Why it matters
Giving totals only show part of a relationship. A donor who gives modestly but comes to every event and volunteers each month is closer to you than their gifts suggest, and is often your best prospect for a larger gift or a board seat.
A score is only useful if you can see how it was worked out. If nobody on the team can explain why a donor scored what they did, the number will be ignored, or worse, trusted when it is wrong.
How Steward shows it
Each profile shows an engagement score and a generosity score, both from 0 to 100 and measured against your own people. Engagement counts meetings, events attended, calls, email replies, survey answers, volunteer shifts and newsletter opens and clicks from the last 24 months, with recent touches counting most.
"See why" shows how each score was worked out, and every part opens the rows behind it. Under the name, a closeness word (Close, Warm, Cooling or New) says the same thing in plain language.
Related terms
- Affinity Affinity is how strongly a donor is connected to your organization and its cause: how much they care, how involved they are, and which parts of your work matter most to them.
- Donor journey Donor journey means the planned series of touches a donor experiences with your organization, from their first gift through thanks, updates and later asks, set out in advance so nobody falls through the cracks.
- Drift Drift is Steward's term for a donor moving away from their own usual giving rhythm before they lapse: they are well past the date their pattern says their next gift was due, but not yet gone.
The free Lost & Found audit reads a giving export in your browser and shows your lapsing donors and what they used to give. Nothing is uploaded. Then bring the same file to a 20-minute demo.