Capacity and Loyalty Models
PhilanthroPy models are specialized estimators for the fundraising domain. They follow the scikit-learn estimator interface but add fundraising-specific enhancements.
Capacity & Potential
The Share of Wallet Concept
Many donors give $1,000 but have the capacity to give $1,000,000. Finding this gap is critical. The ShareOfWalletScorer computes a normalized score (0 to 1) comparing an estimated capacity capability to modeled or known wealth. It effectively tells a gift officer how much room there is to grow a donor's giving.
Fundraisers using this tool will often need to justify this score to leadership. Quantitatively, it is defined as:
This ratio is rooted in industry standards and aligns with benchmarks established by organizations like Blackbaud and EAB.
Capacity Tiers
It's easier for human gift officers to interpret categories rather than numbers. PhilanthroPy can automatically categorize donors into operational tiers: * Principal: High Share of Wallet potential. * Major: Medium Share of Wallet potential. * Leadership: Currently maxing out given known capacity constraints.
Retention & Loyalty
Lapse Prediction
Identifying donors at risk of "walking out the back door." Models focusing on churn specifically zero in on the 12-to-24 month window post-gift, which is statistically the high-risk "cliff" for donor attrition.
Moves Management
Development officers manage large portfolios of prospects. Moves Management involves transitioning a donor from Identify to Qualify, Cultivate, Solicit, and Steward.
Unlike a binary "will they give?" model, PhilanthroPy's MovesManagementClassifier is a multi-class predictive tool that infers the optimal lifecycle stage of a donor based on recent engagement patterns. This optimizes the workflows of entire fundraising departments.