Benefactor Intelligence helps you understand the people who matter most and prepare for the conversations that count. Because your most important donors do not stand still. Companies are sold. New roles begin. Foundations make gifts. Families change. When something changes that deserves your attention, you will know.
Your first Brief is free · judge the work on a donor you know
Start with a Brief: a deep, sourced understanding of your donor, including the right ask amount.
Your first Brief is free, on one of your most important donors.
Then scale that intelligence with weekly monitoring of your 100 most important donors, so you know how to move each relationship toward a larger gift.
A wealth screening tool helps you identify who matters. Benefactor Intelligence occupies the space after identification: understanding the person, and staying current as their world changes.
iWave, DonorSearch, ResearchPoint, and other screening tools help identify the people with the capacity, affinity, and philanthropic indicators to warrant greater attention.
That gives you the list. Benefactor Intelligence starts there.
Before an important meeting or solicitation, your fundraiser needs more than a capacity rating and CRM notes.
A Brief brings the donor into focus: wealth, business interests, family, philanthropy, relationships, giving, and recent developments. Every significant claim links to its source.
Knowing your donor deeply is only part of the job. You also need to know when their world changes.
We monitor your 100 most important donors every week.
Every Monday morning, you receive one prioritized digest. Not everything we find. Only what deserves your attention.
You do not need another database. You need to know when something important changes about someone important to your organization.
You know the prospect. But do you know them deeply?
Where their wealth comes from. What they care about. How they give. Who influences them. What has changed in their world. And, most importantly, what the evidence suggests you should ask for.
A Brief turns public information into a clear donor strategy. It brings together wealth and capacity, business interests, philanthropic history, foundation activity, family context, relationships, affiliations, political giving, institutional connections, and recent developments.
Then it goes further.
Every Brief includes an ask amount, supported by the available evidence and clearly stated assumptions. Facts stay separate from estimates. Confidence levels are identified. Gaps are called out plainly. Every significant claim links back to its source.
Each Brief closes with what matters most for the fundraiser: what the evidence suggests, what still needs to be learned, what makes the conversation timely, and how to approach the next meeting.
One donor · $99 · 10+ pages · Usually within 1 hour · Guaranteed within 24 hours. Designed for preparation before an important donor visit, strategy conversation, solicitation, or leadership interaction.
Your first Brief is free. See the work first: a Brief on a public-company CEO · a Brief on a founder after a company sale
Not a sample. Not an abbreviated trial. The full Brief other organizations pay $99 for, on a donor you choose. Pick a name you know well and see what we find, before you spend anything.
Free with a work email; personal-email signups add a card. You pay $0 for your first Brief, limited to one per organization. You buy Briefs one at a time; ordering one does not start a subscription.
A Brief helps you understand one important donor. Weekly monitoring tells you when to pay attention to your 100 most important donors.
We monitor those donors and surface the changes that matter.
When something happens, you know what changed, why it matters, and what to do next.
One prioritized digest. Every Monday morning.
Changes in capacity. New interests. New relationships. New responsibilities. New reasons to reach out.
The digest below is a sample of what your team receives. Each alert names the donor, what changed, why it matters, and the recommended next move, and every material claim links directly to the underlying public source.
The point is not to show how many sources we monitor.
The point is to notice the few changes worth acting on.
What changed. Why it matters. What to do next.
Card at signup · from $299 a month · cancel anytime
A Brief stands on its own: deep preparation on the donor in front of you, and your first is free. Weekly monitoring is the ongoing practice: coverage of the donors who matter most. Both are month to month, transparent, and self-serve.
Self-serve with a card, month to month. Prefer institutional procurement? A standard MSA, DPA, and W-9 are ready on request, and subscriptions can be invoiced by purchase order.
Benefactor Intelligence was built around the actual work of major gift fundraising: universities, healthcare foundations, independent schools, community foundations, museums, and other organizations where a relatively small number of donor relationships carry enormous importance.
The standard is simple. Relevant enough to affect strategy. Clear enough for a fundraiser to act on. Sourced well enough to defend. Responsible enough to discuss with the donor.
Everything you need to know about donor research, weekly monitoring, your data, and getting started.
Yes. Your first Brief is free with a work email, limited to one per organization.
It is the full product: the same 10+ page, fully sourced Brief other organizations pay $99 for. We hold nothing back for the paid version.
You choose the donor. You pay $0, and ordering a Brief does not start a subscription. Additional Briefs are $99 each.
Not if you sign up with your work email.
Personal-email signups add a card instead; the card keeps the offer to one per organization, and nothing is charged. Either way you pay $0 for your first Brief, and ordering a Brief does not start a subscription.
One donor, brought into focus.
