Advancement
Advancement for a gift officer: gifts to thank inside the 48-hour window, pledges that missed an installment, prospects silent for 90 days, the portfolio by stage and capacity, the campaigns, and a prospect dossier with outreach drafted from the record; every action writes back to the donor system.
One working session with the people in the seat: which decisions, which systems, what a good week looks like.
The app you see above, running on your own exports instead of the simulated world. Every screen, every decision, your numbers.
Wired to your systems with your permissions, agents proposing, people approving, the ledger recording who did what.
Overview
The donor system knows a gift landed, a pledge installment was missed and a prospect has not been contacted since reunion. The gift officer finds out when they run the report, and the drafts start from a blank page.
The app opens on today's touches in the order they matter: gifts to thank, pledges that lapsed, prospects gone quiet, each as a decision with a review. A prospect dossier shows giving, relationship and why now, with outreach drafted from the affinities, the last gift and the missed installment, edited before it goes. The portfolio filters by stage, flag and capacity; campaigns show progress and gifts as they arrive.
Key features
- Today: gifts to thank inside 48 hours, lapsed pledges and silent prospects as decisions with a review and a done state.
- Prospect dossier: giving, relationship, affinities, why now, every touch, with stage moves, planned steps and logged contacts.
- Outreach drafted from the record, edited and sent under the officer's name, landing back on the record.
- Portfolio by stage, flag and capacity; campaigns with progress, gifts this week and results by officer.
Decisions it produces
- Log the thank-you calls inside 48 hours
- Flag the pledges that lapsed this month
- Re-engage the prospects gone quiet
- Send outreach drafted from the record
Data sources
| Donor database | prospects, stages, capacity, gifts, pledges, installments |
|---|---|
| Email and calendar | contacts logged, steps planned |
| Event registration | reunion and homecoming attendance |
| Finance | campaign totals and designations |
Simulated data throughout. Book a call to see it on your own systems.
Related demos
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Class shaping
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Persistence
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