Predictive scoring engine
Every record gets a score you can sort by. Know exactly who to call today, who is at risk of leaving, and who is ready to upgrade.
The data intelligence tool
Your CRM knows more than it’s telling you
The tool layers predictive intelligence on top of the database you already have — no migration, no rip-and-replace. It reads your donor history and tells you who to call today, who is quietly leaving, and who you haven’t met yet.
What you actually see
One ranked view of who to work next
Portfolio value, lapse-risk alerts, predictive scores and revenue trend — in a single place, refreshed as the underlying data changes.
Illustrative view. Figures and names shown are examples, not a client’s data.
01 — Real-time donor updates
Stop finding out six months late
Static databases go stale the day you export them. The tool tracks life events, giving capacity and behavioral shifts automatically, so a change in a donor’s circumstances reaches your development team while it still matters.
- Life events and public wealth signals
- Giving capacity movement, up and down
- Engagement and behavioral trend shifts
Lapse-risk alerts
Silent churn surfaces as a flag, not a year-end surprise. Re-engage while the relationship is still warm.
Ask-amount guidance
Wealth indicators translate into a suggested range, so the ask matches the capacity instead of guessing low.
Portfolio views
Each gift officer sees their own ranked list — who to work this week, in priority order.
02 — New prospect discovery
Find the donors you haven’t met yet
Prospect research eats hours and often produces cold names. The tool works the other direction: it starts from what your best current donors have in common and finds warm, high-affinity leads that match your mission.
Your team spends its time building relationships with people who are already likely to say yes — instead of qualifying strangers.
Mission affinity modelling
Leads scored on how closely they resemble the donors who already give to you.
Warm-path identification
Surfaces where an existing relationship in your network can open the door.
Capacity screening
Filters out names who look promising but cannot give at the level you need.
Exportable lists
Results flow back into your CRM so your existing workflow doesn’t change.
03 — How it fits
It works with the CRM you already pay for
No migration project, no retraining your team on new software. We connect to your existing system, clean and standardize what is there, and hand the intelligence back in a form your staff already knows how to use.
Connect
We integrate with your CRM and take a read-only look at your historical records.
Clean
Duplicates merged, formats standardized, gaps flagged — before any modelling runs.
Score
Predictive models append scores, capacity ranges and risk flags to every record.
Refresh
Updates keep arriving, so the picture stays current instead of ageing in a report.
“Data is currency. But like any currency, it yields zero return if left sitting in a vault.”David Galvin, Decision Intelligence Lead
A score is only useful if someone acts on it. That is where the consulting side comes in — see how strategy turns scores into gifts.
Ready to see what your database is hiding?
Let us run a preliminary analysis on your current database to identify immediate low-hanging major gift opportunities.