Donor momentum tool
Score the signals that turn donor data into action.
CRMs store attendance, notes, gifts, restrictions, and touchpoints. This scorecard shows whether that context creates owners, deadlines, stewardship proof, and learning before relationships cool.
Relationship heat visibility
Can the team see which priority donors are warming, cooling, or drifting before the next review meeting?
Next-action owner coverage
Do priority relationships have a named owner, next step, and deadline when donor context changes?
Context-fit for outreach
Does outreach reflect giving history, fund interests, event attendance, relationships, and recent touchpoints?
Stewardship promise risk
Are thank-yous, promised answers, impact updates, and approval gates visible before they become apology work?
Gift-intent readiness
When a donor shows readiness, does the team know the likely ask, open questions, restrictions, and proof to bring?
Playbook learning loop
Do outcomes, objections, proof points, donor questions, and timing misses improve the next campaign or event?
Leadership blocker visibility
Can leaders see stalled relationships, overdue steps, approval bottlenecks, and capacity constraints soon enough to intervene?