The activation model
that turns patients into major donors.
We activate patient-to-donor conversion across annual, mid-level, and major gifts using seven layers of care journey intelligence. A clinically-intelligent philanthropy system that understands every patient care journey and activates giving readiness at the right moment.
The Clinically-Intelligent Philanthropy Activation Model
A new operating model that combines care journey intelligence, donor understanding, and coordinated clinical engagement to accelerate patient-to-donor.
Our clinically-intelligent philanthropy model activates the full enterprise — clinicians, gift officers, patient experience, and frontline staff — around the patients most ready to give at the moment most likely to convert.
One platform. Every stage of the donor journey.
- Understand the Care Journey — How different care experiences — cancer, cardiac, maternity — shape gratitude, engagement, and philanthropic opportunity.
- Identify Giving Readiness Earlier — Using clinical signals, gratitude expressions, and engagement data — not wealth alone.
- Personalize Based on Patient-Donor Phenotypes — Richer than donor segments — built from the actual care experience, gratitude signals, and giving history.
- Activate Enterprise-Wide — Clinicians, patient experience, gift officers, and frontline staff coordinated around the right moment.
Want to see the platform in action?
Request a DemoOur results span all levels of giving.
The benchmarks and frameworks redefining grateful patient fundraising.
Clinically-Intelligent Philanthropy: The New Activation Model for Accelerating Patient-to-Donor Conversion
Every care experience your system delivers is a philanthropic signal. Most foundations never see it. Here is how the ones that do are pulling ahead.
The Pipeline and Retention Numbers Your Board Should Be Asking About
Pipeline, retention, and ROI across foundation peers - the most-cited benchmarking study in healthcare philanthropy, now in its 2025 edition.
From barriers to gifts. The full philanthropy model.
From the barriers blocking grateful giving to the intelligence and activation that convert patients into donors — here’s how it works, section by section.
Barriers to faster, higher-value grateful patient giving.
Wealth screening finds donors. Clinical intelligence finds the right ones — and activates them.
Our seven-layer intelligence model goes far beyond traditional prospect research, drawing on clinical history, gratitude signals, care acuity, and consumer behavior to surface patient-donors with the highest propensity to give. But intelligence alone isn’t enough — we pair it with full-service activation, deploying personalized stewardship and solicitation content across every channel to turn insight into gifts.
Wealth screening finds capacity. Phenotypes find the gift.
Most philanthropy programs build outreach around who they think their donors are. We build it around who they actually are. Our phenotype model synthesizes clinical history, prior giving behavior, care intensity, and gratitude expression to create a living, data-driven profile of each patient-donor — one that adapts as they move through the care journey and informs every outreach decision from annual fund to major gift.
The care journey is the giving journey. We make sure your team never misses a moment.
Every patient encounter is an opportunity to surface gratitude and build a philanthropic relationship. We equip clinicians with the tools to share the program naturally during care, capture patient stories in real time, and follow up with personalized outreach that keeps patients engaged long after discharge. Closed-loop recognition ensures your staff is celebrated and your pipeline keeps growing.
Build a grateful patient program that actually converts.
Our clinically-intelligent model helped Inova Health System achieve a 55% YOY increase in annual giving revenue and secure $300K in major gifts from first-time donors in just 4 months. In 30 minutes, we’ll scan your EHR data to show you the exact pathways to duplicate these results.
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