All constituents
SW

Steven Whitfield

(she/her)
corporate
· SalesforceTacoma, WA
steven.whitfield@example.com(848) 218-5338
Lifetime
$1,277
Cold · 2
Total gifts
1
Last gift
$2,287
11mo ago
Last contact
171d ago
Capacity
$1K
Officer
Marcus
AI summaryrefreshed today

Steven has given 1 gifts totaling $1,277 since 2019, peaking around year-end. Hasn't been contacted in 171 days. Worth a touchpoint soon.

Smart Ask
$4,300

Based on giving history, capacity & peer benchmarks.

Next best action

Send year-end thank you for the $2,287 gift

Giving pattern

By year

Recent touches

  • Gift received: $2,287
    5d ago
  • Quick check-in call
    2mo ago
  • Prefers contact via text
    6mo ago
  • Coffee at Heart Roasters
    9mo ago
  • Pledge follow-up call
    1.1y ago

Engagement

Score2 / 100
Tier: Cold

Quick actions

Pipeline

Not in active pipeline.