Mission-Driven Automation for Nonprofit Growth Score Calculation

The Client

The client help nonprofits strategize & measure their fundraising efforts so that they can spend more time building relationships with donors.

The Challenge

Update donor status on the account records with respect to the opportunity record.

The Solution

Filter for each account status value was defined & applied based on donor's:

• Giving date
• 13 months giving history



The Benefits

• Past giving and mission based donor communication
• Personalized engagement based on historical data
• Sustainability strategy based on donor preferences
• Funds channeling based on donor segmentation
• Nonprofit growth score becomes a tangible indicator of growth trajectory