Sun Health FoundationKnow Every Donor
One view of every relationship, gift, event, and conversation.
Your team spends hours piecing together donor records from three systems. This brings it all together so you can focus on what matters: building relationships that fund the mission.
Supporting Sun Health's mission to champion quality of life for the people and communities it serves.
Before and After
What your team sees today vs. what this platform delivers
One Profile Per Donor. The Full Relationship at a Glance.
Gift history, event attendance, email engagement, and retail activity, merged into a single record. Your team sees the whole picture, plus a recommended next step for every person.
| Donor | Sources | Score | Lifetime | Events | Engagement | Next Best Action | Predicted Gift |
|---|---|---|---|---|---|---|---|
DH Doris Hartman Major Donor | RESWHSRS | 95 | $1,899,891 | 3 | High | Schedule lunch meeting | $205,410 |
GP Gregory Porter Major Donor | RESWHSRS | 93 | $1,139,320 | 7 | High | Schedule lunch meeting | $75,281 |
JC Joseph Chambers Major Donor | RESWHSRS | 91 | $3,598,515 | 1 | High | Schedule lunch meeting | $264,645 |
DA Dorothy Anderson Corporate Sponsor | RESWHSRS | 89 | $73,260 | 6 | High | Schedule lunch meeting | $12,492 |
HS Harold Schneider Board Member | RESWHSRS | 89 | $504,828 | 5 | High | Schedule lunch meeting | $81,512 |
BR Barbara Roberts Major Donor | RESWHSRS | 86 | $3,509,072 | 4 | High | Schedule lunch meeting | $197,334 |
EF Edward Ferguson Corporate Sponsor | RESWHSRS | 84 | $180,477 | 4 | High | Schedule lunch meeting | $19,705 |
EH Evelyn Hartman Mid-Level | RESWHSRS | 82 | $22,720 | 1 | High | Schedule lunch meeting | $2,927 |
1
1 profile per donor
Raiser's Edge, Swoogo, HubSpot, and Retail Shop in one place
AI
Readiness scores
See who is most likely to give next
Recommended next step
A specific action for every donor, based on their history
Your Foundation at a Glance
Total Donors
200
140 active
YTD Raised
$3693K
Goal: $850K
Projected Gifts
$2542K
Based on donor readiness
Avg Readiness Score
54
Giving likelihood, 0-100
Lapsed Donors
27
9 reactivation targets
Retention Rate
72%
Year over year
Donor Readiness Scores
Each donor receives an AI score (0-100) combining giving history, event attendance, and email engagement.70+ High40-69 Moderate0-39 Low
Top 10 “Ready to Give”
Ranked by readiness, with a recommended next step for each
Frances O'Brien
Board Member | $2,248,464 lifetime
Schedule lunch meeting
$101,352 by 2026-05-21
Robert Thompson
Major Donor | $3,688,592 lifetime
Schedule lunch meeting
$246,453 by 2026-06-05
Jerry Boyd
Board Member | $423,380 lifetime
Schedule lunch meeting
$43,770 by 2026-04-19
Carol Cole
Major Donor | $504,090 lifetime
Schedule lunch meeting
$102,940 by 2026-05-04
Doris Hartman
Major Donor | $1,899,891 lifetime
Schedule lunch meeting
$205,410 by 2026-04-02
Gregory Porter
Major Donor | $1,139,320 lifetime
Schedule lunch meeting
$75,281 by 2026-06-29
Joseph Chambers
Major Donor | $3,598,515 lifetime
Schedule lunch meeting
$264,645 by 2026-07-13
Steven Powers
Board Member | $850,185 lifetime
Schedule lunch meeting
$41,164 by 2026-03-31
Dorothy Anderson
Corporate Sponsor | $73,260 lifetime
Schedule lunch meeting
$12,492 by 2026-07-08
James Campbell
Major Donor | $440,728 lifetime
Schedule lunch meeting
$116,258 by 2026-06-11
Campaign Progress
2026 Annual Fund
Spring Gala 2026
Capital Campaign, Free...
Sun Health Wellness En...
Giving Patterns
Monthly Giving Trend
Donor Segments
Cultivation Stages
Active Campaigns
| Campaign | Goal | Raised | Progress |
|---|---|---|---|
| 2026 Annual Fund | $850K | $287K | 34% |
| Spring Gala 2026 | $500K | $168K | 34% |
| Capital Campaign, Freedom Plaza | $5000K | $2300K | 46% |
| Sun Health Wellness Endowment | $2000K | $1150K | 57% |
| Banner Research Partnership | $1500K | $890K | 59% |
| Legacy Society | $3000K | $1800K | 60% |
How It Works
Your systems connect
Raiser's Edge, Swoogo, HubSpot, and Retail Shop sync each morning. No manual exports.
Records merge, scores update
Duplicate records combine into one profile. Each donor receives a readiness score.
Your team takes action
Open the dashboard. See who to call, who to invite, who to thank.
Opportunity
9 former donors scored high for re-engagement based on their past giving and recent event attendance. Reaching out to them could recover an estimated $22,500 in annual support.
See re-engagement recommendations