Smarter Fundraising,

There is a shift in the industry towards smaller portfolios of donors. This is counterproductive to the goals of advancement. With research and data services as the backbone of successful campaigns, we need larger portfolios of relevant donors and tools to help manage them without adding more work to your plate. No longer will hours of investigation be brushed aside or forgotten. Ensure that donors and prospects are being shepherded by fundraisers.

ROI Calculator

How will larger portfolios affect my fundraising? Find out below.


"Today" is your current estimated raise amounts based on user inputs and industry accepted close rate of 30%.

Horizontal Axis represents an increase in portfolio sizes of 15%, 30%, or 45% for each of the fundraisers.

Chart bars represent close rates of 1%, 5%, or 10% of that increase in portfolio sizes.

Increase in giving is the difference between estimated base giving amount and a 10% close rate on a 45% increase in portfolio size.

You can raise more.

See how you compare to others in your industry by getting in touch with us. We will share our detailed benchmark study with you to help your organization grow.

Request Benchmark Study

Real-time Alerts

Adding important new prospects to a fundraiser's portfolio? We alert them in real-time to help articulate the immediacy of your discovery. Fundraisers will now be able to act on changes to their portfolio composition and begin building relationships sooner.

Fully Integrated

Organizations have unique data sets and unique needs. allows you to pull disparate data sets together to give fundraisers exactly what they need to close gifts. No more, no less.

Request Deeper Research

Looking for deeper insights on a particular donor? Spread the work by enlisting the help of's network of donor research partners to help you dig deeper and multitask effectively.

Bullet-proof Security

Founded on principles and best-practices from the financial and healthcare industries, pairs high-grade infrastructure security with user security features such as two-factor authentication, encryption, strict timeouts, and more. Rest easy.

Work Smarter

Powerful predictive models can help you prioritize rated, but unassigned, donors to give you a target list of who to continue researching and who to move into portfolios.

Collaboration, Done Right

Whether you are communicating with fundraisers about active prospects or co-leading the research responsibilities on the next big donor, enables you to connect with everyone in your office, anytime, and anywhere. is powered by Gravyty, and includes the same easy-to-use interface that Gravyty users have come to know and love.

Here are some of the features available with this service:

Predictive analytics to tell you
when to engage with and research donors

Quickly move donors between
portfolio management stages

Holistic view of donors and
what stages they are in

Integrated prospect
research process

Things get done only if the data we gather can inform and inspire those in a position to make a difference.

Mike Schmoker

Author & School Administrator | Request Free Benchmark Study

Get more information about how you compare to your peers and ways to intelligently and sustainably increase portfolio sizes. Help your organization raise more money today.