Virtuous Insights is a comprehensive donor and prospect research tool from Virtuous CRM+ that provides predictive and action-oriented insights and scoring in Momentum. By combining first-party data from CRM+ and third -party data with machine learning, you can see what matters most–who to engage, when to reach out, and how to personalize every interaction.
All Momentum users will see fields for Estimated Net Worth, 5 Year Estimated Donation Capacity, Total Estimated Value of Properties, and Total Estimated Equity of Properties, as well as a Wealth Score at the bottom of all Constituent records.
If your organization uses Virtuous Insights in CRM+, you’ll also see Suggested Gift Potential, and Scores for Composite Giving, Wealth & Capacity, Connection, and Likelihood. To view the full Insights record for a specific Contact, select the Go to Insights button in the top right of the Constituent record.
Where Does the Insights Data Come From?
Unlike most donor prospecting tools, Insights combines first-party data from your CRM with third-party data from public sources to create a truly comprehensive view of your donors and prospects. Insights only uses public registries and databases trusted amongst all other prospect research tools. These data sources can help inform donor capacity and interest assessments, but this information should be reviewed for accuracy. We recommend using third-party data as one of several indicators when researching donor prospects rather than as a sole determining factor.
How is the Insights Data Updated?
Virtuous Insights data is updated daily as new data becomes available. This ensures that the Scores and appended data remain current and actionable.
How Will This Inform My Fundraising Strategy?
Virtuous Insights is designed to aid your organization in the steps of Responsive Fundraising to Listen, Connect, Suggest, and Learn.
- Listen: Insights allow your team to better understand what motivates your donors. Insights can also help fill in gaps with new details that might otherwise go unnoticed. For example, you may already know a donor’s giving history and email preferences, but including data points like real estate and other philanthropic causes they support provides a better understanding of their capacity and motivation.
- Connect: Insights enhances the way your team connects with current and prospective supporters to deepen relationships by identifying how they currently and may wish to connect with you.
- Suggest: Insights equips your team to suggest tailored Asks based on each donor's preferences, interests, and journey with your organization.
- Learn: Insights provides your team a robust scoring framework to continuously feed all that you learn while working with your supporters.
Your team will be better equipped to provide a more personalized, and ultimately, more Responsive experience for your community. Learn more about Responsive Fundraising here.
How Can I Get Started with the Full Virtuous Insights Experiences?
Reach out to your Customer Success Manager to discuss pricing and activating this add-on feature in Virtuous CRM+!