Once you've connected your Donor Search account to KIT, you can start calling for information right in your account.
Making a Call
Click on Contacts in the sidebar > Click on the Contact that you would like to make a call for
Note: Donor Search uses mailing address to pull information. Your Contact must have a mailing address on their profile in your CRM so that this information can be pulled through to KIT and used for your call.
Click on the Donor Search tab > Click on the Make First DonorSearch Call button
Donor Search Data
The following information will be pulled from your Donor Search account into KIT:
- Propensity To Give - This figure looks at how often this Contact chooses to donate.
- Largest Gift Found - This is the largest gift that DonorSearch has been able to locate for this Contact
- Business Revenues
- SEC Stock Value
- Real Estate Value
- Political Total
- Republican Total
- Democrat Total
- FND Board
- Business Affiliations
- SEC Insider
- A break down of Philanthropic Giving by category
- Philanthropic Giving Transactions
- Stock Holdings
How to use this Data in KIT?
There are two ways that you can interact with Donor Search data in your KIT account.
I want to Wealth Screen a specific Contact
If you know the Contact that you would like to view data for, you can head straight to their profile and interact with the Donor Search tab.
I want to locate a group of Contacts based on Wealth Screening Data
If you don't have a specific Contact in mind and would like to find one (or more) you can filter your Contacts by Donor Search data.
In Contacts, click on Filters > Edit Filters
Click Add filter > Scroll down to Donor Search Data Points and click on the dropdown to reveal more filters
You can filter your Contacts by each of these data points.
For example, you could Filter your Contacts by folks who have a DonorSearch Rating of DS1-1:
Combine this with KITs many other features and you can create extremely specific donor lists for your organization to reach out to during giving seasons.