Know exactly who to ask,
for how much & when
SAPu Stewardship turns donor tier, capacity, and engagement signals into a recommended ask amount, timing, and next best action, right on the contact record.
The Ask Panel
See the recommended ask amount for this donor, what it would take to move them into the next tier, and the best time to reach out.
Next best action
See a suggested next step for this donor, such as a call, an impact report, an event invite, or an upgrade ask, along with where they are in their journey.
Capacity signals
See how engaged a donor has been over the last 90 days and whether that's rising or falling, plus an estimate of their giving capacity when it's available.
Stewardship history
See every email, call, and event with this donor in one timeline, along with who on your team owns the relationship and what's already been noted.
A clear formula behind every recommended ask
Defaults your team can adjust, so the recommended amount always has a reason behind it.
Annual renewal
Last gift × 1.25
A straightforward step up from what a donor gave last time.
First upgrade ask
Mid-level threshold × 0.8
A soft ask just below the next tier.
Major gift ask
15% of liquid capacity
For donors with a wealth screening estimate on file.
Lapsed donor
Matches last gift
No upgrade pressure while re-building the relationship.
From a signal to a well-timed ask
Stewardship connects the dots between capacity, timing, and outreach so relationships move forward with intention.
Capacity signal rises
A wealth screening update or engagement score increase surfaces a donor as ready for a bigger ask.
Ask timing arrives
The Ask Panel surfaces the right moment to reach out, based on lapse risk and how long it's been since last contact.
Planned giving inquiry
A donor who signals interest in planned giving is moved into nurture and, eventually, legacy society stewardship.
Stop guessing at the next ask
Stewardship gives every relationship a clear next step instead of relying on memory or gut feel.
Guessing at the next ask
Ask amount picked from memory or gut feel
Timing depends on someone remembering
Touchpoints scattered across notes and inboxes
No clear next step for any given donor
SAPu Stewardship
Ask amount calculated from a clear formula
Timing suggested from lapse risk & contact history
Every touchpoint logged on one record
Next best action recommended automatically
