Reference

The DonorSearch Text File Submission sends additional patron's information then the Direct Submission process to allow a more in-depth analysis of the patron. This allows for a higher degree of accuracy during the patron matching process and provides the opportunity for a further detailed analytic result. The more information Theatre Manager has about the patron, the better the results and experience using DonorSearch will be. Below are the list of fields sent when processing a request.

The DonorSearch Direct Submission sends a portion of the patron's information as part of the analysis process. The more information Theatre Manager has about the patron, the better the results and experience using DonorSearch will be. Below are the list of fields sent when processing a request.

Information Sent During Direct Submission Request

DonorSearch offers a direct web portal to the ProspectView Plus web serviced database. ProspectView Plus is designed as a visual, interactive display of the generated detailed profiles containing philanthropic and wealth information.

Profile displays the additional information provided by Theatre Manager to DonorSearch during the batch processing (Text File) submission.

Miscellaneous displays the counts and total amounts for various areas of interest found for this patron during the analysis.

Batch Screening displays the group of fields used to house batch screen information created during the batch processing (Text File) submission. The values on this tab represents an internal analysis of the relationship you have with each of your prospects within the same batch processes. It does not compare your donors to other organizations in creating the ratings shown.

Third Tier displays information of significance about the donor.