Use case: Major Gift & Upgrade Propensity

Spot upgrade and major‑gift potential, then guide cultivation…

Focus officers on the donors most likely to upgrade, with clear reasons and next steps.

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Upgrade propensityMajor gift likelihoodCultivation playbooks
Major gift propensity visualization

Find and move high‑value donors

Upgrade & major prospects

Spot donors ready to step into higher giving.

Capacity × propensity × timing

Engage the right people at the right time.

Officer call sheets

Next best actions and talking points for outreach.

Invite & event targeting

Know who to invite and when to schedule.

AI signals for major gifts & upgrades

Focus officer time where it matters most

Portfolio scores merge capacity, affinity, and timing so fundraisers work the prospects most likely to move now.

Prospect prioritization

Rank portfolios by readiness and value.

Next best action

Prescribe steps that advance the relationship.

Visit & event fit

Surface the right touch for each contact.

Pipeline forecast

Predict stage movement and yield.

Learn more about Focus officer time where it matters most

Case study spotlight

↑ Meetings More quality outreach, faster
99% response‑rate lift Documented improvement in a healthcare program
Shorter cycles Prospects progress sooner

Score your portfolio

We’ll score a pilot portfolio and highlight who to contact this month — with reasons why.