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Explore Additional Information About a Prospect

In addition to providing basic functions for prospect screening, DonorScape® also provides tools for finding out about prospects’ connections, for collaborating with others and adding anecdotal information, and for estimating ratings based on new information.

Explore additional information about a prospect 


Research Social Network

DonorScape® uses information from our data sources to identify people who serve on the same boards and work at the same organizations as the prospect.  If one of the connections is currently a prospect within your organization’s database—based on a Simple match—then the heading “Currently a prospect?” will indicate Yes. Further research will be needed to confirm connections.

  1. Open the prospect’s record.
  2. Click the Social Network tab.
  3. Choose the source of information from the pulldown menu (top right): 

    Who Knows Who tab source 
  4. Click the download icon Download icon to export the list of connections to an Excel spreadsheet.

Add or View Notes

The ability to annotate a prospect record allows researchers, gift officers and others within your organization to collaborate with one another.

Additionally, if you find descriptive information on a prospect that requires free-form text as opposed to standard DonorScape® fields, you can add notes to keep the information organized and available to all users.

  1. Open the prospect’s record.
  2. Click the Notes tab.
  3. Type your notes in the textbox, and click Save Note:

    Add or view notes
    The notes are added to the Note History (at left). Search any saved notes by running an Advanced Search (using the LIKE operator). Notes will appear on Prospect Profile reports.

    See also: Advanced Prospect Screening
    See also: Export a Prospect-Level Report 

Make Calculations

Use the built-in calculator to manually change an estimate of a prospect’s Gift Capacity, without permanently changing the prospect’s record. For example, you can estimate the effect of a real estate or SEC sale on a prospect’s Gift Capacity.

  1. Open the prospect’s record.
  2. Click the Custom Ratings Calculator tab.
  3. Enter new values:

    Custom Ratings Calculator
  4. Click Calculate. To revert to the default values (from the DonorScape® record), click Reset.
  5. To save the current values (only for the calculator, not the record), click Save as Default Values. Or to return to values derived from the record, click Restore Default Values.

Users Guide

Download the Users Guide (pdf)   

Questions? Need support?

Call 866.378.8540 or email

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