DonorAtlas

DonorAtlas is an AI prospect-research and wealth-screening service for teams cultivating donors, alumni, members, patrons, clients, and other individual relationships. It is most useful when an organization already has a CRM and needs sourced intelligence alongside it. Custom pricing, no built-in prospect scoring, and its CRM-dependent role make it less suitable for self-service buyers seeking an all-in-one system.

Overview

DonorAtlas searches the open web across public records, news, nonprofit filings, and company databases. Its profiles can assemble giving history, wealth indicators, employment and education, verified contact information, connections, and relationship insights. Cited, verified sources give staff a way to review the basis for profile claims rather than relying on an opaque summary.

When a person has no existing record, the service can research and create a complete profile on demand in seconds. Teams may upload lists of any size, receive enhanced profiles in minutes, and search or segment records with natural-language queries. That makes it practical for both one-off prospect work and larger list-enrichment projects, provided the organization is prepared to manage the resulting intelligence in a separate CRM.

Key features

• Wealth and affinity screening: Wealth indicators support capacity research, while affinity screening helps surface relationships and potential connections. DonorAtlas does not provide prospect scoring, so teams that require an automatic ranked score will need another tool or their own process.
• Sourced profiles: Giving, career, education, contact, connection, and relationship data are presented with cited and verified sources. This is valuable for accountable research and for staff who need to validate an insight before making an ask.
• Natural-language search: Upload-and-enrich workflows and conversational searching make it possible to segment large lists without manually constructing every query. The benefit is strongest for teams handling many prospects; smaller teams may not need that scale.
• CRM connections and API: Featured integrations include Salesforce and Blackbaud Raiser's Edge NXT, with Bloomerang, Virtuous, NGP VAN, EveryAction, Givebutter, and Neon also listed. An open API extends connectivity beyond those systems, but DonorAtlas remains an intelligence layer rather than a CRM replacement.
• Security and data controls: DonorAtlas says it is SOC 2 Type II and HIPAA compliant, encrypts stored data with AES-256 and data in transit with TLS 1.2 or higher, and keeps customer data in US AWS data centers. It says imported data is restricted to the customer's team, is not sold or shared, and is not used to train AI models.

Pricing

DonorAtlas uses custom pricing, so prospective buyers must request a quote. Both published plans include unlimited searches and unlimited donor profile views, making the distinction between them primarily about administration, support, and deployment.

Enterprise

Enterprise is billed through “Contact DonorAtlas for pricing.” It adds enterprise support, a dedicated support contact, custom onboarding, SSO and SCIM, role-based access, an admin dashboard with auditing, and an MCP server for all users. Onboarding includes a one-hour session plus supplementary calls for CRM setup and new team members. This is the appropriate tier for larger or more security-conscious organizations that need centralized governance and implementation help.

Standard

Standard requires an annual license with a quote from DonorAtlas. It includes standard support and an MCP server priced per user, while retaining unlimited searches and profile views. It fits teams that want the core research workflow without Enterprise's identity, auditing, and dedicated-support package; the extra per-user MCP charge should be included in any budget comparison.

Platforms

DonorAtlas is offered through the web and an API. The API is the more relevant route for organizations that need to connect intelligence to systems beyond the listed CRM integrations.

Who it's for

The service suits fundraising, advancement, membership, and relationship teams working with donors, prospects, alumni, patrons, members, and clients. It is a strong match for organizations with an established CRM, sizeable prospect lists, and a need for traceable wealth and affinity research. It is not the right choice for a buyer wanting prospect scoring, a built-in relationship-management database, or a transparent self-service price.

Pros and cons

• Pro: Cited and verified sources make profile findings easier to review before outreach.
• Pro: Unlimited searches and profile views support high-volume research on both plans.
• Pro: Broad CRM coverage plus an open API can fit varied technical environments.
• Pro: Enterprise adds SSO, SCIM, role controls, auditing, and dedicated onboarding for governed deployments.
• Con: Custom pricing and annual licensing prevent quick cost comparison and require a sales conversation.
• Con: No prospect scoring means teams needing automatic prioritization must add another method.
• Con: Because it works alongside a CRM, it cannot replace a system of record for relationship management.
• Con: Standard users pay per user for the MCP server, unlike Enterprise users.

Alternatives

For a broader category comparison, see Nonprofit Donor Prospecting Software.

• Hatch is the better starting point for organizations that want a freemium option and a published free plan with 50 enrichment profiles, one seat, and limited monthly drafts.
• Blackbaud Financial Edge NXT is preferable when a buyer wants a Blackbaud financial-management product with personalized implementation, training, and ongoing support.
• NPOAuthority suits teams seeking an annual-contract service with unlimited one-off searches, unlimited seats, and unlimited training.
• Gratona Donor Intelligence is an alternative with a published Launch plan at $750 a month, billed 9,000.00 USD annually, including 1,000 AI credits each month.
• Windfall Wealth Screening is an alternative focused on wealth screening with pricing based on the buyer's needs.
• Code-fi is an alternative offering annual subscriptions with access to its tools, data, and knowledge-support services.
• DonorScope is worth considering for a freemium model and an annual subscription priced at 998.00 USD, with per-record costs for appended data.
• DonorTrends is another option for fundraising reports, analysis, and advice.

Verdict

Choose DonorAtlas if your organization needs sourced prospect intelligence, wealth and affinity screening, high-volume enrichment, and connections to an existing CRM. Its strongest advantages are traceable profiles, on-demand research, and enterprise-grade controls. Look elsewhere if built-in prospect scoring, a CRM replacement, or publicly posted pricing is essential.