Six tools that answer the questions fundraising teams ask every week, built on the donor data you already hold.
We model your annual fund against your own giving history, pledge pipeline and seasonal pattern, then show the realistic range rather than a single hopeful number.
"We are tracking behind last year. Is that timing or a real shortfall?"
"If we add one more appeal, what does that realistically bring in?"
Retention is the cheapest money in fundraising and the easiest to lose quietly. We show retention by segment, cohort and channel, and translate each percentage point into dollars.
Before buying a screening list, we look at what your own file is telling you: giving patterns, event attendance, volunteer history and engagement signals that point to capacity and readiness.
"We have 40,000 records and two gift officers. Who should they call first?"
| Prospect | Signal | Score | Ask range |
|---|---|---|---|
| Donor #4412 | Giving up 3 yrs · event + volunteer | 94 | $25–40k |
| Donor #1180 | Lapsed major · reconnected 2026 | 91 | $20–35k |
| Donor #7733 | Monthly 6 yrs · never solicited | 88 | $10–18k |
| Donor #2096 | Board referral · capacity signals | 85 | $15–25k |
| Donor #5521 | Bequest enquiry 2025 | 82 | Planned gift |
Which lapsed donors are genuinely worth a second ask, when to make it and what to say.
Your file sorted by recency, frequency and value so every appeal reaches the right people.
What each appeal, channel and ask amount returned, and what to change next time.
Every organization faces the same question as its year-end approaches: where will we land, and what can still change the number? Four scenarios. Find yours.
The board asks where the year will land. The ED’s answer is a feeling plus a spreadsheet nobody fully trusts, and December’s volatility makes every week’s guess different.
Three scenarios traced to three years of pattern and this year’s pipeline, with the gap moves ranked and a dashboard refreshed weekly to year-end.
The team acts on one number set instead of five opinions. The moves most likely to lift the landing get the remaining weeks.
Every forecasting product is built for December. This charity’s year ends in March, its giving peaks differently, and borrowed seasonal wisdom keeps being wrong.
The same three scenarios anchored to the organization’s own fiscal calendar and its own seasonality, not the sector’s December story.
The forecast finally matches the year the charity actually lives. Planning conversations move off the December template.
A deficit is feared but not sized. Some directors want cuts now; others want to wait and see. The argument is running on anxiety in both directions.
The range in plain sight: conservative, expected and stretch, with what each scenario would mean and the actions that move between them.
The decision is made early, sized to the conservative case and adjusted as the weekly refresh lands. Anxiety leaves the room; evidence stays.
A national office oversees chapters that each forecast differently, if at all. The national board sees a consolidated number nobody can defend line by line.
One scenario method applied across chapters and rolled up, so the national range is the sum of defensible parts.
The national board reads one picture built the same way everywhere, and weak chapters are visible early enough to help.
Three scenarios, each traced to data, replace false precision.
What can still change the landing, with evidence behind each.
The picture stays current as results land.
One-pagers and use-case companions, two pages each.
Bring it to a thirty-minute call. We will tell you honestly whether a tool helps or whether the answer is simpler than that.
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