CortexcnCortexcn

Patron

Helps a fundraising team turn its data into decisions: how the current appeal is tracking, last month's donations, prospects ready for a major gift, today's donor meetings, campaigns that are behind, top gift channels, daily gift activity, and the year-end forecast.

More dashboards blocks
Pro

Helps a fundraising team turn its data into decisions: how the current appeal is tracking, last month's donations, prospects ready for a major gift, today's donor meetings, campaigns that are behind, top gift channels, daily gift activity, and the year-end forecast.

Get with Pro

Dashboard

Giving Insight

70%

Year-end appeal is on track, with $150k to raise in the last 30 days.

Donations

Last month

$263,400

Top Prospects

Donors ready for a major gift ask

  • HB

    Helena Brooks

    Board chair, $50k capacity

  • MO

    Marcus Ortega

    Family foundation, Lapsed

  • PR

    Priya Raman

    Monthly donor, 6 years

Schedule

  1. CallRenewal call, Helena Brooks, 9:10 AM to 10:30 AM
  2. ProposalCapital campaign proposal, 9:40 AM to 12:25 PM
  3. VisitSite tour, Ortega family, 10:35 AM to 12:25 PM
  4. CallGrant review, Arbor Trust, 2:05 PM to 3:55 PM
  5. PledgeBoard pledge sign-off, 2:05 PM to 3:55 PM

Campaign Gaps

  • Capital Campaign

    $180k to go

    Urgent

    Major asks needed

  • Scholarship Fund

    $64k to go

    Moderate

    Lead gift needed

  • Annual Fund

    $12k to go

    On track

    On pace for goal

Top Channels

  • Online giving
    34%
  • Events
    28%
  • Direct mail
    20%
  • Peer-to-peer
    11%
  • Workplace giving
    7%

Gift Activity

Online gifts
1,024
Offline gifts
739
All gifts
1,763

Goal Forecast

$512k

Projected by Dec 31, 102% of goal

Dashboard: Patron