Data Insights

Knowledge is power.

Data Insights helps define targeted segmentation strategies and preparation for front-line fundraiser engagement. We can identify major givers, mid-level donors, and Rising Star prospects along with their personality types to enhance your analytics. Data Insights is a screening service that is delivered to you via a direct connection with your system (open APIs are required).

Introducing HEPdata's eMatch® Portal Program

Automatically identify and track match-eligible donors.

Our eMatch Portal program empowers nonprofits and higher education institutions to identify match-eligible website visitors and engage and track their activities. Our eMatch Portal includes:

  • An engagement system/custom email reminders
  • A dashboard to track/manage/monitor
  • API integration into online form for seamless search right from point of donation
  • A frame option for before/after gifting
  • A marketing tool (eMatch Donor Link)

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  • eMatch Portal is a comprehensive matching gift management tool that connects your team with previously anonymous donors
  • The tool manages the entire gift matching lifecycle, from contact to disbursement
  • eMatch Portal also tracks all matching gift activities

Rising Stars

Rank constituents to cultivate supporters and major givers.

The Rising Stars feature ranks your constituents to identify, steward, and cultivate mid-level supporters and future major givers based on our proprietary algorithm. Available datasets include employment, title history, life events, luxury purchases, real estate, digital footprint, personality types (optional add-on), and more.

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Personality Insights

An industry-first, artificial intelligence technology.

HEPdata has co-developed and purpose-built a groundbreaking Human-Centered Artificial Intelligence (HAI) technology for education and nonprofits that accurately predicts personality types. After nearly a decade of research and development and over 1,700 pages of algorithmic code, Personality Insights (PI) fundamentally reshapes targeting and engagement strategies throughout the constituent lifecycle.

No tests. No Interviews. No questionnaires. PI enables fundraisers to more carefully message and approach prospects based on their individual personalities and related communication styles.

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Append up-to-date employer names and job titles to your donor records.

Without the right tools, job changes and other employee-related challenges can create barriers for your team when you’re trying to maintain database accuracy. Our solutions help you fill in data gaps and keep tabs on job changes, promotions, and other employer-related events being experienced by your supporters or alumni.

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Track donor and alumni job changes in real-time.

One of every four donors will transition to a new job within a year. EmployerAlert can help your development team keep tabs on key prospect job transitions, title changes, and promotions.

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