A donor’s story lives in five places
Gifts, visits, notes, and outcomes sit in different systems.
Advancement
Brief me on the Okafors before Thursday.
They’ve funded nursing scholarships for 12 years, and all three of their scholars graduate in May. A good ask is $50,000.
Why advancement is hard to run today
Restricted funds sit unspent
Restrictions live in old agreements, so eligible students go unmatched.
Impact never makes it back to the donor
Student outcomes never connect to the funds that paid for them.
The advancement model
We bring your systems, outside data, and policies together, model the domain, and compute what it runs on.
What the model enables
Prediction
Who will give
Each donor’s chance of a gift in the next 12 months.
Rule
Students eligible today
Students each restriction matches who are enrolled and have unmet need.
Measurement
Impact of every fund
Retention of supported students against matched peers.
Optimization
Ask size
Asks sized to the donor’s capacity and to a real funding need.
Rule
Spendable balance
What each fund can pay out this year.
Rule
Lapsed donors
Donors with no gift in 18 months, and what their last gift made possible.
What we deploy
An app and workflows on the model. Each one reads the model and changes it only through governed actions.
App
An app where advancement leaders and officers run the program
Donors likely to give, funds with eligible students, and the impact of every fund, in one place.
Reads from the model
- Donor
- Fund
- Restriction
- Proposal
Workflow
A workflow that briefs officers before every visit
It brings together giving history, interests, and what past gifts made possible, and suggests an ask sized to a real need.
Reads from the model
- Donor
- Gift
- Interaction
- Funding need
Workflow
A workflow that shows donors what their gifts did
It reports what each fund did for the students it supports and drafts an impact report. The officer approves every draft.
Reads from the model
- Fund
- Scholarship award
- Student
What the advancement model lets you do
How we measure
We report what a change should add, and what it actually added.
Projected value
What the model expects a change to add, set when it goes live.
Holdout
Donors who don’t get the change, compared with those who do.
Matched group
Similar donors or students from the same year, when a holdout isn’t possible.
Prior cycle
The same point last fiscal year, for changes that reach every fund.
Start with Advancement
We scope the first domain with your team and agree on the outcomes to measure.
How we deploy