Analytics & Reporting
AI Donor Intelligence
Know your donors before you ask
AI Donor Intelligence (Wealth Insights) gives your fundraising team a research department in a dashboard. Five modules -- wealth snapshot, deep dive, ask calculator, relationship map, and messaging guidance -- surface actionable intelligence on every donor. Data refreshes every 90 days to stay current, and confidence scoring tells you how reliable each data point is so you never act on guesswork.
5
Intelligence modules
90 days
Automatic data refresh
3x
More effective major gift asks
AI-powered
Confidence-scored insights
The Problem
Without donor intelligence, fundraisers rely on gut instinct and surface-level data to prioritize outreach, resulting in undersized asks to major gift prospects and wasted time on donors without capacity.
The Solution
With HYS Wealth Insights, your team sees AI-powered wealth estimates, affinity scores, and personalized ask amounts for every donor, so every conversation starts with confidence.
See it in action
How it works
Enrich donor profiles
AI analyzes public data sources to build wealth estimates, real estate holdings, business affiliations, and philanthropic history for each donor.
Review the 5 modules
Explore the wealth snapshot for a quick overview, deep dive for detailed financials, ask calculator for tiered gift suggestions, relationship map for connections, and messaging guidance for outreach tips.
Act on confidence scores
Every data point includes a confidence score so your team knows which insights are highly reliable and which need verification before acting.
Stay current with 90-day refresh
Donor intelligence refreshes every 90 days automatically, so your data stays current as donors' circumstances change.
Key features
Who uses this
Major Gifts Officer
Uses the ask calculator to prepare a tiered proposal for a donor whose wealth snapshot reveals significantly more capacity than their current giving level suggests.
Development Director
Runs the relationship map across the top 50 donors to discover unexpected board connections and plan a peer-to-peer cultivation strategy.
Fundraising Coordinator
Uses messaging guidance to craft a personalized appeal email that references a donor's known philanthropic interests and preferred communication style.
Frequently asked questions
Ready to get started?
See how ai donor intelligence can transform your organization.