No CRM? No Problem!
Donor insights from a
spreadsheet upload.
Reveal who's ready to upgrade, who's a lapse risk, and get recommended ask amounts. Donor Insights from attaché provides actionable data, dashboards, and segmentation in seconds from a spreadsheet upload.
Whether you're a small nonprofit managing gift data from a spreadsheet or a major gift officer managing a portfolio, the attaché Donor Insights Hub removes complexity and gives you the information you need without special report requests, IT support, or consultant involvement.
A Dashboard & Donor Profiles that go wherever you go.
Log in to the Donor Insights Hub from your mobile phone, and you have a static dashboard, donor profiles, giving histories, and a donor contact directory wherever you go.
Know who's ready to upgrade & who's at risk of lapsing.
Frequently Asked Questions
No. In fact, you don't need a CRM,
Our Donor Insights Hub sits on top of whatever you use today as a standalone tool. Export a CSV or Excel file, upload it, and see your segmented data.
CSV and Excel (.xlsx)
The platform handles parsing, deduping, and tiering automatically.
Yes. Absolutely
Accounts are password-protected, data is encrypted at rest and in transit, and we never sell, share, or use your donor data to train models. You can delete your data at any time.
Test for Free. Continue for $15 month
There's a free tier to test it with your data, a Self-Serve plan at $15/month for individual fundraisers, and a Strategy plan at $999/month that includes comprehensive, retained Virtual Nonprofit Counsel that includes monthly strategy calls.
Immediately
Most uploads finish in under a minute, and the dashboards are ready the moment they do.
Anyone managing Donor Data
Nonprofit fundraisers at small and mid-sized organizations, the people doing the work without a dedicated data team behind them. Mid-Level and Major Gift Officers, & Leadership.
attaché Donor Insights
Find the next major gift hiding in your
mid-level file.
Fundraisers managing portfolios and nonprofits managing entire databases sit on years of giving data they don't have the time, tools, or staff to use. attaché Donor Insights
closes that gap.
Upload a CSV or Excel file of your donors and gifts, and the platform instantly maps your giving trends, flags donors at risk of lapsing, and identifies the supporters most likely to say yes to a bigger ask. No CRM migration. No data team. Just the answers you need, when you need them.
Spot the donors slipping away, while there's still time.
Our donor insights compare each donor's giving cadence against their personal history and your file as a whole, then surface the ones whose patterns indicate they're about to disappear. You get a prioritized list, not a 200-row export.
Find the next major gift hiding in your mid-level file.
Identify donors whose giving frequency, recency, and trajectory suggest they're ready for a larger ask. Every name comes with a giving history that justifies the conversation.
See your year-over-year story at a glance.
Visual trends across gift size, frequency, and donor cohorts — designed for fundraisers, not data analysts. Spot the campaign that worked, the segment that's softening, and the month you should have run more outreach.
Walk into every meeting prepared.
Click any donor for a clean, shareable profile: total giving, gift cadence, largest gift, and a full chronological timeline. Briefings that used to take an hour, ready in a click.