Amy Patel
Relationship
- Lifetime giving
- $8,300
- Current annual giving
- $1,200
- Recent engagement
- High
- Recurring donor
- No
- Cause affinity
- Education
Revenue Actions Evaluated
4 evaluatedOne-Time Gift$1,000 · High probability
Recurring Conversion$1,200/year · Recommended
Gift Upgrade$2,500 · Medium probability
Major Gift$10,000 · Under watch
AltruNova Decision
Recurring Conversion
Recommended ask: $100/month
+$0 near-term, +$3,700 lifetime
incremental annual value
Why this action?
Amy's annual gift is already strong. Recurring protects it against attrition and positions her for a major gift conversation in 18 months.
Lifetime Philanthropic Value
Current
$8,300
Future without action
$5,200
Future with recommendation
$12,000
Value expansion
+$6,800
I am not maximizing the next transaction. I am optimizing the long-term philanthropic relationship.