Strategic Clarity for Complex Fundraising Data
Unlock the power of fundraising data by turning complexity into clarity and insight into action, supported by AI-assisted analysis.
Insight360 provides a structured way for charities to understand their fundraising data and interpret what it is showing, using the information they already have.
A clearer way to understand fundraising performance
Fundraising data answers many different questions, but those answers are often spread across reports, dashboards, and timeframes.
Insight360 brings these perspectives together into a coherent structure. Rather than adding more reporting, it helps organizations understand how key aspects of fundraising performance relate to one another.
The result is a shared, decision-ready view of performance, risk, and opportunity.
What I believe
I believe fundraising data should help people get the right answers at the right time.
Organizations often work with either limited data or large amounts of information spread across systems and reports. My work focuses on helping teams interpret that information through a clear, shared framework, using the data they already have.
Insight should make it clear where performance is strong and where attention is needed
Interpretation should be consistent and usable across teams
Analysis should support timely decisions about priorities and next steps
Who this approach supports
Fundraising Directors
Gaining a high-level view of performance and long-term trends to inform strategic investment and organizational goals.
Fundraising Account Managers
Understanding segment performance, donor retention, and campaign impact to support day-to-day prioritization and execution.
Database & CRM Managers
Aligning data structures with reporting needs so insight can be trusted, shared, and used consistently.
Insight360 Framework
An interpretation-first framework, supported by AI to surface patterns, signals, and context faster.
These perspectives work together as a single system, helping teams move from observing what happened to interpreting what it means and deciding what matters next.
Donors & Revenue (Donor Base)
The size, composition, and financial foundation of the donor base, grounded in real transactions rather than aggregated totals alone.
Participation
Period-based donor participation, showing who is active, absent, returning, or dropping out over time.
Milestones
Key donor events and their timing, describing how donor relationships form, deepen, or stall.
Lifecycle
A current snapshot of donor engagement state, showing where donors stand at a given moment in the relationship.
RFMT
Recency, Frequency, Monetary value, and Tenure combined to reveal giving patterns and relationship depth.
About Me
I’m Jim
I help charities get clear answers from their fundraising data.
More than 30 years working with charitable organizations
Experience across Europe, the US, and Asia
Deep focus on fundraising data, reporting, and interpretation
Helping teams move from fragmented information to shared understanding
