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GivingDNA

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What GivingDNA is

GivingDNA is a fundraising analytics and donor-profiling platform available through the web and an API. It enriches fundraising records with third-party data and fundraising practices, then presents donor, giving, program, and gift-officer views in Constituent, Giving, and Mid/Major dashboards. Opportunity Segments identify potential upgrades, sustainer prospects, and lapse risks, with suggested strategies. Prospect ID provides wealth screening, information about causes donors care about, and tools to segment communications for upgrade candidates. The platform combines fundraiser expertise with AI-driven models for segmentation and messaging, and can append demographic, psychographic, and giving-behavior data to a CRM. Direct Response Reporting provides detail on past appeals and tracks current campaigns with demographic and psychographic breakdowns. Integrations include Salesforce, Virtuous, and Blackbaud NXT, with custom-field support and automatic weekly updates. Salesforce constituents are analyzed individually rather than by household. Pricing is on request, with fees and subscription terms specified through an applicable MSA or Task Order.

Who it suits

GivingDNA suits fundraising teams that want to analyze donor data, identify prospects, and track campaigns. It is relevant to organizations using Salesforce, Virtuous, or Blackbaud NXT, with the Salesforce household-level limitation in mind.

What it does well

  • Dashboards cover constituents, giving, and fundraising programs.
  • Opportunity Segments include suggested strategies.
  • Prospect ID offers wealth and affinity screening.
  • Campaign reports include demographic and psychographic breakdowns.
  • Onboarding and monthly training are available.

What to know first

  • Pricing is on request.
  • Salesforce analysis is individual-level, not household-level.
  • Salesforce integration updates each weekend.

Limits

GivingDNA pricing and subscription terms are set through an applicable MSA or Task Order. Salesforce analysis is at the individual rather than household level, and the integration updates each weekend.

Plans

PlanBilled and limitsPrice
GivingDNA PlatformPer applicable MSA or Task Order · Fees specified in Pricing Fees and Billing Schedule/Costs section · Subscription term specified in Task OrderOn request

As givingdna.com lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

  1. Visit the GivingDNA website.
  2. Contact the provider for pricing and applicable MSA or Task Order terms.
  3. Use the web platform or API.
  4. Connect Salesforce, Virtuous, or Blackbaud NXT if you use one of those CRMs.
  5. Arrange onboarding and use the monthly training, knowledge base, user community, or fundraising coach.

Overview

GivingDNA is a fundraising analytics and donor-profiling platform for teams that want to turn constituent records into actionable fundraising segments. Its mix of prospect discovery, CRM enrichment, and campaign analysis makes it a fit for organizations managing fundraising data in Salesforce, Virtuous, or Blackbaud NXT. The trade-off is a custom-priced subscription and, for Salesforce users, analysis at the individual rather than household level.

Key features

Third-party enrichment and fundraising best practices feed GivingDNA’s donor insights, while Constituent, Giving, and Mid/Major dashboards visualize donors, gifts, programs, and gift-officer activity. That breadth helps teams connect fundraising patterns to program and staff views, rather than treating wealth screening as a standalone task.

Opportunity Segments flag upgrade, sustainer, and lapse-risk opportunities and pair them with suggested strategies. Prospect ID adds wealth screening, cause-affinity information, and segmentation for upgrade-candidate communications. Fundraising expertise is combined with AI-driven models for segmentation and messaging, while CRM appends add demographic, psychographic, and giving-behavior data to records.

Direct Response Reporting analyzes past appeals and tracks current campaigns in real time, including demographic and psychographic breakdowns. Integrations with Salesforce, Virtuous, and Blackbaud NXT support custom fields and automatic weekly updates. Salesforce analysis is at the constituent level, not the household level, and its updates run each weekend; organizations relying on household views or more frequent changes should weigh that limitation.

Onboarding, monthly training, a user community, video-based knowledge resources, and access to a business analyst and fundraising coach give teams several routes to support. Confidential data transfers use SFTP, access is restricted to a controlled Data Team, and stored systems are encrypted. The service also describes physical access controls, video surveillance, and off-site backups, and says clients retain data ownership and can delete their data.

Pricing

GivingDNA Platform uses custom pricing. Fees are set through the applicable MSA or Task Order and its pricing and billing schedule; the subscription term is specified in the Task Order. That makes it important for buyers to confirm both the fee structure and commitment before choosing it. Wealth screening, affinity screening, prospect scoring, engagement signals, and CRM integration are supported, but there is no lower-priced public tier to compare against.

Platforms

GivingDNA is available through web and API platforms. Its CRM integrations cover Salesforce, Virtuous, and Blackbaud NXT.

Who it's for

GivingDNA suits fundraising teams that need donor enrichment and prospect segmentation alongside appeal reporting, especially those already using one of its supported CRMs. It is less compelling for teams that need household-level Salesforce analysis or cannot assess a custom-priced contract before engaging the vendor.

