Module 05
Full Data
Major Donor Intelligence
Revenue GrowthDonor RetentionGovernance & Compliance
19 Q&A cards
9 cognitive functions
Cognitive Functions
Concentration Risk AnalyzerUpgrade/Downgrade DetectorStewardship Alert GeneratorMajor Donor PipelinePortfolio Vulnerability ScoreGift Officer Portfolio TrackerGift Range Chart AnalyzerProspect Pipeline MonitorMajor Gift Targeting Engine
Q&A Cards
MDI-001
MDI-002
MDI-003
MDI-004
MDI-005
MDI-006
MDI-007
MDI-008
MDI-009
MDI-010
MDI-011
MDI-012
MDI-013
MDI-014
MDI-015
MDI-016
MDI-017
MDI-018
MDI-019
What is our revenue concentration risk?
What percentage of revenue comes from the top 10 donors?
Who upgraded to major donor status recently?
Who downgraded or stopped giving at the major level?
Which major donors haven't been contacted recently?
Who are my best prospects for upgrading to $5K+?
What's the total giving from our top 20 donors this year vs last?
Are any major donors over 75 with no next-gen engagement?
How many major donors have we retained vs lost this year?
What's the total pipeline value of prospective major donors?
Which board members haven't made their annual gift yet?
How does our major donor giving compare to last year at this point?
Which major donors have upcoming pledge renewals?
What would losing our top 3 donors cost us annually?
What are portfolio metrics per gift officer — touches, asks, close rates?
Where are the gaps in our gift range chart / giving pyramid?
What does prospect research show for our pipeline — capacity, readiness, affinity?
Do we have successor/next-gen relationships for our aging major donors?
Which donors should we prioritize for major gift asks this quarter and why?