Prepare
Brief turns every donor record into intelligent action — a 60-second brief that captures giving patterns, relationship history, talking points, and a proposed ask, before you ever pick up the phone.
Prepared for a $50,000 endowment ask
Eleanor is a 15-year donor with $182,000 in lifetime giving. Last gift was $10,000 in Mar 2024 to the scholarship fund.
Capacity screening suggests major-gift readiness. No contact logged in 7 months — re-engagement recommended.
Each brief pulls together the full picture of a relationship so you don't have to dig through screens before a visit: giving patterns and lifetime totals, relationship historyacross every touchpoint, the talking points that matter for this donor, and a proposed ask range grounded in capacity and past giving.
Instead of assembling a prep doc by hand, open the brief and read. Lavaa surfaces what changed since you last spoke, flags gaps like a donor who's gone quiet, and recommends the next move — so a gift officer can prepare for back-to-back meetings in minutes.
Lifetime giving and engagement, summarized at a glance.
Every line in a brief traces back to real records — gifts, actions, notes, and wealth signals from Raiser's Edge NXT. Nothing is invented; when Lavaa proposes an ask range or flags major-gift readiness, you can see the data it was grounded in.
Explore the full workflow with no setup or credit card. Connect your Raiser's Edge account whenever you're ready.