Sun Health FoundationDonor Intelligence
Unifying Raiser's Edge, Swoogo & HubSpot into one AI-powered view.
See every donor's full story across all your platforms. Know who's ready to give, who needs attention, and exactly what to do next.
See the Transformation
Toggle to compare fragmented data versus unified AI intelligence
One Unified View. AI-Powered Insights. Every Donor's Full Story.
All three platforms merged automatically. Every donor has a complete profile with AI scoring, engagement trends, and personalized next-best-action recommendations.
| Donor | Sources | AI Score | Lifetime | Events | Engagement | Next Best Action | Predicted Gift |
|---|---|---|---|---|---|---|---|
RT Robert Thompson Major Donor | RESWHS | 98 | $3,688,592 | 4 | High | Schedule lunch meeting | $246,453 |
DH Doris Hartman Major Donor | RESWHS | 95 | $1,899,891 | 3 | High | Schedule lunch meeting | $205,410 |
GP Gregory Porter Major Donor | RESWHS | 93 | $1,139,320 | 7 | High | Schedule lunch meeting | $75,281 |
JC Joseph Chambers Major Donor | RESWHS | 91 | $3,598,515 | 1 | High | Schedule lunch meeting | $264,645 |
SP Steven Powers Board Member | RESWHS | 91 | $850,185 | 1 | High | Schedule lunch meeting | $41,164 |
DA Dorothy Anderson Corporate Sponsor | RESWHS | 89 | $73,260 | 6 | High | Schedule lunch meeting | $12,492 |
JC James Campbell Major Donor | RESWHS | 89 | $440,728 | 5 | High | Schedule lunch meeting | $116,258 |
HS Harold Schneider Board Member | RESWHS | 89 | $504,828 | 5 | High | Schedule lunch meeting | $81,512 |
1
Unified view per donor
All 3 platforms, one profile
AI
Predictive donor scoring
Know who's ready to give
Next Best Action
Personalized outreach recommendations
Key Metrics at a Glance
Total Donors
200
140 active
YTD Raised
$3693K
Goal: $850K
Pipeline Value
$2542K
Predicted giving
Avg Donor Score
54
AI predicted
Lapsed Donors
27
9 reactivation targets
Retention Rate
72%
Year over year
AI Donor Scoring
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”
Highest AI-scored donors with recommended next actions
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 — Fre...
Sun Health Wellness En...
Insights & Trends
Monthly Giving Trend
Donor Segments
Pipeline Funnel
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
Connect Your Platforms
Raiser's Edge, Swoogo, and HubSpot sync automatically every day.
AI Unifies & Scores
Machine learning matches records, resolves conflicts, and calculates donor scores.
Act on Insights
See who's ready to give, who needs attention, and the best next step for each donor.
AI Insight
Data unified from Raiser's Edge + Swoogo + HubSpot reveals 9 lapsed donors with high reactivation scores. Re-engaging them could yield an estimated $22,500 in recovered giving.
Ask AI how to re-engage