A Giving Health Score, recurring-revenue forecasts, campaign velocity, needs-attention alerts, donor-lifecycle dashboards, and a daily AI-generated briefing — answers to the questions leadership actually asks, without spreadsheets.
AI-powered insights
One number that tells you how your giving program is really doing — blending retention, recurring share, donor growth, and momentum. Watch it move as your stewardship improves, and see exactly which factor is dragging it down.
Project what your active recurring gifts and pledges will bring in over the coming months — accounting for scheduled renewals, known expirations, and historical retention. Budget on data, not hope.
Not just "how much so far" — how fast. Velocity tracking shows the giving pace per campaign, whether you're trending toward goal, and when the curve bends, so you can intervene while it still matters.
A standing list of the things you'd otherwise find out too late: campaigns going quiet, failed recurring payments, overdue pledges, donors slipping toward lapse. Each item links straight to the record and the suggested next action.
Not a dashboard you have to decode. A 3-5 sentence email every morning: yesterday's total, new supporters, campaign progress, anything needing attention. Written in your language, using your vocabulary.
Donors are automatically classified — new, active, lapsed, high-value — based on giving history, recency, and amount. Lifecycle dashboards show how donors flow between stages, and the stages drive both reporting and automation.
See giving by program, project, fund, or cause — however your organization structures its work. NGOs see program-level aggregates with child project details. Churches see fund-level summaries.
Coming: privacy-preserving k-anonymity aggregates that show how your average gift and retention compare to similar orgs in your tradition — peer context without exposing individual donor data, yours or anyone else's.
Donations, donors, pledges, recurring subscriptions, campaign results — all exportable to CSV from any list view. Your data is yours; download whenever, no restrictions.
Every change to every record — who, when, why — in a tamper-evident, hash-chained audit log verified every six hours. Discovery-ready if a regulator asks. Filterable by user, date range, entity, or action.
Questions answered
Revenue trend chart with period comparison — 7 days, 30 days, 90 days, and year-to-date.
Breakdown by donation category with totals, averages, and supporter counts.
Channel split — website, kiosk, app, donate pages, and manual entry at a glance.
Ranked by highest giving, most frequent, or recently active — with links to their profiles.
Campaign cards showing goal, raised amount, percentage, days remaining, and subscriber count.
Pledge summary — total committed vs. fulfilled vs. outstanding, with lapse alerts highlighted.
Recurring-revenue forecast based on active subscriptions, scheduled renewals, and historical retention — a number your treasurer can budget on.
The Giving Health Score rolls retention, recurring share, and donor growth into one trackable number — with the contributing factors broken out underneath.
Lifecycle-stage filter for at-risk + lapsed donors with last-gift date and giving history. Triggers automation workflows when stage transitions occur.
