May 22, 2025

Some nonprofits are exploring expensive analytics platforms for planned giving—complete with dashboards, donor heatmaps, and predictive scoring tools—”intelligence tools” as they are called. Often, these are rebranded business intelligence tools that have been given a “legacy twist” and called innovation. But here’s the question: Is this the right tool for organizations like yours? These platforms can generate meaningful insights… if you have 2,000,000+ prospects to analyze. But when your donor file has less than 100,000 people, do you need predictive algorithms to tell you who cares about your mission?