The Giving Climate · Fundraising Intelligence

Donor Segment Intelligence

The economy hits each donor segment differently

A market dip barely touches a major donor's capacity but can stop a $25 monthly gift cold. See the climate score for all four segments.

Overall

All donors

Major Gifts

$10,000+

Midlevel

$1K–$9.9K

Low Dollar

Under $1K

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Direct Mail planning uses the tool's already-computed Low Dollar climate score and 6-month forecast. To look back at the climate during a past campaign, you only need the in-home dates. Nothing here changes the model or the other tabs.

Retrospective

Climate During an In-Home Window

Enter the in-home window of a campaign that has already landed. The tool already knows the climate, so this is all it needs.

In-home start

In-home end

Ask Strategy

Ask Amount Calibration

Forward Planner

Plan a Future Drop

Planned drop date

Reporting

Post-Campaign Attribution

Generates a one-page board report pairing your results with the climate during the in-home window above. The climate figures fill in automatically. Fill in the campaign name, drop date, and your results below. All are used on the report, so all are required.

Campaign name

Mail drop date

Pieces mailed

Gross revenue $

Response rate %

Average gift $

Overall Climate Score

—

Awaiting Analysis

out of 100

→ vs. prior year

Run analysis to compare

Challenging Caution Favorable

Vertical · tailors your analysis

              Sector tailors your strategic analysis, and adjusts the forecast where sector data supports it.
              The composite score reflects broad economic signals.
            

AI Fundraising Intelligence · Current Assessment

Click "Run Analysis" to generate a current assessment of the economic environment and its implications for nonprofit fundraising strategy.

6-Month Fundraising Climate Forecast

How to read this forecast

Each bar shows the projected fundraising climate score for that month: the higher the bar, the better the giving environment. The shaded band above and below shows the range of likely outcomes based on how volatile each economic signal has been historically. A wider band means more uncertainty. The risk rating below each bar tells you at a glance whether that month is a good time to push hard, hold steady, or focus on retention.

Risk ratings: High Risk: protect retention, pause major asks Elevated Risk: steward, don't push Caution: selective asks only Stabilizing: conditions improving Opportunity: favorable for asks

Month-by-month outlook · Score out of 100 · Overall Environment MODEL PROJECTION

        Run Analysis to generate forecast
      

Donor Segment Outlook

2026 Month-by-Month Climate

Month-by-month climate scores for 2026 based on actual economic conditions each month. Scores reflect the giving level selected above. New months are added as data becomes available.

Historical Backtest · 2000–2025 (Overall Score)

The chart below shows the model score for each year (bar height) alongside the actual change in charitable giving (line). Years where the model and actual giving moved in the same direction are correct calls. Some years reflect shock conditions the model cannot fully predict from economic signals alone, such as the 2020 pandemic giving surge.

        Model score ≥ 60 (favorable)
        Model score 45–59 (caution)
        Model score < 45 (challenging)
        Actual giving YoY change
      

Economic Indicators

Locked · sign up free to unlock

Turn this economic forecast into your plan.

The three tools below are locked. Sign up free at the bottom of this section to open them for your giving level and turn the current climate into a plan.

Locked

Six-Month Forecast

Know whether to push now or hold.

Month-by-month projections with a risk rating on each, so you can time year-end and major campaigns to where conditions are heading, not where they have been.

Locked

Major Gifts

Mid-Level

Low Dollar

Donor Segment Outlooks

Put your effort where capacity is.

Separate reads for major, mid-level, and low-dollar donors, so you know which segment to lean into and which to protect before you build the plan.

Locked

Direct Mail Planner

Time the drop, calibrate the ask.

Match a campaign window to the climate, adjust your ask string to conditions, and generate a board-ready attribution report that separates climate from execution.

Build your strategy on it.

Enter your email to choose your giving level and turn the current climate into a plan: which segments to prioritize, how to calibrate your asks, and what the next six months mean for your timing.

One email. Includes the monthly climate briefing.