The Client

The client help nonprofits strategize & measure their fundraising efforts so that they can spend more time building relationships with donors.

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The Challenge

Update donor status on the account records with respect to the opportunity record.

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The Solution

Filter for each account status value was defined & applied based on donor's:

• Giving date
• 13 months giving historysome text
  • Past giving and mission based donor communication
  • Personalized engagement based on historical data
  • Sustainability strategy based on donor preferences
  • Funds channeling based on donor segmentation
  • Nonprofit growth score becomes a tangible indicator of growth trajectory

The Benefits

• Past giving and mission based donor communication
• Personalized engagement based on historical data
• Sustainability strategy based on donor preferences
• Funds channeling based on donor segmentation
• Nonprofit growth score becomes a tangible indicator of growth trajectory

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