Pros and cons

  • Pros: Prospect identification, segmentation, enrichment, and campaign reporting sit in one fundraising workflow, helping teams move from identifying an opportunity to measuring appeals.
  • Pros: CRM support for custom fields and weekly automated updates can keep enriched data connected to existing fundraising systems.
  • Pros: Monthly training and access to a fundraising coach and business analyst offer continuing support beyond onboarding.
  • Cons: Salesforce analysis is individual-level and updates only on weekends, which may not suit household-centered workflows.
  • Cons: Custom pricing and Task Order terms require buyers to establish costs and subscription duration before they can judge fit.

Alternatives

Nonprofit Donor Prospecting Software is a useful category overview for comparing prospecting options. Choose Hatch if a freemium option matters: its free plan includes 50 enrichment profiles, five QuickSearches in the first month, one seat, and 50 Sir Hatch drafts per month. Choose DonorTrends for web-based fundraising reports, analysis, and advice. Insightful Philanthropy bases subscription pricing on contribution level and team size, rather than user seats or record counts. Windfall Wealth Screening is another API and web option focused on wealth screening, with pricing based on needs and a demo request. DonorAtlas is a paid web alternative. Blackbaud Financial Edge NXT offers custom-quote pricing based on organizational needs, with implementation, training, and ongoing support potentially included. Code-fi is another paid alternative. DonorScope is a freemium web option with a free plan.

Verdict

Choose GivingDNA if your fundraising team wants prospect discovery, data enrichment, segmentation, and campaign reporting connected to its CRM, and you can confirm that the contract terms fit. Its broad fundraising workflow is the main reason to shortlist it; custom pricing and Salesforce’s individual-level analysis are the main reasons to look elsewhere.

Verdict

GivingDNA brings donor enrichment, segmentation, prospect identification, and campaign reporting into one fundraising platform. Organizations considering it should clarify fees and terms, and account for its individual-level Salesforce analysis.

Questions

How much does GivingDNA cost?

Pricing is on request. Fees and subscription terms are specified through an applicable MSA or Task Order.

Which platforms can I use?

GivingDNA is available through the web and an API.

Which CRMs does GivingDNA integrate with?

It integrates with Salesforce, Virtuous, and Blackbaud NXT, with support for custom fields.

How does the Salesforce integration work?

Salesforce constituents are analyzed individually rather than by household. The integration updates automatically each weekend.

Does GivingDNA offer wealth and affinity screening?

Yes. The platform includes wealth screening and affinity screening, as well as prospect scoring and engagement signals.

What training and support are available?

GivingDNA offers onboarding, monthly training, a user community, a knowledge base with training videos, and access to a business analyst and fundraising coach.

Facts from GivingDNA's own pages

Campaign reporting
Direct Response Reporting provides detailed reports on past appeals and real-time tracking of current campaigns with demographic and psychographic breakdowns. · givingdna.com, 30 Sept 2026
CRM appends
GivingDNA can add demographic, psychographic, and giving-behavior data directly to a CRM. · givingdna.com, 30 Sept 2026
CRM integrations
GivingDNA integrates with Salesforce, Virtuous, and Blackbaud NXT, with automatic weekly platform updates and support for custom fields. · didyouknow.givingdna.com, 30 Sept 2026
Dashboards
GivingDNA provides Constituent, Giving, and Mid/Major dashboards with donor, giving, program, and gift-officer visualizations. · givingdna.com, 30 Sept 2026
Data enrichment
The platform augments fundraising data with third-party enrichment and fundraising best practices to produce actionable donor insights. · givingdna.com, 30 Sept 2026
Data storage
Pursuant stores systems behind physical access controls with 24/7 video surveillance and keeps off-site backups in Amazon S3 Glacier through AWS. · givingdna.com, 30 Sept 2026
Modeling
The platform combines expert fundraisers with AI-driven models for advanced segmentation and messaging. · givingdna.com, 30 Sept 2026
Opportunity segments
Opportunity Segments identify upgrade, sustainer, and lapse-risk opportunities and provide suggested strategies. · givingdna.com, 30 Sept 2026
Privacy and compliance
Allegiance says constituent and giving data is not shared or sold, clients retain ownership and can delete it, and its privacy program addresses GDPR, CCPA, CDPA, and CPA requirements. · givingdna.com, 30 Sept 2026
Product purpose
GivingDNA is an all-in-one fundraising analytics, data visualization, and wealth profiling tool for discovering, segmenting, and identifying valuable donors and advocates. · givingdna.com, 30 Sept 2026
Prospect identification
Prospect ID provides wealth screening, information about causes donors care about, and segmentation tools for upgrade-candidate communications. · givingdna.com, 30 Sept 2026
Salesforce limitation
GivingDNA analyzes Salesforce constituents at the individual rather than household level, and Salesforce integration updates automatically each weekend. · givingdna.com, 30 Sept 2026
Security controls
Confidential information is transferred through SFTP, restricted to a controlled Data Team, and stored on fully encrypted systems. · givingdna.com, 30 Sept 2026
Training and support
GivingDNA offers onboarding, monthly training, a user community, a knowledge base with training videos, and access to a business analyst and fundraising coach. · givingdna.com, 30 Sept 2026

Where GivingDNA stands on Freedom251

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