The Intelligent Giving Platform, powered by Dataro, adds donor intelligence to Bloomerang CRM. This intelligence includes predictive scores, research reports, and recommendations that help you:
Start each day with a prioritized list: The Daily Recommendations tile on your Home page shows the most valuable actions your organization can take right now, so your team can start with the highest-value opportunities. Read more about daily recommendations.
Understand what constituents are mostly likely to do next. For constituents with at least one donation, the constituent record tells you whether that person is likely to give, lapse, upgrade, or be ready for a major gift. No need to build your own report.
Prepare for high-value conversations: Before you meet with a constituent, get an on-demand, source-cited research report in minutes.
Turn insight into action: Each constituent record has a recommended next action, so your team knows where to begin. With one click, generate a prewritten email or assign a task based on this recommendation.
With the Intelligent Giving Platform, you’re in control. The intelligence prepares and drafts, and your team reviews, decides, and sends. Nothing reaches a constituent automatically.
Daily Recommendations
The Daily Recommendations tile on your Home page ranks the most valuable actions your organization can take right now, so your team starts the day with a short list of who to contact and why instead of opening records one at a time.
Bloomerang CRM builds the list from Dataro's Predict AI scores for constituents who have given at least one donation, prioritizing retention risk first, then major giving opportunities, solicitation timing, and upgrade or mid-level growth. Recommendations refresh daily, and every user at your organization sees the same list.
Each recommendation offers one action you can take right away: create a task for the constituent, draft a message to them, or start a ProspectAI research report. What you can do depends on your Bloomerang CRM permissions. Nothing reaches a constituent until you review it and send it. For more information about daily recommendations, read Act on Recommended Actions.
Donor Intelligence Scores (Predict AI)
When you view a constituent record, donor intelligence scores appear on the Summary tab, powered by Dataro’s Predict AI.
These scores tell you whether the constituent is likely to upgrade to the next giving level, give again, become a recurring donor, or lapse (churn) from a monthly recurring donation. Predict AI also calculates the optimal ask amount for you. Scores automatically refresh each week.
How Do I Take Action Based on Donor Intelligence?
Next Action appears next to a score to show you the recommended next step. To capture this recommendation right away, you can click to create a task for that action.
For example, donor intelligence shows a constituent might be ready to upgrade to the next giving level. When you click Create Task, Bloomerang automatically creates a task for a mid-level discovery call. You can manage this task like you would any other task.
Research Report (ProspectAI)
When you view a constituent record, you can request an on-demand research report on the ProspectAI tab, powered by Dataro.
After you click Enrich Profile to request the report, this information appears on the ProspectAI tab in five to ten minutes:
Executive summary: Short description of the constituent and the report's key findings
Prospect intelligence: At-a-glance summary of key indicators: Gift capacity, Optimal ask, Prospect score, and Last gift
Affinity assessment: How the constituent’s giving and engagement align with cause areas
Events: Event participation
Capacity assessment: Combination of wealth and giving-capacity indicators, such as estimated net worth, salary, recent donations, gift capacity, and total value of shares
Professional background: Current role, past roles, and education
Charitable giving history: Publicly documented donations to your organization and other organizations, from public filings and news. Shows only realized donations.
Due diligence: Public news and web sources for concerns such as potential PR risks, legal issues, or problematic statements
You can also download this report as a PDF.
How Do I Take Action Based on a Prospect AI Report?
To take action right from the Prospect AI report, you can click to:
Draft an email. Bloomerang CRM automatically drafts a cultivation email that includes key information about the constituent.
Create a task. Bloomerang CRM automatically assigns you a cultivation task for this constituent.
Ask Penny About Donor Intelligence
You can also ask Penny about donor intelligence instead of opening a constituent record. Penny works from any page in Bloomerang CRM.
Ask Penny about a constituent's Predict AI scores, optimal ask amount, or ProspectAI report:
What is John Smith's likelihood to become a major donor?
What is Mark Smith's optimal ask amount?
Summarize John Smith's ProspectAI report.
You can also ask Penny to rank or filter donor intelligence scores across multiple constituents, and combine a score with other Bloomerang CRM data:
Who are our donors that have a likelihood to become a mid-level donor score of 70 or higher?
Who are the donors likely to become a major donor that I haven't called in the last 90 days?
When a list of constituents could work as an ongoing segment, ask Penny to save the list as a group.
How Much Does it Cost and How Do I Get Started?
The Intelligent Giving Platform is available as an upgrade to your Bloomerang subscription. To get more information about adding it to your subscription, fill out this interest form.
After you purchase the upgrade, your organization receives a generous amount of credits to power new platform capabilities:
ProspectAI reports
Data Health Agents: Automatically show potential duplicate constituents and recommend capitalization changes to correct the formatting.
Additional AI agents and other intelligent capabilities: Will be released in 2026 and beyond and become included in our Intelligent Giving Platform.
Predict AI scores refresh automatically and don’t use credits.
Through the end of 2026, the Intelligent Giving Platform is in an introductory period. A credit allowance is included with the bundle, with no hard caps and no overage charges during this period.