You can still ask Grace anything about your donors - but now she asks you the questions. Every night, on your organization's timezone, she scans your portfolio for churn risk, hidden signals, and revenue opportunities, then consolidates overlapping signals so each donor shows up on exactly one card. A morning digest lands in your inbox; a weekly recap summarizes portfolio health and wins. Data changed? Trigger an on-demand scan whenever you need it.
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.
Most AI waits to be asked — you type a question, it answers. Proactive intelligence flips that: Grace works your donor portfolio every night, anticipates who needs attention, and hands you the answer before you think to ask. Reactive AI responds. Proactive intelligence initiates.
Across the sector, overall donor retention sits at roughly 43% (Fundraising Effectiveness Project), and about 4 in 5 first-time donors never give a second gift, which the FEP calls the most consequential unsolved problem in fundraising. The hardest number of all: once a donor lapses, only about 2% are ever won back. So the leverage is not re-acquiring lost donors — it is catching them before they go. Proactive intelligence is built for exactly that window.
Reactive AI is a smarter search box — it only helps when you already know what to look for and remember to ask, so the donor quietly lapsing stays invisible until it is too late. Proactive intelligence removes the "remember to ask" step: Grace scans the full portfolio overnight for churn risk, giving changes, life events, and revenue you are leaving on the table, then prioritizes your day before you open your laptop.
Each comes with the cited reason it surfaced.
Donors going quiet, opening fewer emails, stretching the gap between gifts.
Upgrades, downgrades, stalled recurring gifts.
Job changes, board appointments, moments that change capacity or timing.
Lapsed donors with renewed capacity, recurring donors ready to upgrade, board connections gone quiet.
Pledge windows, anniversaries, and thank-you cadences that are drifting.
"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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