Every Monday morning, Benefactor Dispatch delivers what changed on your most important donors last week: capacity events, role changes, liquidity moments, triaged, with the next move named. Most shops learn months too late, or never. You won't.
Wealth screens tell you who could give. Dispatch tells you what changed, why it matters, and what to do about it this week: one digest every Monday morning, so your officers are never buried in noise. Built for advancement shops doing real major-gift work: universities, hospital and community foundations, independent schools, museums. Eight of the nineteen vectors below; eleven more in the system.
The Benefactor Brief is what your officers need before sitting down with your most important donors, and rarely get: 10+ pages of organized intelligence on the donor in front of them. Wealth picture, giving history, family, business holdings, philanthropic patterns, and the connection points to your institution, compared to the one-to-two-page summaries officers usually work from. Every claim grounded in a citable public source. It earns its keep most in the weeks before a solicitation, when the amount, the framing, and the timing all have to be right the first time.
And every Brief carries its own Dispatch section: the signal that made this donor worth a meeting right now. It is the same intelligence Dispatch delivers every Monday across your hundred.
The Brief is the trial. $97, one named donor, typically in your inbox within the hour, always within 24. If it pays for itself once, the math on Dispatch answers itself.
Most shops start with one Brief on the donor in front of them this week. When it pays for itself, they add Dispatch and stop missing the moments that matter on the other ninety-nine.
The traditional way to get this is a research hire. A Director of Prospect Research runs $90K to $190K a year in salary. Dispatch puts the research function next to your officers for less than $5K a year, starting this month, cancel anytime.
Built inside an advancement office that asked these questions first. Every answer below is what we tell a client's legal review when it lands on our desk, written plainly, with nothing hedged.
If your question isn't here, send it to the address below. We'll answer it in writing within the day.
Every signal in Dispatch and every claim in a Brief comes from public-record and consented sources. We don't scrape private platforms, purchase data from brokers, or use any source a donor couldn't find if they searched themselves.
Every claim is sourced to a primary record. Fact is kept separate from inference on the page, every time.
Yes. Benefactor Intelligence operates inside the APRA Statement of Ethics and the CASE principles for advancement research. The product was built inside a working advancement office that already operates to those standards.
No. Dispatch surfaces public movement: the same events a donor's friends, board peers, and the local business journal already know about. We do not track location, communications, social activity, or any non-public behavior. We never observe what a donor is doing in private.
The standard is the same as a thoughtful gift officer reading the morning paper with their hundred donors in mind, done at scale, before anyone else gets to it.
The apparatus does the gathering and the synthesis. Every claim is grounded in a citable public source, and every Brief and alert is held to a published standard before it ships: sourced, relevant, defensible. If it fails that standard, it doesn't go out.
If a claim turns out to be wrong, we correct it and refund the Brief. We stand behind the sourcing.
No. Benefactor Intelligence does not access, store, or process student records of any kind. FERPA is not engaged by anything we do.
For hospital and health-system foundations: no PHI is ingested, processed, or stored. No EHR data, patient identifiers, or diagnosis or treatment data of any kind. All research draws exclusively on public records and public web sources, so a Business Associate Agreement is not required for this scope. If your compliance review concludes otherwise, we're glad to discuss.
We also do not ingest your CRM, your donor database, your advancement system, or any internally-held PII. You provide a list of donor names; we research those names against public sources only.
Subjects in any jurisdiction have the right to request what we hold on them and to have it deleted. We honor verified requests within thirty days.
For institutions with EU or California donors, we sign a standard Data Processing Agreement on request. Available before your first engagement.
Your donor list stays scoped to your engagement. It is never used to train, fine-tune, or improve any AI model, a posture backed in writing by our platform providers' commercial terms. It is not sold, shared, or pooled with any other client's data, and we never contact or solicit your donors directly.
We do not claim certifications we don't hold: our own SOC 2 is not yet attested. Our platform providers for AI inference, database, and hosting hold SOC 2 Type II, ISO 27001, and ISO/IEC 42001 attestations, and we operate to equivalent controls ourselves: least-privilege access, encryption at rest and in transit, append-only audit logging, and a 72-hour incident-notification commitment.
We complete HECVAT, SIG, or your institution's proprietary security questionnaire promptly on receipt, and share the underlying attestations and our full security documentation package on request. If a certification is a hard requirement for your institution, tell us at intake and we'll be straight about timing.
Every claim in a Brief is cited to a public source you can check yourself. We stand behind the sourcing. If a claim turns out to be factually incorrect, we correct it in writing and refund the Brief.
We carry professional liability coverage and our standard MSA includes mutual indemnification appropriate to a research service.
One digest, every Monday morning: what changed on your covered donors over the past week, sorted by what is most actionable. Liquidity events. Leadership moves. Board appointments. Foundation activity. Obituaries. News and recognition. Each alert names what changed, why it matters, and the next move.
We scan every portfolio on a recurring weekly cycle (some sources monthly) and batch what we find into that single digest, so officers aren't pinged constantly. By design, most of your donors stay quiet. When one moves, you know.
No, and that's the point. Wealth screeners give you an annual snapshot: capacity scores against your full database. Dispatch gives you this week's signal on your most important donors.
The screener tells you who could give. Dispatch tells you the moment a window opens, and what to do about it this week. Most clients run both.
Dispatch is month-to-month with no annual contract. Cancel anytime; you keep every alert and Brief delivered up to that point.
On cancellation, your donor list and any associated research files are deleted within thirty days on request. You receive written confirmation.
Yes. We have a standard MSA, DPA, and W-9 ready for procurement on request, and we are set up as a vendor with several universities already. Dispatch stays month-to-month by default; for shops that prefer to run it through procurement, we can invoice by institutional purchase order.
For gift officers who want to start without waiting on procurement, a single Brief at $97 can be purchased on personal card. Many do this first, then bring the results to procurement to set up Dispatch institutionally.
Every officer is one conversation away from a transformational ask, and one missing insight away from leaving it on the table. Turning one $100K conversation into a $1M commitment pays for years of Dispatch many times over. Start on your top 50 for $297 a month, or try a Brief on the donor in front of you: one name, 10+ pages, ninety-seven dollars.
Start Dispatch · from $297/mo →