Major gifts officer
Qualify a name before Thursday’s meeting.
- Type the name, pick the right person
- Wealth screen, the card in minutes
- Print the one-page brief, sources as footnotes
10 credits
Reading · Eleanor Whitmore, Lake OswegoReading · transitional housing, Oregon
Every donor.Every funder.In focus.
Type a donor’s name and get a cited prospect card in minutes. Describe a programme and see who funds work like yours, who paid your peers, and who to approach first. Every figure links to the filing it came from.
Closed pilot · 30 free credits every month · pay per report, not per seat
Sample data. No person, organisation or filing shown on this page is real.
Reads, and cites · public records only
- SEC EDGARinsider filings
- IRS 990 & 990-PFgrants, boards, pay
- ProPublica Nonprofit Explorerfiling history
- County property recordsdeeds, assessments
- IAPD adviser recordsregistered advisers
- USAspendingfederal awards
- SBA loansbusiness credit
- NIH & NSF awardsresearch funding
- Museum credit linesnamed giving
- Companies HouseUK directorships
- Internet Archivewhat a page used to say
- The open webcited, page by page
01 · One box
Type anything. It reads what you meant.
A name and a city is a person. A name or an EIN is an organisation. A sentence about your programme is work to fund. Donor Lens says how it read you, and what the report will cost, before anything runs.
- Candidates appear under the box; picking one is the identity decision.
- Namesakes are flagged, never merged into your prospect.
- The price is said once, before the click.
Eleanor Whitmore, Lake Oswego
Screen a personProfile an organisationFind fundersSearch
A person · Wealth screen, 10 credits
Harlow Family Foundation
Screen a personProfile an organisationFind fundersSearch
An organisation · Funder profile, 3 credits
Transitional housing for people leaving prison, Oregon
Screen a personProfile an organisationFind fundersSearch
Work to fund · Funder search, 5 credits
02 · Four readers, one card
A research team that works in parallel.
A wealth screen sends four agents out at once. Each reads its own records, checks it has the same person, and reports back. The card fills in band by band. About five minutes.
Assetsdeeds, assessments
done
SecuritiesForm 4, proxies
done
Giving990 Schedule B, reports
done
Biographyboards, career, life events
done
About 5 min a screen31 sources on this fileNo figure without its source
Or watch two real runs, recorded. Nothing loads until you press play.
03 · Watching
Screen once. Stay current for free.
Watch a prospect and Donor Lens sweeps new SEC and 990 filings for them at no charge, and runs the checks you schedule. A board seat, a stock sale, a death: it lands in Alerts, graded by what it asks of you.
- Urgent
- emailed the moment it is recorded
- Notable
- collected into your daily or weekly digest
- Info
- stays in the app; nothing notable, no email
A confirmed death pauses every watch on that file.
04 · Program funding research
Know the field before you ask it.
Describe the programme you need funded. Donor Lens finds the organisations that already run work like yours, follows the money filed to them, and turns it into a funding strategy: who to approach first, through which door, for how much, and whether it adds up to your target.
Your requestTransitional housing for people leaving prison, Oregon · $50K–$150K a grantFunder search · 5 credits
A
Competitive analysis
Who else does this work, in their own filed words, and who paid them for it. Every line on the map is a grant on a 990-PF.
Comparable organisationsFound by mission, size and place, from their own returns.
Their programmesWhat they run and for whom, quoted as filed, with a summary of what they share.
Who paid themEvery filed grant to each comparable: amount, year and stated purpose.
Funders you would missFoundations that take no applications still show up, because their grants do.
B
A shortlist you decide on
Ranked by what each funder has already paid for. Keep, park or pass; your decisions carry into every later search.
C
A funding strategy, not a list
The Brief names the three funders to start with and the grant that proves each one, and sorts every funder by its way in: warm through your board, an open door, none found, or invitation only.
Evidence on demand. Every figure on the Brief opens the line as filed. Anything the model wrote is labelled as the model’s.
