Gratefully + DonorSearch

Gratefully and DonorSearch: screening tells you who could give, we hold what you already know

Most fundraising teams end up running three things: a CRM that holds the records, a screening tool that scores capacity, and an intelligence layer that holds the relationship. DonorSearch is one of the strongest screening tools in the sector. Gratefully is the intelligence layer. Neither one is a CRM, and neither replaces yours.

In one sentence: DonorSearch is a wealth screening and prospect research tool. Gratefully is the intelligence layer that holds what your organization already knows - they are designed to work together, not in place of each other.

What DonorSearch does well:
Wealth screening, capacity ratings, and prospect research pulled from public records, philanthropic giving history, and asset databases.
What Gratefully adds:
An intelligence layer that makes everything your team already knows about each donor - notes, emails, meeting recaps, board conversations - instantly queryable, cited, and preserved across staff transitions.
Better together:
DonorSearch tells you who has capacity. Gratefully tells you what your organization already knows about the relationship. Used together, you go into every cultivation conversation with both external intelligence and internal context.

What DonorSearch is, who owns it, and what it costs

Answer capsule. DonorSearch is a wealth screening and prospect research platform for nonprofits, founded in 2007 and acquired by EverTrue in September 2025. It publishes no pricing of its own. The only published rate card comes from reseller DonorPerfect, where entry plans start at $19 a month and batch screening 30,000 records costs $5,750.

What does DonorSearch do?

DonorSearch scores who in your database has the capacity and the inclination to give at a major level. It matches your donor list against public records, philanthropic giving history, real estate, business affiliations and SEC filings, then returns a rating you can sort a portfolio by.

Its own product documentation groups the platform into three lines:

LineWhat it covers
Donor ScreeningWealth and philanthropic screening across a database it describes as over one billion data points
Fundraising AIDonorSearch Ai, Enhanced CORE, ProspectView Online 2
Data ManagementDatabase services, data appending, marketing lists

It sells into nonprofits, healthcare, higher education, arts and culture, faith-based organizations, environmental groups and independent schools.

Wealth screening is the practice of matching a donor list against external public records to estimate a person's financial capacity to give. Prospect research is the wider discipline that adds inclination and affinity to that picture. Screening is one input to research, not a synonym for it.

Who bought DonorSearch?

EverTrue acquired DonorSearch on 4 September 2025. Financial terms were not disclosed. The combined company says it supports more than 15,000 fundraising organizations. DonorSearch founder and CEO Bill Tedesco and EverTrue CEO Adam Blake both appear in the announcement, and DonorSearch confirms the ownership on its own site. The product continues under the DonorSearch name.

How much does DonorSearch cost?

DonorSearch publishes no pricing. We checked on 10 August 2026: there is no pricing page on donorsearch.net, and none of the 833 URLs across its eight sitemaps covers cost, packages or quotes. Pricing is quote-based.

The one published rate card in existence belongs to DonorPerfect, which resells DonorSearch. This is what a reseller charges, not DonorSearch's direct pricing, and the file was last updated in January 2025.

PackageMonthlyAnnualManual searches per month
ProspectView 100$19$228100
ProspectView 200$29$348200
ProspectView 300$49$588300
ProspectView 400$59$708400
ProspectView 500$79$948500
ProspectView Plus, Full Search Suite$179$2,148Unlimited, plus 500 marketing list

Batch screening is priced separately, and it is the bigger number. The card gives fixed bundles for smaller files and a per-record rate for larger ones.

Fixed bundles

Records screenedCost
5,000$1,250
10,000$2,250
15,000$3,250
20,000$4,250
25,000$4,850
30,000$5,750

Per-record rate, quoted by band

BandPer record
5,001 to 9,999$0.25
10,000 to 24,999$0.20
25,000 to 49,999$0.15
50,000 to 99,999$0.12
100,000 to 249,999$0.10
250,000 and aboveCustom

The useful thing to take from these two tables when you are budgeting: the subscription is the small number and the screening is the large one. Screening a 30,000-record file costs $5,750, against $2,148 a year for the top subscription tier.

