DN
Dr. Nancy Donovan
(she/her)loyal-15yr
planned-giving
foundation
major-donor
loyal-15yr
· SalesforceSeattle, WA
nancy.donovan@example.com(287) 534-9686
Lifetime
$78,747
Engaged · 55
Total gifts
86
Last gift
$459
11mo ago
Last contact
130d ago
Capacity
$50K
Officer
Marcus
AI summaryrefreshed today
Nancy has given 86 gifts totaling $78,747 since 2024, peaking around year-end. Hasn't been contacted in 130 days. Worth a touchpoint soon.
Smart Ask
$650
Based on giving history, capacity & peer benchmarks.
Next best action
Share the Q1 impact report — they fund Endowment
Giving pattern
By yearRecent touches
- Gift received: $1,5225d ago
- Riverbend tour invitation1w ago
- Gift received: $1,5593w ago
- Gift received: $1,4121mo ago
- Gift received: $1,3301mo ago