Estimates are labeled as estimates
Modeled propensity and any estimated signal are shown with their model, confidence, and freshness — never presented as facts or as a guarantee of future giving.
Know the relationship behind every donation.
Riverbend Action Fund/Contacts · Dana Kim
Add to call timeDKActive
Dana Kim
Household: Kim / Alvarez · Owner: J. Ford · Recurring donor
Lifetime giving
$2,480
Largest donation
$500
Last donation
$25
Apr 2 · recurring
Donations
34
since 2022
Suggested ask · donor-reviewed
$150
Based on largest donation ($500), recent $25 monthly cadence, and 24 months of history. A starting point for your ask — you can adjust it.
Modeled propensity · estimate
Decile 8of 10 · 74th percentile
Model v2.3 · scored Apr 9 · not a guarantee of future giving
Bring giving history, contact context, modeled propensity, compliance position, and next-step guidance into one reviewable donor record.
The operating loop
1Unify the record
One donor record instead of a scattered history.
Giving history, contact context, household, and ownership live on a single canonical record. Ambiguous identity matches are surfaced for review rather than merged automatically, so a fundraiser always decides who is who.
- Lifetime, largest, last donation, and recurring status at a glance
- Household and owner context on every record
- Ambiguous matches reviewed, never auto-merged
Riverbend Action Fund/Contacts · Dana Kim
Add to call timeDKActive
Dana Kim
Household: Kim / Alvarez · Owner: J. Ford · Recurring donor
Lifetime giving
$2,480
Largest donation
$500
Last donation
$25
Apr 2 · recurring
Donations
34
since 2022
Suggested ask · donor-reviewed
$150
Based on largest donation ($500), recent $25 monthly cadence, and 24 months of history. A starting point for your ask — you can adjust it.
Modeled propensity · estimate
Decile 8of 10 · 74th percentile
Model v2.3 · scored Apr 9 · not a guarantee of future giving
2Understand the donor
See the giving pattern, not just the last donation.
A 12-month view of donations, cadence, and source shows how someone actually gives — one-time, recurring, or pledged. Filter by donation type and see the next scheduled date so follow-up fits the relationship.
- 12-month donation history with cadence and source
- Filters for one-time, recurring, and pledges
- Recurring status and next expected date in view
Riverbend Action Fund/Contacts · Dana Kim · Giving
AllOne-timeRecurringPledges
Donations · last 12 months
Recurring · next May 2By source
Monthly Sustainers Drive
Recurring
Spring Match Appeal
One-time
Year-End Appeal
One-time
3Read the signals
Observed facts and modeled estimates, clearly separated.
What's recorded sits apart from what's modeled. Propensity shows as a decile and percentile with its model version, confidence, and freshness — plus the factors behind it. A fundraiser can accept or override, because estimates are guidance, not facts.
- Observed history kept distinct from modeled estimates
- Propensity with model version, confidence, and as-of date
- Human review and override on every score
Riverbend Action Fund/Contacts · Dana Kim · Signals
Observed · from records
Lifetime giving$2,480
Donation cadenceMonthly, 24 mo
Last contactThank-you call · 1w
Estimated · modeled
Decile 874th percentile
Model v2.3Confidence: mediumScored Apr 9
Why this score
Needs review- Consistent monthly giving for 24 months
- Responded to last two match appeals
- Attended a ticketed event in the cycle
A fundraiser can accept or override this estimate. Estimates are guidance, not facts.
4Prioritize and act
Turn the whole file into a call-time-ready list.
Rank donors by last donation, lifetime, propensity, suggested ask, and owner, then filter and save the view as a cohort. Suggested asks are deterministic starting points a fundraiser can adjust before reaching out.
- Sortable priority list with owner and next action
- Filter and save cohorts for call time and outreach
- Deterministic suggested asks you can always adjust
Riverbend Action Fund/Fundraising · Priority list
Save cohortDecile 7+RecurringSort: Suggested ask
NameLastLifetimePropensityAskOwner
DKDana Kim
$25$2,480D8$150J. Ford CallLPLuis Peña
$100$1,910D7$250J. Ford EmailASAmara Sow
$500$5,240D9$1,000Unassigned AssignMRMia Rossi
$15$310D4$50R. Ali TextDecile is a modeled estimate · save this view as a cohort for call time · demo data
Guidance you can act on — and always review.
Identity stays under human review
Ambiguous matches are surfaced side by side with confidence and reasons. A person approves or keeps them separate — there is no automatic donor-to-voter merging.
Asks are starting points
Suggested asks are deterministic guidance from giving history, editable before any outreach. They are not commitments or promises of what a donor will give.
No wealth guarantees or auto-summaries
Donor Intelligence does not guarantee wealth accuracy or market any display as autonomous AI generation. Guidance supports fundraiser judgment; it does not replace it.
Explore the connected tools and workflows that extend the work above.
Fundraise from context, not guesswork
Every donation, signal, and next step on one reviewable donor record.
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