Amara Whitfield
Relationship
- Lifetime giving
- $31,000
- Current annual giving
- $4,500
- Recent engagement
- High
- Recurring donor
- No
- Cause affinity
- Capital campaign
Revenue Actions Evaluated
4 evaluatedRecurring Upgrade$6,000/year · Medium probability
Gift Upgrade$7,500 · High probability
Major Gift$25,000+ · Recommended
Advanced Giving$40,000 · Long horizon
AltruNova Decision
Major Gift Cultivation
Recommended ask: $25K+ proposal
+$20,500
incremental annual value
Why this action?
Amara's giving increased three consecutive years, she attended two leadership events, and similar supporters historically transitioned into major giving within 9 months of personal cultivation.
Lifetime Philanthropic Value
Current
$31,000
Future without action
$38,000
Future with recommendation
$85,000
Value expansion
+$47,000
I am not maximizing the next transaction. I am optimizing the long-term philanthropic relationship.