"Next Level Prospecting" — Built for Every Nonprofit. Unprecedented clarity into your donor ecosystem, powered by 30+ million financial transactions.
The Donor Insight Report provides unprecedented insight into both growing existing donors and discovering new ones already connected to your mission.
Segment existing donors and optimize your outreach strategy using rich insights about their giving history, capacity, and affinity for your organization — enabling personalized stewardship and cultivation.
Unlock a powerful pipeline by identifying new donor prospects through deep intelligence about your untapped donor ecosystem — turning your existing network into a continuously expanding pipeline.
The report progresses from high-level strategic takeaways to granular prioritization — ensuring your team grasps key findings before diving into details.
Establishes the financial context and donor landscape. Uses our Classification model to present your organization's donor distribution and an at-a-glance portfolio snapshot with key strategic takeaways.
Examines existing donors through a "Favor" and "Favor Parity" lens, identifying opportunities for deeper engagement. Top donors are ranked by Cultivation Potential with dedicated deep-dives per classification.
Maps your upstream giving network using Affinity and Relationship Strength, revealing strong pathways to new giving relationships through organizations connected to your current donors.
Complete donor and prospect lists, detailed organization profiles, methodology notes, and chart/organization indexes for thorough reference.
Aprize categorizes every donor into one of five strategic classifications based on Capacity and Affinity. Each classification drives a distinct engagement strategy.
The cornerstone of your giving program — your highest-Capacity, highest-Affinity supporters.
Steward & ProtectLarge-Capacity givers who currently direct only a small portion of their total giving to your organization.
Educate & Grow ShareDonors that fall in the middle of both Capacity and Affinity — the reliable foundation of your donor base.
Maintain & MonitorDirect a high share of their giving to your organization, but their overall giving Capacity is more modest.
Promote & NurtureGive from a lower Capacity level and direct a smaller share of their giving to your organization.
Engage & DevelopEvery donor relationship is analyzed across seven distinct dimensions. Three — Classification, Favor, and Affinity — are especially important because they drive the structure of the three main report sections.
| Dimension | What It Measures | Why It Matters |
|---|---|---|
| Capacity | Total annual grant expenses — a measure of overall giving potential | Identifies the upper bound of what a donor could give |
| Affinity | Share of a donor's total giving directed to your organization | Reveals how aligned a donor already is to your mission |
| Ranking | Strategic priority score (Affinity × Capacity) on a common scale | Enables direct comparison and prioritization across donors |
| Classification | Strategic grouping: All-Stars, Juggernauts, Core, Enthusiasts, Admirers | Drives tailored engagement strategies for each donor segment |
| Favor | Whether giving share is above or below the expected Parity level | Pinpoints where you're over- or under-performing vs. potential |
| Trend | Year-over-year movement in Capacity and Affinity | Flags donors gaining or losing engagement momentum |
| Proximity | Whether an organization is a direct donor or an upstream prospect | Determines the type of relationship-building approach needed |