Warm, from your board. Add your board roster once; Donor Lens marks funders whose trustees sit with yours.
D
Plan it to the target, then follow through
Set the amount and the date. Asks count at each saved funder’s typical grant, the gap shows, and each ask moves from contacted to applied to awarded. Ask the project anything; answers come from its filings.
The question stays open. Search again weekly, monthly or quarterly and see what is new, changed or gone. A saved funder’s changed route or payout raises an alert.
- 1Describe the programme
- 2Map the comparables
- 3Decide the shortlist
- 4Profile the keepers
- 5Plan to the target
- 6Track to the award
05 · Who it’s for
Built for the office that does it all.
Grant writer
Build next year’s funding strategy for a new programme.
- See who runs work like it, and who paid them
- Keep, park or pass on each funder
- Plan to the target, track each ask
5 + 3 a profile
Development director, two-person office
Keep 400 donors current with no research budget.
- Import the CSV, duplicates flagged
- Screen the top tier in bulk
- Watch them; read Friday’s digest
Free to watch
Database manager
Clean the list before the year-end appeal.
- Bulk deceased check
- Export the suppression file
- Export for Bloomerang or Salesforce NPSP
1 credit a name
06 · Why it’s worth it
One tool, where you would pay for four.
A small office usually stitches together a screening subscription, a grant database, an alert service and a spreadsheet. Donor Lens does the research behind all four, and you pay only for the reports you run.
Wealth-screening subscription — replaced
Grant research database — replaced
News and filing alerts — replaced
Prospect tracking spreadsheet — replaced
Donor Lenspay per report · no seats
Every figure cites its sourceOpen any number and read the passage, the filing and the date it came from.
No composite score, everA capacity band with its basis and confidence, not a black-box number.
Public records onlyNo data brokers, no campaign-finance records, nothing about children.
07 · Pricing
Pay per report, not per seat.
Every workspace gets 30 free credits a month. Buy a pack when you need more. Unlimited teammates share one balance.
Free
$0
30 credits every month
- — Watching, sweeps and alerts
- — Unlimited teammates
- — Adding and importing prospects
100 credits
$29
29¢ a credit
- — One-time pack, no contract
- — Credits keep while the workspace is open
- — Unused credits refundable within 14 days
500 credits
$119
24¢ a credit
- — One-time pack, no contract
- — Credits keep while the workspace is open
- — Unused credits refundable within 14 days
Best value
1,000 credits
$199
20¢ a credit
- — One-time pack, no contract
- — Credits keep while the workspace is open
- — Unused credits refundable within 14 days
What each report costs
Wealth screen
The whole card — assets, giving, biography, estimated gift capacity.
10
Funder search
Who could fund a piece of work — a ranked shortlist from the funders’ own 990 filings.
5
Screen refresh
Bring a file current against its own baseline.
3
Funder profile
A foundation or corporate funder — fit, typical grant, deadlines.
3
Bio update
What changed — career, boards, life events.
2
Deceased check
Is this person still living — a cited verdict, or a plain “could not confirm”.
1
Ask the file
A question answered from the file alone, never the web.
1
Always free
Adding and importing prospects
Watching, and the SEC and 990 sweeps
Alerts, the digest and email
Following up a funder’s 990
Fair by default
A failed run is refunded automatically
Cancelling a queued run is free
A partial screen is priced per branch
Questions
Asked before signing up.
Where does the data come from?
Public records and the open web: SEC EDGAR, IRS 990 filings, county property records, adviser records, federal awards, museum credit lines and more. Every figure links to its source.
Is this a consumer report?
No. Donor Lens is not a consumer reporting agency. Reports may not be used to decide credit, insurance, employment or housing.
How long does a report take?
A wealth screen takes about five minutes. A funder profile or search takes one to two. Ask the file answers in seconds.
What if it finds the wrong person?
It asks. A run that finds two people with the same name pauses and asks which one you mean. Namesakes are flagged, never merged.
Can my team share it?
Yes. Invite unlimited teammates, set roles and per-person budgets, and share one credit balance.