HYS Insights
AI donor intelligence for nonprofit fundraising
Know your donors before you ask. AI-grounded wealth capacity, affinity scoring, and ask calculators.
HYS Insights is AI donor intelligence built into your nonprofit CRM. Every donor gets a five-tile AI profile: wealth snapshot, deep-dive financials, tiered ask calculator, relationship map, and messaging guidance. Data is sourced from public records, refreshed every 90 days, and backed by confidence scoring, so major gifts officers walk into every meeting with a research department behind them instead of a LinkedIn search and a hunch.
5
AI intelligence modules
90 days
Automatic refresh
3 sources
Minimum per data point
Confidence scored
Every insight
Trusted by 400+ nonprofits
The Problem
Without donor intelligence, fundraisers default to gut instinct and LinkedIn stalking to prioritize outreach. Major gifts officers undersize asks, development directors miss board connections, and junior staff spend half their week doing research that an AI could do in seconds. Paid tools like WealthEngine and iWave cost $15k-40k a year, live outside the CRM, and require a dedicated researcher to operate, so small and mid-sized shops never get to use them at all.
The Solution
HYS Insights brings donor-intelligence research into the CRM where the work actually happens. Five AI modules per donor: wealth snapshot, deep-dive, ask calculator, relationship map, and messaging guidance, sourced from public records, backed by confidence scores (so you never act on guesswork), and refreshed automatically every 90 days. The free tier covers three donor profiles, so every team can try it, and paid tiers scale based on profile volume, not seat count.
What you get with HYS Insights
AI Donor Intelligence
Know your donors before you ask
Unified Donor Profiles
One view for every donor interaction
Real-Time Dashboard
Live metrics at your fingertips
Advanced Filtering
Find any donor or sponsorship in seconds
Custom Reports
Build reports with exactly the fields you need
Household Management
Group donors by family for smarter engagement
Inside HYS Insights
Five AI modules that do a researcher's job in seconds
Wealth snapshot shows at-a-glance capacity. Deep-dive breaks out real estate, business affiliations, SEC disclosures, and philanthropic history. The ask calculator suggests tiered gift amounts (stretch, target, floor) based on capacity, giving history, and affinity. The relationship map surfaces board, alumni, and peer connections. Messaging guidance drafts outreach copy in the donor's preferred voice. All inside the donor record, no separate tool.
Explore the feature →Grounded in public data with confidence scoring
Every data point cites its source and includes a confidence score, from low (single unconfirmed match) to high (three or more corroborating sources). Wealth estimates pull from property records, business registrations, SEC filings, executive comp disclosures, and nonprofit giving databases. No proprietary black box: your team always knows where a number came from and how much to trust it.
Explore the feature →90-day auto-refresh keeps intelligence current
Wealth isn't static. Donors buy and sell businesses, inherit, exit, retire. HYS Insights refreshes every donor profile every 90 days automatically, or on-demand when a major gift officer flags a donor for an upcoming meeting. Prior snapshots are preserved, so you see not just where a donor sits today but how their capacity has trended over time.
HYS Insights vs WealthEngine vs iWave
| Capability | HYS | WealthEngine | iWave |
|---|---|---|---|
| Inside your CRM | External tool | External tool | |
| Wealth capacity estimates | Included | Included | Included |
| Ask calculator with tiers | Included | Basic | Basic |
| Relationship mapping | Included | Add-on | Included |
| AI messaging guidance | Included | ||
| Confidence scoring per data point | |||
| Auto-refresh every 90 days | Manual / paid | Manual / paid | |
| Free tier | 3 profiles free | None | None |
| Starting price | Scales with profile volume | $15k-40k/yr | $10k-30k/yr |
| Staff researcher required | Usually | Usually |
How it works
Enrich donor profiles
AI analyzes public data sources, real estate records, business filings, SEC disclosures, philanthropic databases, to build the five-tile profile for each donor you enrich.
Review the 5 modules
Open any donor record to see 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 copy.
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 you walk into a meeting with a tiered ask.
Stay current automatically
Donor intelligence refreshes every 90 days automatically. Trigger a manual refresh before a major ask or a board meeting when circumstances may have changed.
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. Walks into the meeting with a stretch/target/floor backed by confidence-scored data.
Development director
Runs the relationship map across the top 50 donors to discover unexpected board connections and plan a peer-to-peer cultivation strategy. Identifies 4-6 peer champions to lead the next capital campaign.
Fundraising coordinator
Uses messaging guidance to craft a personalized appeal email that references a donor's known philanthropic interests and preferred communication style. Response rates on personalized outreach lift 20-40% vs generic templates.
Coming in 2026
AI features on the HYS Insights roadmap
Conversational briefings
Ask "prep me for a meeting with Jane Doe next Tuesday" and get a one-page briefing with capacity, affinity, prior giving, mutual connections, and a suggested ask range.
Portfolio-level capacity planning
AI suggests which 20 donors in your portfolio to prioritize this quarter based on capacity, affinity trend, and recency of last contact.
Giving trigger alerts
Automatic alerts when a donor has a public liquidity event (business sale, IPO, inheritance signal), so you can reach out at the right moment.
Affinity clustering
AI finds donor subgroups with shared affinity patterns you hadn't mapped, so segmented appeals stop being guesswork.
5
Intelligence modules per donor
90 days
Automatic data refresh cadence
3+
Sources required for high-confidence scoring
Free tier
3 donor profiles, no card required
Frequently asked questions
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