A Brief covers wealth and capacity indicators, business interests, family context, philanthropic history, foundation activity, board and civic relationships, political giving, institutional connections, and recent developments.
Every significant factual claim links to its source. Facts are separated from estimates and interpretation. Where the evidence is incomplete, we say so.
Each Brief also identifies strategic considerations for your team: what the evidence suggests, what you still need to learn through the relationship, and what deserves attention before the next conversation.
One donor. 10+ pages.
Your first Brief is free with a work email (personal-email signups add a card), limited to one per organization. Additional Briefs are $99 each.
Delivery is guaranteed within 24 hours and usually takes less than 1 hour.
Usually within 1 hour. Guaranteed within 24 hours.
Order in the morning and you will usually have the Brief before your afternoon strategy conversation. If the donor meeting is later in the week, the research will be there first.
No. They solve a different problem.
Wealth screening helps identify who has capacity, philanthropic propensity, and enough potential to deserve greater attention.
Benefactor Intelligence starts after you know who matters.
The Brief helps your fundraiser understand the person behind the rating. Weekly monitoring keeps watching those donors for changes that might affect your strategy or create a reason to engage.
Your screening tells you who deserves attention. Benefactor Intelligence helps you know them better and know when to act.
Benefactor Intelligence researches appropriate public sources and information your organization chooses to provide.
Sources include SEC filings, Form 4 disclosures, IRS Form 990 filings, public foundation records, corporate announcements, institutional websites, reputable news and trade publications, and other appropriate public records.
We do not scrape private platforms, monitor private communications, purchase brokered personal data, or track non-public behavior.
Material factual claims include links to their underlying sources so your team can review the evidence directly.
We separate what the evidence establishes from what the evidence suggests.
Material factual claims are sourced. Estimates and interpretations are identified as such. Confidence levels are used where appropriate. Known gaps are stated rather than filled with assumptions.
If credible sources conflict or the evidence does not support a conclusion, the research says so.
We do not offer certainty where certainty does not exist. We offer intelligence your fundraiser can understand, check, and use with judgment.
We designed Benefactor Intelligence around the professional expectations of advancement and prospect development, including principles reflected in APRA and CASE ethical frameworks.
Our standard is straightforward: the information should have a legitimate fundraising purpose, come from an appropriate source, and be something your organization would feel comfortable using in a professional donor relationship.
Benefactor Intelligence supplements relationship knowledge. It does not replace it.
Your fundraiser still provides the judgment, context, and personal understanding no public record provides.
Your first Brief is free with a work email; personal-email signups add a card.
The full product, not a sample. Usually delivered within 1 hour. Guaranteed within 24 hours.
Weekly monitoring covers your most important donors: 50 or 100 names, distilled into one prioritized digest, a Dispatch, every Monday morning.
Each significant alert tells you:
Alerts might include liquidity events, leadership changes, major gifts, foundation activity, board appointments, family transitions, public civic activity, or other developments worth knowing.
You do not receive a feed of everything we find. You receive the few developments worth your attention.
Then you should not hear about them.
Most of your donors will have nothing significant to report during a typical week. The digest is designed to filter out noise rather than manufacture activity.
Your 100 do not need your attention every week. You need to know which ones do.
When something meaningful changes, the Monday digest brings that donor to the top of your attention.
Very little.
For a Brief, you provide the donor's name and enough information to identify the correct person.
For weekly monitoring, you provide the list of donors you want monitored. You may also include limited information such as gift officer assignment, giving history, or existing capacity ratings when helpful.
Benefactor Intelligence does not require access to your CRM, advancement database, email, or other internal systems. We never need student records, patient information, EHR data, or private communications; research beyond what you provide comes from appropriate public sources.
Your donor information stays scoped to your organization.
We do not sell your donor list, share it with other clients, pool it across organizations, or use it to train or fine-tune AI models. Benefactor Intelligence does not contact or solicit your donors.
Access is limited to people and systems required to provide the service.
On termination, data is deleted according to our retention terms. Additional privacy and security documentation is available upon request.
We provide institutional diligence materials on request, including our standard MSA, DPA, W-9, security documentation, and supporting information regarding our technology providers.
Benefactor Intelligence does not currently claim its own SOC 2 attestation. Our primary platform providers maintain established security certifications and controls, and we maintain safeguards including encryption, restricted access, logging, and tenant separation.
Monitoring is month to month. Cancel anytime, with no annual commitment.
You pay monthly: $299 covers your top 50 donors; $399 covers your top 100 and includes four Briefs each month.
Briefs are separate. You buy them one at a time, $99 each after your free first Brief, no subscription required.
Procurement, privacy, or security questions? support@benefactorintelligence.com
Name the donor. We deliver the full Brief: 10+ pages of organized research, every material claim sourced.
Your first Brief is free. Judge the work on a donor you know.