Sarah Chen
Relationship
- Lifetime giving
- $3,900
- Current annual giving
- $500
- Recent engagement
- High
- Recurring donor
- No
- Cause affinity
- Coastal restoration
Revenue Actions Evaluated
4 evaluatedOne-Time Gift$400 · Medium probability
Recurring Conversion$600/year · Recommended
Gift Upgrade$900 · Medium probability
Major Gift$5,000 · Not yet supported
AltruNova Decision
Recurring Conversion
Recommended ask: $50/month
+$100
incremental annual value
Why this action?
Sarah gives reliably each spring. A monthly commitment smooths her giving and historically raises retention by 22 points for supporters with her pattern.
Lifetime Philanthropic Value
Current
$3,900
Future without action
$1,800
Future with recommendation
$7,400
Value expansion
+$5,600
I am not maximizing the next transaction. I am optimizing the long-term philanthropic relationship.