to us.

    Tell us a little about your organization and donors.

  2. 2

    We do the work.

    We research your donors and check your data, then send a short report and a list of fixes.

  3. 3

    You approve.

    Nothing changes in your account until you say yes in writing.

  4. 4

    We put it in CauseVox.

    Updates, labels and merges go in for you. Not on CauseVox? You get a clean file to import.

  5. 5

    You start reaching out.

    Your ranked list, with a next step for each donor, is ready on a board.

Get started

Talk to Sales

Tell us about your organization. We'll follow up with next steps and pricing.

  • Starts at $1,000, one time, based on how many donors you have
  • Before you commit, we'll estimate what it's worth in giving
  • Nothing changes until you approve it
FAQ

Common questions

How is this different from wealth screening?

Wealth screening mostly tells you how much money someone has. We also look at their capacity to give, like a business they own, a high-value home, and board or foundation roles. Then we research each donor on the web for career moves, company news and life events. We check every match, then tell you who to work first.

We don't have time to clean up our data. How much work is this for us?

Very little. We do the cleanup and the research. You review the fixes, say yes, and we put them into CauseVox.

Will you change my records without asking?

No. You review every fix first.

How often should we do this?

At least twice a year, before your big appeals. Donors move, change jobs and give in new ways, so each checkup gives you a fresh, ranked list of which donors to work first.

How long does it take?

Most reports are ready within a few days. Fixes go into CauseVox as soon as you approve them.

How much does it cost?

It starts at $1,000 as a one-time fee, based on how many donors you have. Before you commit, we'll estimate what it's worth in giving.

Do I need to use CauseVox?

No. It's open to any nonprofit. If your donors live in another CRM or a spreadsheet, we hand you a clean file and your ranked list to import.

Is more giving guaranteed?

No. We give you estimates, a ranked list and the tools to follow up. Results may vary.

Every donor should feel known. Start by knowing who they are.