You can still ask Grace anything about your donors — but now she asks you the questions. Every night she scans your portfolio for churn risk, hidden signals, and revenue opportunities. By the time you open your laptop, the day is already prioritized.
Grace analyzed your data overnight. Here's what needs your attention today.
Lapsed 14 months. $24,500 lifetime giving. Last gift was her largest. She opened your December newsletter but didn't respond.
First gift this year. His 3rd consecutive year. Upgrading from $2,500. Connected to your annual gala.
Your draft report is 80% complete in the knowledge base. Grace can finalize the giving summary and impact metrics.
These donors have given consistently for 2+ years at $50/mo or less but their capacity signals suggest they could give more. Potential: $18,000/year increase.
Their giving anniversaries are this week. Grace has personalized emails ready with specific impact stories for each.
"Grace, who hasn't given in two years and gave over $1K?" — she answers, cites the records, and drafts the email.
"Sarah — Margaret hasn't heard from anyone in 92 days. Her planned gift was mid-flight. Want me to draft a check-in?"
Grace cross-references your donor file against news, press releases, and engagement data — then tells you exactly what to do about it.
News, life events, and signals about your donors — monitored by Grace.
Grace suggests: Send a congratulations note within the week. Her promotion likely comes with increased giving capacity. Consider timing a major gift ask for Q3.
Grace suggests: Their new fund aligns with your programs. Reach out to your contact (Lisa Nguyen, CSR Director) with a specific proposal. Time-sensitive — other nonprofits will be pitching too.
Grace suggests: Michael's burst giving pattern often precedes a major gift. Schedule a personal meeting before your gala. He may be ready for a leadership circle invitation ($10k+).
Expired pledges that should be renewed. Recurring donors ready to upgrade. DAF-eligible donors hiding in plain sight. Grace finds them so you can ask.
Hidden opportunities Grace found by analyzing your donor data, pledge history, and external signals.
These donors give $50/month or less but have capacity signals (employer match, real estate, stock holdings) suggesting they can give significantly more.
Want Grace to dig deeper into your data?
Ask Grace a questiondonor flags surfaced
drafts ready to send
revenue opportunities
of work, before coffee
You don't need to remember to ask Grace. She remembers for you — every night, for every donor.
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