Is DonorSearch worth it?

We compete with DonorSearch, so read this with that in mind. Our honest answer is that it is worth it under conditions, and the conditions are about your team rather than their product.

Worth it whenHard to justify when
You have at least one person whose actual job is major giftsScreening is a project nobody owns afterwards
Your file is big enough that you cannot read it by handYou have a few hundred donors a person could review directly
Somebody is accountable for working the ratings within a set periodThe last screen is still sitting in a spreadsheet
You are entering a campaign with a defined prospect pipelineYou are hoping the scores will tell you what to do

The failure we see is not a bad screen. It is a good screen nobody works. Capacity ratings are an input to a process, and if that process does not exist, the ratings sit unused and go out of date.

That is the honest reason a screening tool and Gratefully are not alternatives. DonorSearch answers who could give. It does not answer what your organization already knows about them, or what should happen next, or whether anybody did it.

I have never met a development team that regretted screening their file. I have met plenty who could not tell me what happened after the results came back. The score is not the work. The follow-up is the work, and that is the part nobody sells you.
Muddsar Jamil, founder, Gratefully

Where each tool fits

Screening tools and intelligence layers answer different questions. This table maps which capabilities live where.

CapabilityDonorSearchGratefully
Wealth and capacity screening (external data)
Philanthropic giving history (third-party sources)
Asset, real estate, and SEC filings lookup
Internal knowledge graph (notes, emails, documents)
Natural language query across all donor context
Answers cited to the actual source recordlinks to source DB
Relationship history preserved through staff turnover
PII redaction and audit trail on AI interactions
Works alongside your existing CRM without migrationappends to CRM records
Donor data trains shared AI modelsNot stated publiclyNever
Proactive churn risk scoring on your portfolioAction Center
Autonomous signals from emails, notes, newsexternal news only
Hidden revenue discovery from your existing data
Setup timeDays to weeksUnder 60 minutes

External capacity vs internal context

DonorSearch is one of the most established wealth screening tools in the sector, and it does its job well: it tells you, with high confidence, who in your database has the financial capacity to give at a major level. That's a real and necessary input for any serious major gifts program.

But capacity is only half of the picture. The other half - the half that actually moves a cultivation forward - is everything your organization already knows about the relationship. The conversation from last year's site visit. The email where a donor mentioned their late father. The note your former development director left about a board member's planned gift conversation. None of that lives in a wealth screening report, and most of it isn't structured enough to live in a CRM field either.

Gratefully is the AI-native intelligence layer for that internal knowledge. You keep DonorSearch as your external intelligence source. You add Gratefully as your internal one - so that when a gift officer asks 'what do we know about this donor and what should I do next?', they get an answer grounded in both capacity data and the relationship history your team has already built.

Why pair them?

DonorSearch scores external capacity. Gratefully holds the internal relationship context that no screening report contains.

With DonorSearch on its own

You know who in your file has capacity, and you have ratings you can sort a portfolio by. But what your organization already knows about each of those people - the site visit recap, the note about a donor's late father, the planned gift conversation that was six months in - lives in emails, notes, and the heads of the people who logged them.

With Gratefully alongside DonorSearch

Your major gifts officer runs a DonorSearch report on a prospect and sees a $250K capacity rating. Then she asks Gratefully: 'What do we already know about her?' - and gets a cited summary of the three meetings she's had with staff, the cause areas she's mentioned caring about, the names of her children that came up in a thank-you call, and the planned gift conversation that was opened (and never followed up on) eighteen months ago. She walks into the cultivation meeting with both capacity and context.

Frequently asked questions

Pair Gratefully with the tools you already use.

Gratefully is built to sit on top of your existing tools - no migration, no rip-and-replace. Most organizations are set up in under 60 minutes.

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Read how Gratefully compares to other tools: vs Bloomerang · vs Virtuous · vs Salesforce Nonprofit · How Gratefully works