Dataro’s models help you understand your supporters better by analyzing their past behavior and predicting preferences and future responses.
Below is an overview of each model available in the Dataro Platform, the contacts eligible for scoring, and the exact actions that it predicts.
Model definitions
Direct Mail (DM) Models
Model name |
Eligible contacts |
Action predicted |
Prediction output |
Available in CRM? |
DM Appeal |
All contacts with at least 1 previous contribution |
Donate more than $10 to One-Off mail in the next 3 months with a category in ('Appeal', 'Newsletter', 'Acquisition', 'Emergency') |
Scores of 0%-100% and donor ranks |
Yes |
DM Appeal >500 |
All contacts with at least 1 previous contribution |
Donate more than ($/£) 500 to One-Off mail in the next 3 months with a category in ('Appeal', 'Newsletter', 'Acquisition', 'Emergency'). |
Scores of 0%-100% and donor ranks |
Yes |
DM 24M Lapsed |
Contacts who have made at least one previous contribution, but have not made any donations in the last 24 months |
Make a One-Off donation in the next 3 months |
Scores of 0%-100% and donor ranks |
Yes |
Expected ROI |
All contacts with at least 1 previous contribution |
Likely net revenue generated by inclusion in a direct mail appeal. |
Positive or negative monetary value |
No |
Recurring Giving (RG) Models
Model name |
Eligible contacts |
Action predicted |
Prediction output |
Available in CRM? |
Convert to RG |
Contacts with at least 1 previous contribution, but no history of recurring giving |
Donates a recurring gift in the next 6 months |
Scores of 0%-100% and donor ranks |
Yes |
RG Upgrade |
Contacts that have made 1 or more recurring contributions in the last 90 days, without any recent recurring gift failures |
Donates a maximum value in the next 90 days at least ($/£)5 higher than the last 90 days. |
Scores of 0%-100% and donor ranks |
Yes |
RG Churn |
Contacts that have made 1 or more recurring contributions in the last 90 days, with an active commitment more frequent than every six months |
Does not make a recurring contribution in the next 6 months. |
Scores of 0%-100% and donor ranks |
Yes |
RG Reactivation |
Contacts that have made at least 1 recurring contribution with a commitment more frequent than every six months, but have not made a recurring contribution in the past 6 months |
Donates a recurring gift in the next 6 months. |
Scores of 0%-100% and donor ranks |
Yes |
Philanthropy and stewardship models
Model Name |
Eligible Contacts |
Action predicted |
Prediction output |
Available in CRM? |
Mid-level |
All contacts with at least 1 previous contribution |
Donates more than midlevel threshold and less than major giving threshold in the next 12 months by One-Off donations. |
Scores of 0%-100% and donor ranks |
Yes |
Major Giving |
All contacts with at least 1 previous contribution |
Donates more than major giving threshold in the next 12 months by One-Off donations. |
Scores of 0%-100% and donor ranks |
Yes |
Gift in Will |
All contacts with at least 1 previous contribution |
Confirms a bequest / legacy gift in the next 12 months. |
Scores of 0%-100% and donor ranks |
Yes |
Other models
Model Name |
Eligible Contacts |
Action predicted |
Prediction output |
Available in CRM?* |
First Gift |
Contacts who have received email communication but have no previous contributions |
Makes a donation of any amount in the next 3 months |
Tier rankings of cold, cool, warm and hot. Supporters classified as "hot" are likely to yield a positive ROI on a conversion campaign, while warm and cool donors may benefit from more nurture efforts. Those classified as "cold" are unresponsive and may indicate data hygiene concerns such as bounced emails. |
No |
Future Giving |
All contacts with at least 1 previous contribution |
Total giving value over the next 5 years |
Tiers of <$500k, $500-$1k, $1k-$5k, $5k-10k, $10k-$25k, $25k-$100k, and >$100k. |
No |
TM Appeal* |
All contacts with at least 1 previous contribution |
Donates $10 or more to a One-Off Phone campaign in the next 3 months |
Scores of 0%-100% and donor ranks |
No |
DM Raffle* |
All contacts with at least 1 previous contribution |
Donates more than $10 to One-Off Mail Raffle in the next 3 months. |
Scores of 0%-100% and donor ranks |
Yes |
Appeal EDM* |
All contacts with at least 1 previous contribution |
Donates more than $10 to One-Off Email in the next 3 months. |
Scores of 0%-100% and donor ranks |
No |
*not included in Platform by default
Donor preferences & personalization
Model Name |
Eligible Contacts |
Action predicted |
Prediction output |
Available in CRM?* |
Channel Recommendation |
All contacts |
The channel a contact has given the highest total amount through. If all of them are equal or no donations have been made, the channel with the highest number of responses. |
Recommended channel (Mail, Email, Phone, SMS) |
Yes |
Favorite Channel* |
All contacts |
The channel a contact has donated through most often. |
Mail, Email, Phone, SMS |
Yes |
Ask Amount Recommendation |
All contacts with at least 1 previous contribution |
Suggested single giving (SG) Ask Value. Considers both single and recurring giving history, prioritizing appeal then non-appeal donations, mean and maximum of past donations, and median value of successful first donations. |
Recommended ask amount, minimum value £5 or $10. |
Yes |
Interest Areas* |
Contacts who have received email communication |
The content topic which the contact has most interacted with through opening and clicking on emails. |
Interest areas (user defined) |
No |
Age Inference |
All contacts |
Likely age |
Likely age, rounded to the nearest 5th year. |
No |
Gender Inference |
All contacts |
Likely gender |
Male, Female, Unknown |
No |
*only available for certain CRMs, may include additional cost and/or require email platform connection.