Where's the Money?
This wealth screening tool was bought by EverTrue last year.
What is DonorSearch?
Customer says: I'm not really the right person on the team to talk to.
What is: no problem! We should schedule a meeting anyway so we can figure out how to make the case to the higher-ups.
What is: RE NXT or Salesforce.
Putting one row of data into DonorAtlas.
What is an import?
The group of donors an MGO oversees relationships with.
What is a portfolio?
This wealth analytics tool functions more like a data "layer" (DaaS) than a platform (SaaS).
What is Windfall?
Customer says: do you have international data?
What is: no.
The major blackbaud CRM we don't integrate with.
BBCRM
DonorAtlas, in an elevator pitch.
What is the world's smartest donor research tool?
Before a capital campaign's fees, you need to make sure you have the ability to pull it off by doing one of these.
What is a feasibility study?
Relationship mapping 1.0
What is RelSci?
Do you integrate with Tessitura?
What is: we have several customers who use us alongside Tessitura without a problem, they feel like we're able to really level up their CRM with AI-powered prospect research. Let's schedule a meeting so we can go over what that would look like.
Formerly a pretty classy donation processor, but then got acquired and now lives under this name.
What is GoFundMe Pro?
When DonorAtlas launched for nonprofits.
What is last year?
Granted, you can use this term interchangeably with 'foundation' giving.
What is institutional giving?
This native wealth screener is owned by a major nonprofit CRM.
What is ResearchPoint by Blackbaud?
How much does DonorAtlas cost? [badge says The Dinky Academy]
What is: our pricing starts at $5,000 / year.
They do DAFs.
What is Chariot?
A login to the platform.
What is a seat?
The kind of giving where DonorAtlas' research is most powerful.
What is major gifts, or principal gifts?
Will knows a guy who started this--the philanthropic gift dataset that Blackbaud bought in 2010 to form ResearchPoint?
What is NOZA?
I want to bring my boss back to the booth tomorrow so she can see this.
What is: awesome! Let's put a meeting up next week in case we miss you tomorrow--we can always reschedule it when you come back :)
Every action a constituent takes is logged by this CRM's parent company, formerly operating under the NGP VAN umbrella.
What is Bonterra?
Tess's job.
What is our Director of Client Solutions?
What most nonprofits would define as a donor's ability to give over a 5-year stretch.
What is major gift capacity?