Top-Tier Capacity
Uncover individuals with substantial giving potential
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.
Hidden major donors
Stop finding out six months late
Static databases go stale the day you export them. The tool re-reads your records against life events, giving capacity and behavioral shifts, so supporters whose circumstances have changed reach your development team instead of sitting unnoticed.
- Life events and public wealth signals
- Giving capacity movement, up and down
- Engagement and behavioral trend shifts
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.
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.
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 modeling
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.
How it fits
No New Software to Buy —
Compatible with Your Current CRM
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 modeling runs.
Score
Predictive models append scores, capacity ranges and risk flags to every record.
“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.