"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.
Every direct donor is analyzed across seven dimensions and placed on the Capacity × Affinity grid — revealing which relationships to protect, which to grow, and where untapped generosity is hiding in plain sight.
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 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.
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.
| 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 are over- or under-performing |
| 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 |