Hello DAFinitive® Community!
We’re excited to announce a new strategic partnership between DAFinitive® and Kaleidoscope, a leading provider of centralized securities, regulatory data, and 990 information for the nonprofit market.
At its heart, this partnership is about making prospect research more connected, more efficient, and more actionable. DAFinitive® will continue to do what it does best: help researchers uncover donor advised fund information, including fund names, areas of interest, giving patterns, and related context. Kaleidoscope will continue to provide its deep market intelligence through tools such as Insider Focus and 990IQ.
Both companies remain independent, best-in-class tools — each excellent on its own. This partnership simply means our teams are working together to put both within easier reach for the prospect development community.
For DAFinitive® Subscribers
Current DAFinitive® subscribers will already see several enhancements on the platform. Recent updates include:
- Live Hyperlinks in the footnotes of donor advised fund profiles
- Search Functionality on multi-page gift tables
- “Matched Gift” column in search results highlighting relevant gift records
New! DAF Donor Batch Screening
Upgrade your DAFinitive® subscription to screen constituents in large batches for quick, efficient screening across larger data files. Rather than searching for prospects one-at-a-time, imagine screening hundreds or thousands of records at once, receiving results in seconds.
Whether you are prioritizing a portfolio, reviewing a campaign list, or looking for DAF related signals across a broader group of constituents, batch screening is designed to help you move from individual lookups to scalable discovery.
New! Integration with Kaleidoscope’s Insider Focus
Now, enjoy a direct integration between DAFinitive® and Kaleidoscope’s Insider Focus platform. Subscribers to both platforms can seamlessly research prospects who have records in both systems, bringing capacity indicators, insider activity, philanthropic signals, and DAF-related context closer together in the research process.
For prospect researchers, that means less time toggling between disconnected tools and more time interpreting the signals that matter. By connecting DAFinitive® and Kaleidoscope more intentionally, researchers can build a fuller picture of giving potential, charitable interests, and wealth indicators with fewer workflow interruptions.
More about the Partnership
“What began as an internal resource for The Helen Brown Group’s prospect research team revealed a broader need across the nonprofit sector: a curated, searchable source of donor advised fund information. As DAFs play an increasingly important role in philanthropy, DAFinitive® gives prospect development professionals a clearer view of this complex landscape. Partnering with Kaleidoscope makes it easier for researchers to connect our complementary datasets, helping them strengthen strategy, deepen donor understanding, and connect capacity and generosity with mission,” said Melissa Bank Stepno, President & CEO of DAFinitive®, a product of The Helen Brown Group.
“Our partnership with DAFinitive® grew naturally out of a small project to showcase Kaleidoscope’s extraction technology for identifying and collecting information on high-net-worth donor-advised fund holders. Over the past few months, we’ve seen surging interest from prospect research professionals who need deeper insight into donors with clear capacity and affinity for giving. DAFs are a relatively new philanthropic vehicle, and the relevant data has been difficult to assemble in one place. Expanding the partnership was a natural next step — enabling real-time updates on authenticated philanthropic gifts, richer data collection, and seamless integration between our platforms. This opens a previously uncharted path for donor research. We’re thrilled to support DAFinitive’s mission alongside Kaleidoscope’s own: bringing clarity out of complexity,” said Raul Peralta, CEO of Kaleidoscope.
Let’s Say Hello in Person
We’re unveiling this partnership at APRA PD 2026 in Chicago, August 11–14. Please visit booths 212 and 214 to see the integration in action and talk with us about how these updates can support your research goals.
Can’t Make it to Chicago?
DAFinitive® clients can reach out to hello@dafinitive.com to learn more. Current Kaleidoscope clients should contact their Account Representative to discuss adding DAFinitive® to your existing Insider Focus package, sales@kscope.io .
