What you get

Bank‑grade clarity. Everything you need to ask—and get—a gift.

Verified reach

Emails, SMS‑grade mobile, phone, address. Hygiene, HLR checks, dedupe, householding.

Signals

Prior gifts, issue affinity, capacity hints. Ranked by Affinity • Capacity • Immediacy.

Action notes

Angle, first ask + ladder, best channel/time, ready‑to‑send copy (email/SMS/phone/door).

Psych profile (public‑signals)

Behavioral facets inferred from public data (donor records, boards, public bios, open social). Drives messaging tone and ask style.

Compliance

TCPA/10DLC grade, DNC/opt‑out flags, disclaimer token. Copy includes required language.

Import‑ready

CSV/XLSX/Google Sheet; VAN/NationBuilder/PDI templates; ActBlue/WinRed links pre‑UTM’d.

What a typical donor list looks like

Most lists are just rows. Useful for mail merges, but they don’t tell you how, when, or why someone will give.

Jane Public Springfield, MA

Last Gift: $25 (2024-10-28)

jane@example.com • (413) 555-0123

John Citizen Chicopee, MA

Last Gift: $15 (2024-08-12)

john@example.com • (413) 555-0199

Sample profile (redacted)

Not a list. A plan—person by person.

J— P— • Springfield, MA 01109
Reach: jp—@gmail.com • (413) 555-0199 (SMS‑ok)
Affinity 84Capacity 66Immediacy 77Compliance: Low risk
Redacted
Signals last gift $600 (2024‑10‑28) • schools/property‑tax • homeowner • PTA mention
Best Channel & Time SMS • Wed 7–9pm (alt: Sat 10–11am)
Psychological profile (public signals)
Analytical
Community
Achievement
Security
Novelty
Tone: concise • respectfulTrust trigger: local factsObjection: budget fatigue
Action Notes (psych‑aware)

Frame: Local schools, class size impact. Lead with numbers, cite oversight.
Ask: $20.24 → $35 → $9/mo (monthly framed as steady classroom support).
Best move: SMS first; follow with email that breaks down $ → outcome.
Fallback: Volunteer shift → yard sign. Do not use outrage tone.

SMS (160)

Hi J—, it’s NAME. Quick note: $20.24 today keeps class sizes down in Springfield—every $10 covers ~2 hours of supplies. Can you chip in? LINK Txt STOP to opt out.

Email subject (A/B)

A) A small gift that keeps class sizes down

B) Where $20.24 goes in our schools

Phone (30s)

Hi J—, NAME with {Campaign}. We’re funding classroom basics; $20.24 today covers supplies this week. We report totals publicly each Friday. Can we count you in?

Door opener

We’re neighbors working to keep classes reasonable. Most folks chip in ~$20. Would you consider $20.24 today? QR takes you to the secure page.

Toggle JSON

            

Data dictionary (columns)

Identity & Reach
  • first_name, last_name
  • address.city, address.state, address.zip
  • emails[].address, emails[].valid
  • phones[].number, phones[].type, phones[].sms_opt_in, phones[].valid
Signals & Scores
  • donor_history.last_date, last_amount, twelve_month_total, count
  • issues[], capacity_band
  • scores.affinity, scores.capacity, scores.immediacy, scores.compliance_risk
  • channel_fit.email/sms/phone/door
Psychological profile
  • psy.analytical, psy.community, psy.achievement, psy.security, psy.novelty (0–100)
  • psy.tone_pref[], psy.trust_triggers[], psy.objection[]
  • psy.confidence (0–1), psy.sources[]
Action Notes & Copy
  • ask_strategy.frame, first_ask, ladder[], best_time[], fallback
  • copy.subject[], copy.email_open, copy.sms, copy.phone_script, copy.objection, copy.door
Compliance & Ops
  • compliance.tcpa_grade, dnc_flag
  • links.donate_utm, ops.pledged, ops.do_not_contact
  • person_id (stable key)

Profiles are predictions based on public signals; volunteers can override with real conversations. One‑click “profile wrong” feedback improves future drops.

How it works

Assemble ➜ Compliance merge ➜ Score ➜ Psych profile ➜ Write notes ➜ Deliver ➜ Refresh.

Assemble & Verify

FEC/state, client files, petitions/RSVPs, vetted commercial appends. Hygiene, HLR checks, dedupe, householding.

Compliance merge

Opt‑out/suppression, TCPA/10DLC grade per mobile, email deliverability checks.

Scoring

Affinity • Capacity • Immediacy • Channel fit • Compliance risk.

Psych profile

Behavioral facets inferred from public bios, roles, open socials, giving patterns. Confidence score per record.

Action notes

Frame, ask ladder, best channel/time, scripts tuned to the profile.

Deliver & refresh

CSV/XLSX/Sheet/JSON, VAN/NationBuilder/PDI templates. Weekly hygiene; new profiles monthly.

Use it on day one

Quick win

Filter Immediacy ≥ 70 + SMS‑ready. Run the included 3‑touch ladder.

Psych‑aware A/B

Test number‑led vs. community‑led subject lines on high‑Analytical vs. high‑Community segments.

Door & QR

Print walk cards (QR per address). Volunteers log pledge/DNC; profiles update.

Clean ops

Credits for invalids beyond threshold. VAN/NationBuilder templates provided.

Compliance & privacy

Consent & 10DLC

Opt‑ins labeled. 10DLC registration + content review before first SMS. One‑tap STOP included.

CAN‑SPAM/TCPA

Copy includes disclaimers and required language. Suppression files honored.

FEC‑ready

Disclaimers and memo fields tokenized. Exports align with treasurer workflows.

What we refuse

No scraped DMs. No ignoring DNC/opt‑outs. No autodial/robo‑text tricks.

Delivery & Plan

Single Plan

200 fully researched prospects / month

  • Delivered weekly in 4 batches of 50
  • Verified reach (email, SMS-grade mobile, phone, address)
  • Public-signals psychological profile + action notes per record
  • Compliance flags (TCPA/10DLC, opt-outs) and disclaimer tokens
  • Import-ready CSV/XLSX/Sheet; VAN / NationBuilder / PDI templates
Week 150 profiles
Week 250 profiles
Week 350 profiles
Week 450 profiles

Accuracy Guarantee: We provide credits for any invalid records beyond agreed-upon thresholds, ensuring you only pay for quality data.