Plotbook
For Nonprofits & Fundraisers

Identify Your Next Major Gift Donor — Starting from Where They Live

Plotbook helps development teams map affluent neighborhoods, screen homeowner wealth, and find verified contact information for major gift prospects.

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TL;DR Summary

Plotbook helps development teams map affluent neighborhoods, screen homeowner wealth, and find verified contact information for major gift prospects.

The Problem

Traditional prospecting methods waste time on unqualified leads. Wealth data is scattered across dozens of sources, making it nearly impossible to build a reliable picture of a prospect's financial profile from property records alone.

The Plotbook Solution

Plotbook combines parcel-level property data with AI-powered owner research to give you a complete wealth profile in seconds. Search any address, identify the owner, and get verified contact information — all from a single interactive map.

Property-Based Wealth Screening

Screen prospects by the properties they own. High-value homeownership is one of the strongest indicators of giving capacity.

Map Donor-Rich Neighborhoods

Visualize property values across your fundraising territory. Identify clusters of affluent homeowners for targeted outreach campaigns.

AI Prospect Research

Our AI agent searches multiple databases to compile donor profiles — professional background, estimated net worth, employer, and board affiliations.

Verified Contact Information

Get verified email addresses and phone numbers from Apollo and RocketReach. Reach prospects directly instead of relying on outdated donor databases.

Export for Your CRM

Export prospect lists as CSV and import into Bloomerang, Blackbaud, or DonorPerfect. Keep your donor pipeline organized and actionable.

Capacity Ratings at a Glance

Property values and AI-estimated net worth give your gift officers instant capacity indicators — no manual research required.

Frequently Asked Questions

Plotbook lets development teams browse a nationwide property map, identify high-value homeowners, and research their wealth and contact information using AI. It's like having a prospect researcher on demand.
Plotbook complements traditional screening tools by adding property-level intelligence and real-time AI research. Many nonprofits use Plotbook alongside services like iWave or WealthEngine for a more complete picture.
Plotbook is most valuable for organizations with active major gift programs — typically those with at least one development officer doing prospect research. Both mid-size and large nonprofits see strong ROI.
DonorSearch and iWave focus on giving history and philanthropic propensity scores. Plotbook focuses on property-first wealth intelligence with AI-powered contact discovery. They work well together.
All data comes from publicly available property records and licensed business contact databases. We recommend reviewing your organization's data use policies before outreach.

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