Know which donor to call today.
Philanthropy Portfolio™ places every donor on an 11-step giving ladder, scores each relationship, and gives your team one clear next action for every person who supports you.
Built for small and mid-sized nonprofits. Works alongside the donor database you already use.
- 0Prospect
- 1New Donor
- 2Developing Donor
- 3Engaged Donor
- 4Monthly Giving Candidate
- 5Monthly Donor
- 6Mid-Level Donor
- 7Major Donor Prospect
- 8Major Donor
- 9Legacy Prospect
- 10Legacy Donor
Sample data from our demo organization, a fictional animal rescue.
Your database records the past. Your team needs to know what to do next.
Most donor systems are excellent at logging gifts and running reports. Philanthropy Portfolio reads that same history and turns it into a ranked list of conversations worth having this week.
A traditional donor database asks
- How much did this donor give?
- When was the last gift?
- Which campaign did it come from?
Philanthropy Portfolio asks
- Where is this donor today?
- Where could they be next year?
- What should we do next, and who should do it?
A score card that reads every donor the way your best fundraiser would
Our scoring engine weighs how recently and how often someone gives, how they show up beyond giving, and which way the relationship is heading. Every night it turns that into one card per donor.
Two donors who each gave $120 last year can look identical in a database. Philanthropy Portfolio sees that one gives three times a year and volunteers every month, and that she is worth inviting to monthly giving now. The other gets a different, lower-touch step.
The scores measure the relationship, not the donor's wealth, so your smallest supporters get noticed when they're ready to grow.
- Relationship84
- Retention78
- Upgrade91
- RecoveryN/A
- Legacy22
Sample donor from our fictional demo organization.
The second gift and the monthly plan are where donor value is made.
Retention climbs sharply each time a donor takes the next step. Our software is built to find the donors closest to that step and prompt the right person to ask.
Sources: Fundraising Effectiveness Project Q4 2025, reported by Bloomerang; M+R Benchmarks 2026, reported by FundEasy.
What your team gets
Every donor on the ladder
From first-time prospect to legacy donor, each person sits on exactly one of 11 tiers, updated every night. Lapsed donors keep their place and move into a win-back plan. Nobody falls off the list.
Five relationship scores
Plain 0–100 scores that answer the questions fundraisers already ask.
Momentum for every donor
See at a glance whether someone is growing closer, holding steady, or drifting away, before their giving drops.
One next best action
Every donor has one recommended step, with an owner, a due date and the reason behind it. Staff work from a single daily list ranked by value.
Opportunity and risk centers
Ranked lists of monthly-giving candidates, major-gift prospects and legacy conversations, alongside the donors you are at risk of losing.
Email pipelines by tier
Ready-made welcome, second-gift, sustainer and win-back sequences that start automatically when a donor reaches the right tier.
Made for organizations where every relationship counts
We started with animal welfare, where small development teams carry thousands of supporters: adopters, fosters, volunteers and donors who often wear all four hats. The same approach works for any community nonprofit.
- Animal rescues and humane societies
- Community and faith-based nonprofits
- Development teams of one to ten people
Keeps your systems, and your data, where they belong
- Import your donors and gifts from a spreadsheet export. No re-keying.
- We never process donations or store card numbers. Your payment tools stay as they are.
- Each organization's data is walled off in the database itself, and that isolation is tested automatically before every release.
- Your data is yours. It is never pooled with or shown to another organization.
Become a founding partner
We're onboarding a small group of nonprofits to run Philanthropy Portfolio on their own donor data, with hands-on setup from our team.