Fundraising Intelligence
Designed for nonprofit fundraising teams.
Intelligence that turns into action. Not another dashboard.
Calenta finds the donors who need attention, tells your team what to do, and helps them act on it — without ever logging into the CRM. Daily-refreshed intelligence and a monthly strategic report, built from your live CRM data.
Integrates with Salesforce · Powered by Claude
Priority Action — Today
Sarah’s portfolio · 6 actions
Margaret Whitmore Household
Major Donor · Champion tier · 6-year donor
$48,250 lifetime · $7,500 last gift · 14 months silent
Why now
- •14 months silent — final stretch of LYBUNT recovery window before retention drops sharply
- •Capacity rating upgraded to A this quarter (~$2M+ via DonorSearch)
- •Attended Spring Gala 2 weeks ago — no follow-up logged
Recommended action
Personal call this week. Reference her 5-year Kids Program advocacy. Stretch ask: $50,000 toward the capital campaign — defensible based on capacity refresh and lifetime giving pattern.
Ranked by impact · Grounded in your data + best practices
+5 more →
Monthly
Strategic intelligence report
Trajectory · retention · pipeline · benchmarks · ranked actions
9 dimensions
Of fundraising analysis
Retention · revenue · donor movement · pipeline · recurring · capacity · board · calendar · prospects
Frontier AI
Powered by Claude
Anthropic's most capable models behind every recommendation
Seconds
Ask anything live
Real-time queries on your CRM — no reports to build, no waiting
The problem
Your donor data knows things your team doesn’t.
CRMs are friction-heavy. Even teams that log gifts and conversations diligently struggle to turn that data into action — pulling the right metric, finding the warm donor, or piecing together a coherent picture of who to call this week is its own project. The data is there. What’s missing is the layer that turns it into direction.
Hours running reports just to know who to call this week
Lapsed donors you didn’t notice until they were gone
Officers working portfolios without a clear priority
Data buried in a CRM no one wants to spend time in
What Calenta does
Stop running reports. Start taking action.
Calenta isn’t a dashboard you bolt onto your CRM. It’s where your team actually works donors — conversationally, day-to-day, and at the strategic level.
Surface what matters
Priority donor actions, donor briefs, and an org health snapshot — surfaced from your live CRM data, grounded in your fundraising strategy, and scored against industry best practices. Every recommendation explains its reasoning.
Sarah Chen, $5K last March, 8 months silent, in recovery window. Recommended: $7,500 stretch ask after a personal call.
Monthly intelligence report
A board-ready strategic report each month — trajectory scenarios, retention gaps, pipeline coverage, benchmarks, and ranked actions.
Conservative → $1.94M. Pipeline-converts → $3.24M. Goal $2.5M. Here’s the gap and where it’s closing.
Act without leaving chat
Update opportunities, log calls, create tasks — just by chatting. Your team works in chat; your CRM stays your system of record. Every change is written back with full audit trail.
“Just got a $25K verbal from TechCorp” — opportunity moves to Pledged, activity logged, all auditable.
How it works
From your database to your team’s next move.
Calenta connects your fundraising strategy, your CRM data, and nonprofit fundraising best practices — then surfaces the risks, opportunities, and next moves your team can act on instantly to reach your fundraising goals.
Most AI fundraising tools are read-only dashboards. Calenta is the first that lets your team act — with every change written back to your CRM under their own login.
Connect your CRM
One-click Salesforce OAuth. No data migration. No IT ticket. Calenta reads your existing records as they live today.
Calenta learns your organization
Your fundraising goals, fiscal year, staff portfolios, programs, tier definitions, and custom CRM setup — combined with industry standards and best practices.
What matters surfaces
Lapsed donors, stalled cultivations, upgrade-ready mid-level donors, board participation gaps — all flagged and ranked by impact. Grounded in your data and what actually works.
Your team gets daily clarity
Priority actions, donor briefs, and org health — available the moment your team asks. Plus a monthly intelligence report your board can read.
Update the CRM by chat
Log calls, advance opportunities, create tasks — just by chatting. Your team never opens the CRM, but every change is written back with full audit trail.
Inside Calenta
Three layers. One continuous loop.
