DonorSearch
DonorSearch is a comprehensive prospect research and wealth screening platform that uses high-quality data and machine learning to help your nonprofit identify, vet, and prioritize top potential donors.
PlanStreet
PlanStreet is a comprehensive case management software designed to help health and human services organizations automate intake, track participant progress, and manage complex social service workflows efficiently.
Quick Comparison
| Feature | DonorSearch | PlanStreet |
|---|---|---|
| Website | donorsearch.net | planstreet.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✓ 0 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2007 | 2016 |
| Headquarters | Marriottsville, USA | Richmond, USA |
Overview
DonorSearch
DonorSearch helps you take the guesswork out of fundraising by providing deep insights into your donors' wealth and philanthropic history. You can screen your entire database to identify individuals with the greatest capacity and inclination to give, allowing your team to focus their energy on the most promising major gift prospects. The platform aggregates data from dozens of public and proprietary sources to give you a clear picture of a donor's previous giving to other organizations.
You can also use the platform to find new prospects through its vast database of philanthropic gifts and real estate records. By integrating these insights directly into your existing CRM, you keep your workflows centralized and your data actionable. Whether you are running a capital campaign or looking to grow your annual fund, these tools help you build more meaningful relationships with the right supporters.
PlanStreet
PlanStreet provides a centralized platform to manage your health and human services operations from intake to reporting. You can move away from scattered spreadsheets and paper files by digitizing your entire case management process. The software allows you to create custom intake forms, track individual participant goals, and monitor program outcomes in real-time.
You can also manage your team's schedules, track billable hours, and generate compliance reports with a few clicks. Whether you are running a reentry program, a homeless shelter, or a mental health clinic, the platform adapts to your specific workflow requirements. It focuses on reducing administrative burdens so your staff can spend more time providing direct care to the community.
Overview
DonorSearch Features
- Wealth Screening Screen your entire database to identify high-net-worth individuals and prioritize your outreach based on verified assets and gift history.
- Philanthropic Records Access a massive database of charitable giving to see which other causes your donors support and how much they typically give.
- Predictive Modeling Use machine learning to predict which donors are most likely to make a major gift or join a planned giving program.
- Prospect Generator Find new potential donors outside your current database by searching for individuals who give to similar organizations in your region.
- Executive Analysis Get a high-level view of your donor pool's total giving potential to help your leadership set realistic and ambitious fundraising goals.
- CRM Integration Sync your research data directly with your existing donor management system to keep all your prospect notes in one central location.
PlanStreet Features
- Automated Intake. Create custom digital forms that allow you to process new participants quickly and eliminate redundant data entry.
- Case Notes Tracking. Record detailed interactions and progress updates in a secure, centralized location that your entire team can access.
- Goal Management. Set specific milestones for your participants and track their journey toward self-sufficiency with visual progress indicators.
- Attendance Tracking. Monitor program participation and group session attendance automatically to ensure your services reach those who need them.
- Reporting & Analytics. Generate detailed impact reports and compliance documentation instantly to satisfy grant requirements and internal stakeholders.
- Scheduling & Calendars. Coordinate staff appointments and facility resources using a shared calendar that prevents double-booking and missed meetings.
Pricing Comparison
DonorSearch Pricing
PlanStreet Pricing
Pros & Cons
DonorSearch
Pros
- Extensive database of philanthropic giving history
- Accurate wealth markers including real estate data
- Seamless integration with major nonprofit CRMs
- Helpful customer support and training resources
Cons
- Interface can feel dated and complex
- Manual verification of data is sometimes required
- Pricing can be high for very small nonprofits
PlanStreet
Pros
- Highly customizable forms adapt to unique program needs
- Centralized data improves team collaboration and communication
- Responsive customer support helps with initial setup
- User-friendly interface reduces staff training time
- Strong reporting capabilities simplify grant compliance
Cons
- Initial configuration requires significant time investment
- Mobile app functionality is limited compared to desktop
- Advanced reporting features have a steeper learning curve