MM
Mrs. Maggie Whitfield
(she/her)major-donor
loyal-15yr
board
planned-giving
Retired Physician· OHSU (Retired)Portland, OR
margaret.whitfield@example.com(503) 555-0142
Lifetime
$42,150
Champion · 87
Total gifts
14
Last gift
$2,500
6mo ago
Last contact
47d ago
Capacity
$50K
Officer
Sarah
AI summaryrefreshed today
Margaret has given 14 gifts totaling $42,150 since 2014, peaking around year-end. She last gave $2,500 in November and hasn't been contacted in 47 days. Her engagement score is rising — she opened the last 3 newsletters and attended the spring riverwalk.
Smart Ask
$5,000
Based on giving history, capacity & peer benchmarks.
Next best action
Schedule a coffee — she's overdue for in-person contact and her giving slope suggests a $5,000 ask is well-supported.
Giving pattern
By yearRecent touches
- Gift received: $3,6815d ago
- Attended Spring Gala7mo ago
- Left voicemail7mo ago
- Birthday card mailed9mo ago
- Gift received: $4,43711mo ago