Calenta is built around how good fundraising organizations actually run — ground every move in your goals, your data, and what actually works, then turn that intelligence into your team’s daily focus.
Your CRM data
Live donors, gifts, opportunities, activities, campaigns, and custom fields — straight from Salesforce.
Your org context
Fundraising goals, fiscal year, staff portfolios, tier definitions, programs, stewardship standards.
Fundraising knowledge base
Industry benchmarks, retention playbooks, ask-amount frameworks, moves management, capacity scoring.
Output
Your monthly Fundraising Intelligence Report
A board-ready document showing where you are, where you’re heading, and what’s at risk — trajectory scenarios, retention gaps, pipeline coverage, benchmark comparisons, top-ranked priority actions, and strategic recommendations grouped by horizon.
Priority actions
A ranked daily worklist for every officer — every action tied to a metric in the intelligence report.
Donor briefs
One-page deep-dives with giving history, suggested ask, and the reasoning behind every recommendation.
Org health snapshot
Live dashboard with revenue, pipeline coverage, retention, and trajectory scenarios.
Chat-first execution
Ask questions, log calls, advance opportunities — every change writes back to your CRM with audit trail.
Every CRM update feeds the next cycle. Your fundraising organization runs as a continuous loop, not a quarterly report.
See it in action
Ask. Act. Done.
Calenta meets your team where they already work. Use it inside Claude alongside your other AI tools, or in the Calenta web app with the full dashboard. Same data. Same source of truth.
Sarah
Calenta
Margaret Whitmore is your top priority. Major donor, $48K lifetime, 14 months silent — last in the LYBUNT recovery window. Capacity rating just upgraded to A.
Recommended: Personal call this week, $50K stretch ask grounded in her capacity and giving pattern.
Sarah
Calenta
✓ Updated in Salesforce
- • TechCorp opportunity → Pledged · $25,000
- • Verbal commitment activity logged
Their CSR team flagged food security as a 2026 priority — want me to set up a $50K Mobile Pantry conversation?
What leadership gets
Your monthly Fundraising Intelligence Report.
A board-ready document delivered each month — trajectory scenarios, retention gaps, pipeline coverage, top priority actions, and strategic recommendations. The same intelligence powering your team’s daily focus, written for leadership.
Fundraising Intelligence Report
[Organization] · April 2026
Executive Summary
Revenue is down 23.4% year-over-year, driven by major donor attrition. Pipeline coverage is strong (4.4× total) — but only if $1.17M in Solicitation-stage pipeline converts by fiscal year-end. Board participation at 67% is below the 100% threshold for grant eligibility. First-time donor retention at 22% remains below the 30% benchmark.
Key Metrics
Revenue YTD
$1.82M
-23.4%
Pipeline (open)
$2.98M
Pipeline (weighted)
$1.69M
Donor retention
26.3%
below benchmark
Avg gift
$3,580
-3.9%
Board participation
67%
below target
Trajectory — Where Will We Land?
Goal: $2.50M · Weighted projection assumes Solicitation-stage opportunities close on time
Top Priority Actions
Calenta · Generated from your live CRM data
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Donor names redacted. Numbers from anonymized donor data.
Trust & Security
Built on your CRM’s own security model.
OAuth via your CRM
No shared passwords. Each user signs in with their own credentials.
Inherits your CRM permissions
Your team only sees what they're already allowed to see.
Full audit trail
Every Calenta change is written through your CRM API and visible in history.
Your data stays in your CRM
Calenta queries live. No donor data warehoused externally.
Who it’s for
Built for nonprofit fundraising teams of every size.
Solo development directors. Mid-size teams. Enterprise advancement shops. If your team has donor history sitting in Salesforce, Calenta puts it to work.
Solo development directors managing a full portfolio
Teams of any size who need shared portfolio visibility
Organizations running NPSP, Nonprofit Cloud, or any Salesforce CRM
Anyone with 2+ years of donor history ready to put to work
“We finally have a clear picture of where to focus every week. It’s changed how our team operates.”
— Development Director, early access partner
Early access
See what Calenta would find in your data.
We’ll share a sample monthly intelligence report and walk you through it. No sales call required.
Free pilot through Q3 2026 for early-access partners. Onboarding a small group before opening broadly.