For development teams, the answer is the Donor Insight Report: a comprehensive (~50-page) tailored report to institutional fundraising for your organization, packed with your donor ecosystem's pertinent financial data — segmented and prioritized with custom fundraising targets.
The Donor Insight Report places every supporter on a single Capacity (overall giving) by Affinity (share to your organization) grid and assigns each one of five strategic classifications — with a tailored engagement strategy for each.
One product. The Donor Insight Report turns more than 30 million transactions into a prioritized, board-ready picture of every donor and prospect.
Development teams are told to grow revenue without growing the team.
Every record placed, ranked, and paired with a strategy.
A no-cost Donor Insight Report Preview specific to your organization.
The report progresses from strategic context to prioritized action, supported by a deep, fully-referenced appendix system.
Establishes the financial context for your organization — portfolio composition, classification mix, and strategic takeaways drawn from the underlying data.
Examines current donors through our seven dimensions of insight — surfacing where existing relationships are over- or under-performing relative to potential.
Maps the upstream giving network through Proximity levels, revealing connected organizations whose donor base aligns with your mission.
Every element of the report is traceable to a fully-referenced appendix.
The same findings, pointed at the decisions your team faces this quarter.
The Top Donors by Cultivation Potential table stands up a defensible, actionable portfolio for every fundraising professional immediately, not in days or quarters.
One of the report’s standard Key Findings flags concentration. Boards see exactly the degree of concentration and the level of urgency with which concentration needs to be addressed.
Juggernauts — large-Capacity, low-Affinity funders — are often the largest single cultivation lever in the portfolio. The report names them and quantifies the upside.
Prospect Potential equips board members with capacity-informed introductions instead of cold lists — and the connector donor for each prospect is named, so the approach is structured before the call.
Trend scores capture movement in donor Capacity and Affinity. An early view of these critical metrics allows fast action on unexpected opportunity — cultivation lists move from gut-feel to a ranked, defensible queue with talking points keyed to each donor’s classification.
Capacity, Affinity, and Favor together flag well-resourced, high-affinity donors who can be challenged for planned gifts — equipping fundraising professionals with a curated outreach roster instead of a CRM-wide blast.