Integrations

BetterUnite + DonorSearch

BetterUnite puts DonorSearch wealth intelligence on the contact record: a Composite Donor Score from 0 to 100, estimated net worth, giving capacity, and likelihood-to-give models, with a one-click deep link to the full profile. Screen in bulk or on demand on your own refresh schedule, filter and report on the scores anywhere, and let workflows tag a prospect and assign a gift officer the moment a score crosses your threshold.

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BetterUnite and DonorSearch logos linked above a donor record showing estimated capacity, real estate, board service and philanthropic activity with a DS score

Prospect research on the donor record,
not in a separate tab.

01

Wealth Intel on Every Contact

A Wealth Insights section with the Composite Donor Score, net worth, and Primary Fundraising Focus, and a detailed panel behind it.

  • Read the Composite Donor Score (0 to 100) with its signal-strength label, the estimated net worth range, and Primary Fundraising Focus
  • Open the detailed panel: Giving Capacity, Likelihood to Give models, Giving Evidence, and Key Drivers, plus Annual Fund Likelihood, Average Home Value, Target Ask by Wealth, DonorSearch Rating, and Foundation Board Member
  • Jump to the full DonorSearch profile with one click

02

Screen on Your Schedule

An API-key connection with your limits in view, refreshes that run manually or automatically, and an audit log for every bulk run.

  • See remaining screenings and monthly limits on the connection screen
  • Refresh manually or automatically with a configurable expiration offset in months, or per contact right before the ask
  • Audit every bulk refresh with timestamp, initiator, and status

03

Turn Scores Into Action

Wealth scores work wherever you already work, and workflows fire on thresholds. This is automated major-donor identification.

  • Use wealth scores in searches, advanced filters, grid columns, reports, and exports
  • Trigger workflows on wealth-profile updates with score or capacity thresholds: score crosses 60, so tag the prospect and assign an owner
  • Branch on wealth fields as filter conditions and branch logic

04

Setup Steps

Four steps from API key to score-triggered workflows.

  • Add your DonorSearch API key
  • Choose a refresh schedule and expiration offset, then screen contacts in bulk or on demand
  • Build score-threshold workflows
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Frequently Asked
Questions

What DonorSearch data shows in BetterUnite?

A Composite Donor Score (0 to 100) with signal-strength label, estimated net worth range, giving capacity, likelihood-to-give models with giving evidence and key drivers, plus data points like Average Home Value and Target Ask by Wealth, all on the contact record.

Can we automate major-donor identification?

Yes. Workflows can trigger on wealth-profile updates with score or capacity thresholds, automatically tagging prospects and assigning gift officers when a score crosses your line.

Can we segment by wealth score?

Yes. Scores and net-worth fields work in quick search, advanced filters, grid columns, reports, and exports.

How do we control screening-credit spend?

The connection screen shows remaining screenings and monthly limits. Refreshes run manually or on a configurable schedule, and a bulk refresh audit log tracks every run.

Do we need a DonorSearch account?

Yes. The integration connects via your DonorSearch API key, and screening volumes follow your DonorSearch plan.

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Find your next major donor the moment their score moves.

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