ProspectAI Reports

Each donor report generated using Prospect AI contains several core components:

  1. Similar Profiles
    ProspectAI generates a report of the “Primary Identity” (the person it thinks you are most likely referring to). However, when multiple individuals share the same name, the correct person might actually be listed here.
  2. Data Summary
    This is an overview of the sources ProspectAI reviewed during the research process
  3. Key Readings/Top Sources for Review
    This section provides both the top sources that the AI feels is most representative of the prospect (i.e., if you only have time to read three things, you should read these), as well as the sources most in need of review (i.e., ambiguous sources that just reference the name of the prospect without any other details).
  4. Executive Summary
    A high-level overview of the donor, including biographical details and notable philanthropy
  5. Profile Overview
    A summary of the donor’s giving history and capacity, and biographical information
  6. Profile Summary
    A series of scores, rating the donor on capacity, affinity, giving recency, and overall fit
  7. Contact Information
    Any contact information discovered, including phone, email, and social media profiles
  8. Connections
    Family members and professional contacts of the donor
  9. Conversation Starters
    Up to three topics that are worth bringing up in conversations with the prospect, based on their giving behavior, and unique outside interests.
  10. Giving Summary
    An overview and visualization of total and typical giving
  11. Giving History
    Each public gift found, separated between charitable and political giving history
  12. Capacity Estimates
    Analysis of multiple data sources, including net worth, stock and real estate holdings in order to assess giving capacity. Net worth is calculated by adding up real-estate equity, stock, and other visible assets. If assets are unknown, we simply use ≈ 3× annual income.  Capacity is then defined as the higher of 5 % of net worth or 10 % of yearly income, rounded for easy asks, which is a proxy for potential giving over the next 5 years.
  13. Affinity Assessment 
    Causes that the donor cares about and has publicly supported
  14. Volunteering, Advocacy, and Event Attendance
    Additional information regarding a donor’s interests and affinities
  15. Recommended Outreach
    A recommended strategy for making contact with the donor, based on your organization’s programs and the donor’s affinities
  16. Due Diligence
    Any controversies or concerns involving the donor that were uncovered during the research process
  17. Notes
    Any notes that you might want to add on the prospect.
  18. Sources
    A consolidated list of all sources referenced in the report