Lapse risk, assessed honestly
Signals that raise concern weighed against signals that calm it, with the evidence for each and what to verify manually before acting.
Which sustainers are at risk of lapsing this month?
Ignite AI Agents · Fundraising
Retention that speaks upbefore donors go quiet.
The Retention agent works your live donor data to assess lapse risk, recommend recovery moves for interrupted recurring gifts, and rank which donors need attention now. Recommendations, not automations: it proposes the move and shows the evidence.
Lapse-risk assessment
Marcus Oduya
Monthly sustainer · $40 for three years
Two missed payments after a card expiry. Engaged everywhere else, and recoverable.
- Two missed monthly gifts since April; card expired 04/26Gift records
- Opened both recent newsletters; RSVP’d to the spring tourEngagement
- Unknown: no personal contact logged since MarchGap, listed
- Next action: card-update note, then a thank-you callRecommendation
Visible evidenceUnknowns listed
Proposed retention taskPending
Proposed, not sent. Waits for your approval.
Every retention read carries
- Visible evidence
- What the CRM actually shows, separated from inference
- Best current read
- Risk and recovery framed as a best current read, not certainty
- Material unknowns
- The gaps that weaken confidence, called out when they matter
- One operator move
- A single next action for a donor, a ranked shortlist for a cohort
From quiet signals to a save.
Ask about one donor or a scoped cohort. Every answer separates what the record shows from what it probably means, and ends with a move.
Failed-payment recovery moves
When a recurring gift looks interrupted, the agent confirms the gap is real, then recommends the safest recovery move a donor-services rep can actually run.
Show me donors with failed recurring payments in the last 30 days.
Upgrade readiness, responsibly
Flags stable, loyal sustainers who look ready for a thoughtful step-up, and says stewardship instead when the donor looks fragile.
Who are our best candidates for an upgrade from $25 to $50 a month?
Donors needing attention
A ranked queue from a scoped cohort: who most needs action now, why they rose to the top, and the recommended move for each.
Which donors in our sustainer file need attention first this week?
Reactivation opportunities
Scans a lapsed or dormant cohort for donors with real prior loyalty, including workplace donors who pledged last year but not this year.
Find lapsed donors from last year who are good reactivation candidates.
One clear save action
One recommended retention move, why it wins over the alternatives, and what would change the call. Outreach, stewardship, investigate, or hold.
What’s the best save action for this donor?
How the agent works
Scope, gather, frame, recommend.
The same operating discipline runs behind every request, whether it covers one donor or a whole cohort.
01
Scope
Sizes the request: one donor or a scoped cohort. Requests that are too broad get narrowed first, and misrouted ones get pointed to the right agent.
02
Gather
Pulls donor statuses, recurring-plan detail, transactions, pledges, giving history, and engagement from the live record.
03
Frame
Picks the right artifact: status review, lapse-risk assessment, recovery move, upgrade readiness, attention queue, or reactivation scan.
04
Recommend
States what the CRM shows, then the operational read. One practical move for a donor, a ranked shortlist for a cohort.
The queue, with the signal behind each name.
Inside the retention report
Five sections, in the same order every time.
Whether it covers one donor or a cohort, every report follows the same discipline: what is true, what it means, and what to do about it. Here is the retention status report.
- 01SummaryThe retention picture and the operational takeaway.
- 02Current retention pictureWhat is visibly true: continuity, recency, stability, status.
- 03Health, risk, or status signalsThe indicators pushing toward healthy, fragile, or at risk.
- 04Material unknownsThe missing information that weakens confidence.
- 05Recommended next actionOne move for a donor. A ranked shortlist for a cohort.
Retention report
Ready to reviewThe retention picture in plain language, and the operational takeaway.
Signals separated from unknowns, so confidence stays honest.
- Plan continuity and payment recencyCRM · Recurring plan
- Giving cadence measured against past behaviorCRM · Transactions
- Engagement level and lifecycle stageKPI classifications
Visible evidenceUnknowns listed
Want to see a lapse-risk assessment built on your own data?
Book a working sessionGoverned by design
Built for steady hands.
Recurring revenue is nervous territory. The agent is built to keep operators grounded: visible evidence first, no invented failures, and no ability to touch billing.
See the governance modelIt does not diagnose what it cannot see
Decline reasons, card expirations, retry outcomes, hidden processor events: the agent won’t present what it cannot see as fact. Interruptions get checked as real before anyone escalates.
Billing stays out of reach
The agent has no billing access and no write path to payment plans. Recovery moves are recommendations for your donor-services team to run.
Upgrades wait for stability
No upgrade recommendation for a donor who looks fragile, and wealth is not treated as readiness. Sometimes the right call is stewardship.
It stays in its lane
Requests that are really acquisition, qualification, or major-gift strategy get named as such and pointed to the right agent.
Start narrow. Widen the gates as trust grows. The pace is your team's call.
Works from the signals already in your CRM.
No exported spreadsheets, no side dashboards. The agent reads statuses, plans, and history from the live record, and its insights land back in the record.
- Recurring plans
- Giving history
- KPI classifications
- Segments and campaigns
Available in the Intelligence Hub, embedded in constituent records, and in the chat panel inside Ignite.
Where the work goes next.
View all agentsMajor Gift
Meeting prep, ask strategy, and cultivation plans for the prospects your retention work surfaces.
See the agent
Prospect Research
Sourced qualification briefs and deterministic scoring for new prospect work.
See the agent
Constituent Support
Plain-language answers from your live data, with sources shown.
See the agent
Proven foundation
Built from the ground up on a modern, AI-first architecture.
Ignite is a new platform, built by the team nonprofits have trusted with their constituent and financial data for over 15 years.
4.5/5
Average on G2.
20M+
Constituent profiles managed across the StratusLIVE platform family.
$1B+
In annual giving processed across the StratusLIVE platform family.
“One source of the truth about our contacts, donors, and partners that is easily kept up to date.”
Robert W.
Director of Fundraising Operations & Digital Solutions
Verified review · G2
“A powerful tool that empowers our team members to not only enter new data but also see a historical perspective of our donors and corporate partners.”
Maria M.
Director of Investor Management
Verified review · G2
Honest questions
The questions teams actually ask about this agent.
Straight answers on trust, control, and your data. The full security posture, providers included, is on the Trust & Security page.
Can we trust an AI agent near recurring revenue?
The agent cannot touch billing: it has no billing access and no write path to payment plans. It reads your live donor data, assesses lapse risk from the recency, engagement, and plan signals in your records with the evidence for each flag shown, and recommends recovery moves that your donor-services team runs.
Is this a chatbot bolted onto our donor file?
No. A bolted-on chat tool cannot see your donors and cannot show its work. The Retention agent works from recency and engagement in your live records, flags risk with the evidence behind each flag visible, and proposes moves rather than automating them.
What happens when a flag is wrong?
A flag you disagree with shows the signals that raised it, so you can weigh the evidence and overrule it. The agent proposes and never executes, and it will not present what it cannot see as fact: decline reasons and processor events beyond its view are marked unchecked rather than invented.
Does our giving data train AI models?
Prompts and outputs are not used to train foundation models by default, and model routing follows data sensitivity: more protective handling for more sensitive tasks. The full posture, providers included, is on the Trust and Security page.
Watch a lapse-risk assessment come together.
Book a working session and see the Retention agent read a live record, evidence and all.