Donor Prospecting Tools

Find Your Next Major Donor in Seconds

Build enriched donor profiles, prospect smarter with AI-powered intelligence, and manage your entire fundraising pipeline — all inside Civly's Command Center.

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Civly Donor Intelligence Dashboard

Everything You Need to Raise More

From prospecting to donor management, Civly gives your campaign a fundraising edge that traditional tools can't match.

Donor Intelligence

Know Your Donors Before You Call

Every donor profile is enriched with AI-powered insights so your finance team walks into every meeting prepared.

  • ✓ Complete giving history from verified and vetted fundraising data
  • ✓ Party alignment and weighted scoring
  • ✓ Key topics and policy interests
  • ✓ Personality insights for tailored outreach
  • ✓ Relevant news and public activity
  • ✓ Network mapping and connections
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Donor Prospecting Dashboard
Civly Connect CRM
Built-In CRM

From Prospect to Donor, All in One Place

Civly Connect is a CRM built for campaigns. Save a prospect from your donor search and they automatically become a CRM contact — then reach them directly through built-in email and calling tools.

  • ✓ Contact list with search, filters, and status tracking
  • ✓ Detailed contact pages with notes and activity history
  • ✓ Donor dossiers with giving history, party alignment, and personality insights
  • ✓ Email sequences with auto-unenroll on bounce or unsubscribe
  • ✓ Google Calendar integration for scheduling donor meetings
  • ✓ AI-powered phone search and contact enrichment
  • ✓ Auto-sync between prospecting and CRM
  • ✓ Bulk import from prospects, dossiers, or CSV
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Power Dialer

Call Time, Supercharged

The built-in Power Dialer turns call time into a streamlined workflow. AI generates personalized scripts for each contact, and automated follow-up emails go out after every call.

  • ✓ AI-personalized call scripts generated per contact
  • ✓ Generate-and-review flow — edit scripts before calling
  • ✓ Funnel tracking to visualize contact progression
  • ✓ Call activity logging and contact history
  • ✓ Automated follow-up emails after calls
  • ✓ Bulk enroll contacts into calling campaigns
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Power Dialer & Email Campaigns

How We Verify the Data

Every contact and dossier runs through a layered verification pipeline before it reaches your finance team.

Email Verification

  1. Gather candidates from internal records, public web search, and known patterns at the donor's employer.
  2. Validate the domain — confirm the company actually accepts mail and the format is real.
  3. Probe the mailbox safely (no email is sent). Catch-all domains and disposable services are rejected.
  4. Label confidence — mailbox-verified emails ship clean; pattern-only guesses are flagged.

Phone Verification

  1. Gather candidates for each donor — mailing record, employer record, public web search.
  2. Confirm the line is real against carrier records — mobile, landline, or VoIP, in service or not.
  3. Score carrier identity match (0–100) by comparing the carrier's billing name and address against the donor's. 80+ is a clean match; below 70 means the carrier says this is not the donor.
  4. Try alternatives when the primary number scores low — up to four backups, keep the best.
  5. Check for reassignment so a number that's changed hands isn't delivered as if it's still the donor's.

Mini Dossier Pipeline

  1. Confirm identity first — anchor on name, city, state, and employer so downstream findings are about the right person.
  2. Discover the digital footprint with AI-assisted handle discovery across major social platforms.
  3. Pull recent activity in parallel — up to 20 recent posts per platform, plus news and philanthropy coverage.
  4. Pull lifetime federal giving from campaign finance records.
  5. Cross-reference every source against the identity context. Articles about a different person with the same name are flagged, not silently included.
  6. Synthesize with AI — research summary, key topics, and personality signals, all linked back to underlying sources.
  7. Score confidence so the fundraiser knows how much to trust the file before acting.

Frequently Asked Questions

Where does the donor data come from? +
Civly uses verified and vetted fundraising data to power donor intelligence and prospecting tools. Our team ensures accuracy and keeps records up to date so your finance team can prospect with confidence.
Can I import my existing donor list? +
Yes. Civly Connect supports bulk imports from CSV files, saved prospects, and existing dossiers. You can enrich your existing contacts with Civly's donor intelligence data once imported.
Is donor prospecting included in the free plan? +
Donor intelligence and CRM tools are available with Command Center Pro. The free Command Center tier includes social media monitoring, data analysis, and the Research War Room. Contact us for Pro pricing.
How many donors can I process at once? +
Civly supports bulk dossier generation for hundreds of donors simultaneously. You can batch process your entire prospect list and have enriched profiles ready for your finance team within minutes.
Does Civly replace my existing CRM? +
Civly Connect is designed to be your campaign's primary CRM, eliminating the need for EveryAction or spreadsheets. Contact us about importing all your data into Civly — it's purpose-built for political campaigns with donor intelligence baked in.

Ready to Supercharge Your Donor Prospecting?

See how Civly's donor intelligence and CRM tools can help your campaign raise more, faster.

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