A donor intelligence engine
a national nonprofit organization
donor retention lift
more from targeted appeals
unified view of every donor
Donor data sat scattered across spreadsheets and a dated CRM. The team sent the same appeals to everyone and watched first-time donors lapse. They lacked any reliable signal on who was likely to give again or churn. Limited staff meant outreach had to get smarter, not just louder.
How we approached it
Unified donor history into one clean view across the CRM and legacy spreadsheets.
Built models that predict retention risk and giving propensity for each supporter.
Turned predictions into prioritized outreach lists with suggested timing and asks.
Tracked retention against a holdout group to prove the lift was real.
“We finally know who to thank, who to nurture, and who's about to lapse. The same small team now keeps far more donors giving.”
Outreach guided by the models was tracked against a holdout group, so the improvement in donor retention reflects a real, attributable difference rather than a trend.
No. We unified donor history from the existing CRM and spreadsheets into one view and layered prediction on top of what they already used.
Want results like these?
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