DonorAtlas

DonorAtlas is an AI-powered prospect research and wealth-screening tool for organizations that build relationships with individuals and make asks. It suits fundraising and membership teams that need sourced profiles and CRM-connected intelligence; custom pricing and its role alongside, rather than in place of, a CRM make it a poor fit for buyers seeking a self-service or all-in-one system.

Overview

DonorAtlas researches prospects across the open web, drawing on public records, news, nonprofit filings and company databases. Its profiles can bring together giving history, wealth indicators, employment and education, verified contact information, connections and relationship insights. Cited, verified sources make the profiles more accountable than an unsourced summary, while on-demand profile creation can fill gaps when a prospect has no existing profile.

Teams can upload lists of any size, receive enhanced profiles in minutes, and search or segment data using natural language. DonorAtlas is an intelligence layer that works alongside a CRM, not a replacement for one. That boundary matters: its value depends on fitting into an existing relationship-management workflow.

Key features

• Prospect research and screening: Wealth and affinity screening help teams identify potential capacity and connections. DonorAtlas does not offer prospect scoring, so teams looking for a built-in ranked score should look elsewhere.
• On-demand profiles: The service can research a person without an existing profile and create a complete profile in seconds, useful when a team needs to investigate a specific prospect rather than rely only on a prebuilt record.
• Search and segmentation: Natural-language search and segmentation make large uploaded lists more workable, and the maker says lists of any size can be screened. That does not remove the need for a separate CRM to manage relationships.
• CRM connectivity and API: Featured CRM integrations are Salesforce and Blackbaud Raiser's Edge NXT. The service also lists Bloomerang, Virtuous, NGP VAN, EveryAction, Givebutter and Neon; its open API can connect other tools.
• Security and data handling: The maker says DonorAtlas is SOC 2 Type II and HIPAA compliant, uses AES-256 encryption at rest and TLS 1.2 or higher in transit, and restricts imported customer data to the customer’s team. It says that data is not sold, shared or used to train AI models, and remains in US AWS data centers.

Pricing

DonorAtlas is paid software with custom pricing; both plans require a quote from DonorAtlas, so buyers cannot compare a published rate before engaging.

• Standard: An annual license with unlimited searches and donor profile views, standard support, and MCP server access priced per user. This is the more restrained option for teams that need the core research workflow but do not need Enterprise’s governance and support provisions. The annual term and per-user MCP charge are relevant costs to resolve in a quote.
• Enterprise: Custom pricing, with unlimited searches and profile views, enterprise support, MCP server included for all users, SSO and SCIM, role-based access, an admin dashboard and auditing, dedicated support, and custom onboarding. It is the stronger fit for organizations that need centralized access controls and a named support contact. Onboarding includes a one-hour session, with supplementary calls for CRM setup and new team members.

Both plans include unlimited searches and profile views, so the principal stated differences are support, MCP pricing, access administration and onboarding rather than research quotas. Neither plan publishes a seat limit or a trial offer.

Platforms

DonorAtlas is available on the web and through an API. The API is the route for teams connecting systems beyond the named CRM integrations.

Who it's for

DonorAtlas is aimed at organizations cultivating individual relationships, including teams working with donors, prospects, alumni, patrons, members and clients. It is most compelling for teams that already use a CRM and want research, screening and profile enrichment alongside it. Organizations needing a CRM itself, or built-in prospect scoring, should consider another product.

Pros and cons

• Pros: Cited and verified profile sources give teams a basis for checking prospect information; on-demand research can cover people without an existing profile; unlimited searches and profile views are included in both plans.
• Pros: A broad set of named CRM connections, plus an open API, offers multiple paths to fit the tool into an existing stack.
• Cons: Quote-only pricing makes budgeting and direct cost comparison harder, and Standard charges per user for MCP server access.
• Cons: DonorAtlas is not a CRM and does not provide prospect scoring, leaving relationship management and scoring workflows to other tools or processes.

Alternatives

For a wider comparison of tools in this category, see Nonprofit Donor Prospecting Software.

• Hatch is worth considering when a free entry point matters: its free plan is web and API-accessible, but caps enrichment at 50 profiles, includes one seat, and limits several other features.
• Code-fi may suit teams seeking broad access to tools, data and knowledge support services on an annual subscription whose price varies by team size.
• DonorScope is an option for buyers open to a freemium service and a published annual subscription of $998 a year, with per-record charges for some appended data.
• DonorTrends is another paid fundraising reports, analysis and advice option.
• GivingDNA may fit teams whose fees and subscription term are set through an applicable MSA or Task Order.
• Insightful Philanthropy is worth comparing when contribution level and team size, rather than user seats or record counts, are the stated pricing basis.
• Windfall Wealth Screening is another paid wealth-screening option with pricing based on needs and a demo request.
• Blackbaud Financial Edge NXT is a paid option with personalized quotes; implementation, training and ongoing support may be included.

Verdict

Choose DonorAtlas if your organization already has a CRM and needs sourced prospect profiles, wealth and affinity screening, and flexible CRM connectivity in one intelligence tool. Its clearest strengths are on-demand research and unlimited searches and profile views across both plans. Look elsewhere if you need a CRM, prospect scoring, or transparent published pricing before starting a sales conversation.