Use Case

Research Major Gift Prospects with Property Wealth Intelligence

Traditional donor research misses wealthy individuals who aren't in your database yet. Plotbook reveals property-based wealth signals so your development team discovers untapped prospects in every community.

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TL;DR Summary

The Challenge

Research major gift prospects using property wealth intelligence. Identify high-capacity donors by neighborhood and get verified contact details for outreach. Traditional approaches rely on fragmented data sources, manual research, and outdated databases that miss the highest-value prospects. You need a faster, more reliable way to identify and reach qualified individuals.

How Plotbook Solves This

Three simple steps to go from question to qualified prospect list.

Search Any Location

Enter a ZIP code, city, or neighborhood into Plotbook's interactive map. Every parcel is color-coded by assessed property value, so you can instantly identify high-value areas and focus on the neighborhoods that matter most.

Research Owners with AI

Click any property to launch our AI research agent. It automatically searches Google, LinkedIn, Apollo, and RocketReach to build a comprehensive owner profile with name, employer, estimated net worth, and verified contact information.

Export & Take Action

Save profiles, build targeted prospect lists, and export as CSV for your CRM. Every profile includes verified business emails and phone numbers so you can start outreach immediately.

See What You Get

Preview a real owner profile generated by Plotbook's AI research agent — including property details, wealth estimate, and verified contact information.

View Sample Report

Property-Based Wealth Signals

Property ownership is the strongest predictor of giving capacity. Plotbook maps assessed values across entire communities to surface high-capacity prospects you'd otherwise miss.

Geographic Prospect Discovery

Focus your research on neighborhoods near your institution. Identify affluent homeowners within a commutable radius who are most likely to engage with your mission.

AI-Powered Prospect Profiles

Our AI agent compiles each prospect's property portfolio, professional background, employer, and estimated net worth — giving your gift officers a comprehensive briefing before the first call.

Verified Contact Information

Access verified business emails and phone numbers for direct outreach. Skip the gatekeepers and connect with prospects through their professional channels.

Capacity Rating Support

Use Plotbook's wealth estimates alongside your existing capacity rating tools. Property data provides an independent signal to validate or supplement traditional screening.

Export for Donor Management

Export prospect lists as CSV for import into Raiser's Edge, Bloomerang, DonorPerfect, or any donor management system. Full contact details included.

Frequently Asked Questions

Traditional tools like iWave or DonorSearch rely on publicly filed giving history. Plotbook takes a different approach — it maps property wealth across entire neighborhoods to find high-capacity individuals who may not have a documented giving history yet, but clearly have the means to give.

Plotbook works best as a complement to your existing tools. It adds a property-based wealth signal that most screening providers don't offer, helping you discover prospects who are wealthy but haven't shown up in traditional databases.

Development teams typically use Plotbook to prospect neighborhoods near their institution, identify homeowners with $1M+ properties, review AI-generated profiles, and then export qualified prospects into their donor management system for cultivation.

Yes. Plotbook uses publicly available property records and professional contact databases. All data sources are licensed and appropriate for fundraising prospect research. We recommend consulting your institution's data governance policies for specific requirements.

The AI agent compiles: property ownership details, assessed property value, estimated net worth, current employer and job title, verified business email, and direct phone number — all from a single property click.

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Property Wealth Map

Explore the interactive wealth map that powers geographic prospect discovery.