Ms. Nanc York

(she/her)

DAF-advisor

board

major-donor

loyal-15yr

Professor· BoeingTacoma, WA

nancy.york@example.com(964) 685-4527

Lifetime

$104,320

Warm · 40

Total gifts

Last gift

$1,029

1.4y ago

Last contact

38d ago

Capacity

$50K

Officer

Sarah

AI summaryrefreshed today

Nancy has given 42 gifts totaling $104,320 since 2018, peaking around year-end. Hasn't been contacted in 38 days. Worth a touchpoint soon.

Smart Ask

$1,700

Based on giving history, capacity & peer benchmarks.

Next best action

Schedule a 15-minute check-in call

By year

Score40 / 100

Tier: Warm

Not in active pipeline.