Uncover Insights and predict Donor Behavior at Scale.

Introducing the next generation of prospect research. Uncover wealth and capacity, understand donor interests, predict behavior, and automate outreach– all with AI-powered insights.

Unlock Key Donor Insights and Behaviors That Drive More Generosity

Predict behavior before it happens

Use machine learning to identify giving likelihood, churn risk, planned gift, and upgrade opportunities—so you can focus efforts where they’ll have the greatest impact.

Connect wealth and engagement data

Combine wealth, capacity, demographic, and social media data with your own 1st party CRM data to build deep connections and make faster, smarter decisions.

Power personal outreach at scale

Turn prospect insights into action by triggering responsive workflows and targeted messaging directly in Virtuous—no manual data crunching or appends required.

Spot High-Value Donors Instantly

Use predictive machine learning informed by wealth, social media data, volunteerism, events, email engagement, and more to identify your best opportunities.

• Discover major gift prospects with the highest potential
• Get AI-suggested ask amounts and timing
• Scale mid-level programs with more targeted outreach

Act Fast on Important Donor Signals

Predict future behavior—like lapsing, planned giving, upgrading, or recurring giving—and take immediate, automated action in Virtuous CRM+.

• Surface donors at risk or ready to upgrade
• Trigger email sequences and workflows instantly
• Assign follow-ups to the right team member–fast

Prospect Data Isn’t Just for Major Giving Anymore

Get wealth and demographic data appended to your entire file in real-time – then create smart segments and messaging tailored to each segment’s profile and potential.

• Build dynamic audiences based on real-time behavior
• Vary ask amounts based on the capacity and connection of each donor
• Send targeted outreach that feels personal at scale

Easily Analyze Data and Pinpoint Hidden Opportunities

Explore and filter summary dashboards to reveal patterns in donor preferences, lifecycle stages, and untapped giving potential.

• Filter by demographics, wealth, and behavior
• Spot trends across your entire donor base
• Discover segments for targeted campaigns, planned giving, or events

Get a 360° View of the Whole Donor Story

Create holistic donor profiles with unified first and third-party data to deepen relationships, increase outreach effectiveness, and boost retention.

• Understand motivations like faith, political affiliation, or interests
• Sync event activity directly to donor profiles.
• Strengthen engagement with context-rich insights

Virtuous Insights is your AI-Powered research partnerat at scale.

Take advantage of one connected system built to deepen donor relationships, save time, and drive generosity at scale.

Consolidated Data

The only solution to combine 1st party CRM data with 3rd party wealth and demographic data.

360 Degree Profiles

Gain a complete view of everyone in your data base to truly understand the person behind the contact record.

Aggregated Donor Views

Explore cohorts across your entire donor base with summary views by interests, demographics, and giving behavior.

Proprietary Predictive Models

Powered by customer models to identify likely major donors, lapsed donors, planned givers, social advocates, and volunteers.

Giving Scores

Access enhanced scores that reflect a donor’s wealth, interest in your cause, and likelihood to give.

Suggested Gift Ranges

Get recommended one-time and recurring gift amounts based on each donor’s capacity.

Query and Drill Down

Search, filter, and explore donor scores and model fields to better understand segments and take targeted action.

Unlimited Data Appends

Automatically enrich every contact in your database, in real-time as new data becomes available.