What is the Enrichment tab? The Enrichment tab surfaces wealth, philanthropic, and background data for a constituent.  This includes capacity ratings, giving history outside your institution, financial signals, philanthropic involvement, addresses, career, social media, and other publicly available details.

Note: Available to all Signal customers. Paid DonorSearch customers additionally get AI-based modeling scores and high confidence matches on giving. Contact your Customer Success Manager to learn about upgrading.

Watch this video to take a tour!

https://www.loom.com/share/96d76ae8519c487eae7e2ba8b994552d

Philanthropic & Financial Signals

Capacity Ratings

Shows a DS Rating with a short rationale beneath it (for example, "DS 1-5 · Based on executive leadership"), plus Based on Wealth and Based on Giving figures.

• DS Rating: DonorSearch's rating of a constituent's philanthropic and wealth profile, from DS 1-1 (highest — a $5K+ gift to a nonprofit or political org, often with additional wealth indicators) down through DS 1-5 (executive at a $1M+ firm, SEC insider, or board member) to DS 3 (no identified wealth or giving indicators).

• Based on Wealth: Estimated amount a constituent could contribute over a five-year pledge period — 10% of estimated net worth, shown as a range (for example, $100K–$249K). Equivalent to DonorSearch's "Target Ask Based on Wealth."

• Based on Giving: Calculated from the constituent's largest gift to another organization outside your institution.

Giving

Shows a predictive score at the top, followed by Charitable Giving, Political Giving, and Crowdfunding, each with a total amount and a count of gifts.

Note: The predictive score shown depends on your organization's access level — same logic as desktop: DSAI (AI-based, 800+ data points), Enhanced CORE, or MLR for paid DonorSearch customers, or Donor Potential Score (DPS) for Signal-only customers. 

Financial Signals

Shows Real Estate and SEC Holdings (each as a total value and a count), plus Est. Net Worth as a single rounded figure (for example, $65M).

 

Note: The mobile app does not support filtering. If you need to filter Enrichment data, use the desktop app.

Philanthropic Indicators

• Leadership & Involvement: Roles and affiliations shown as tags (for example, Foundation Officer/Trustee, Nonprofit Board Member, Philanthropic Giver, Political Donor, Small Business Owner), with a "+X More" link when there are additional tags.

• Interests: Philanthropic interest areas shown as tags (for example, Environment, Art/Culture/Humanities, Philanthropy and Grant-making Foundations, plus organization-specific tags).

Addresses

Shows a count (for example, "Addresses (4)") with a View All link, and pill buttons to switch between addresses. The selected address shows a street-view image, an address label (for example, Home), the full address, and neighborhood figures: Neighborhood Median Home Value, Value Range, and Median Income.

Career

Shows Company Name, Role, and a Confidence Score for the match (shown as a dash when no score is available).

Social Media

Shows LinkedIn, Facebook, and Twitter, each with a confidence badge (for example, High Confidence) when a match exists, or a dash when it doesn't.

Other Details

Two tabs: Noteworthy Events and Personal Details. Noteworthy Events shows a dated list of career-related events (for example, a promotion or new job), each with its own confidence badge.

 

Contact EverTrue Support at genius@evertrue.com if you have questions.