Code-fi vs Insightful Philanthropy

Code-fi is a web-based gift-capacity analytics and knowledge platform for prospect research. Users enter variables to build and export bespoke wealth profiles, including compounded wealth and liquidity insights. Its estimates cover salaries, bonuses, dividends, long-term rewards, share valuations, and career earnings for roles around the world. The product estimates board-level income across 85 sectors and also covers specialist work such as accounting and legal partners, private equity, and hedge funds. For private-company ownership valuations, Code-fi says it analyzes more than 5 million company sales records. Its Predictor uses AI technology to estimate missing financial variables. Listed data coverage includes the UK, US, Australia, China, Malaysia, Hong Kong, Japan, Singapore, South Korea, India, and Europe. Researchers can start with career information from LinkedIn or a biography and may add company financials from ZoomInfo in the US or Companies House in the UK. Support includes educational videos, Role IQ, user groups, and one-to-one sessions with financial analysts. The maker says it suits beginner and advanced researchers.

Insightful Philanthropy is a web-based donor intelligence platform for mission-driven organizations, including higher education, healthcare, and nonprofit groups. It draws on more than 14,000 news and information sources across 200 countries and 40 years of historical news and data. The service monitors supporters, prospects, volunteers, and community partners, providing real-time monitoring and daily alerts; obituary alerts use information from more than 27,000 U.S. funeral homes. Organizations can upload supporter lists for automated prospect matching against relevant news and giving trends. A donor history archive tracks past giving, volunteer activity, and community involvement, while advanced search and customizable filters help locate records and actionable information. Insightful supports wealth and affinity screening, engagement signals, AES-256-encrypted imports from any CRM, and a native connector for Raiser’s Edge NXT. The service includes personalized onboarding, ongoing guidance, support, and training. Its content is available online around the clock from any device. Pricing is on request and based on contribution level and team size, not user seats or record counts. NewsBank describes safeguards for personal information and reasonable measures for EU customer data under GDPR.