Research a major donor
Look up public records about a prospect, open ready-made searches, and record your own estimate of what they could give.
Who does this: Office staff5 steps
Before you start
- Your login can edit people.
- 1
Open the person
Click "People" and open the person.
"Research (major donors)" on the profile. - 2
Open Research
Click "Research (major donors)" to open it.
- 3
Look up public records
Click "Look up public records". Yahiv checks SEC filings (officers, directors and big owners of public companies). With the AI connected, a short summary is written.
One click checks public filings. - 4
Ready-made searches
Click "News & web", "LinkedIn", "Business filings", "Property records" or "Foundation boards (990s)" — each opens a search in a new tab.
- 5
Your own estimate
Choose "Capacity" (Under $1k … $500k+) and type what you know (business, family, interests). Click "Save".
Your own estimate of capacity.
Tips
- Matches can be a different person with the same name — always check.
- Political donation lists are not used: the law doesn't allow using them to ask for donations.
If something isn't working
"Too many look-ups this hour — try later"
There's a limit per hour. Wait and try again.
"Nothing found in public company filings — try the searches below"
Most people aren't in SEC filings. Use the search links instead.
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