SAGA
Sample data preview. Not a live account.

Let’s talk

Questions, a walkthrough or ready to get started? Email Beau, SAGA’s founder, and Beau will get back to you directly.

beau.paulsen@sagacrm.io
Email Beau

Opens your email app. If nothing happens, copy the address above.

Donors

Jordan Novak

Lapse risk

Individual · Donor since Oct 1, 2018

  • jordan.novak@example.org
  • No phone on file
  • 9 Elm Ct, Portland, OR 97212
Annual donor

Lifetime giving

$2,300

Gifts

2

Largest gift

$1,200

Last gift

$1,200

Sep 20, 2025

Suggested next step

Annual gift reminder

Giving history

DateAmountCampaignMethodRestrictionReceipt
Sep 20, 2025$1,200General fundCheckUnrestrictedSent
Sep 18, 2024$1,100General fundCheckUnrestrictedSent

From your agents

  • Return Series

    Email draft

    Your annual gift, and what it did

    Annual donor · usually gives in September · now overdue

    Open in Return Series

Their story

  1. First annual gift: $1,000

    Year-End Appeal.

  2. Last annual gift: $1,200

    Usually gives in September.

  3. Annual gift is overdue

    Moved to lapse risk overnight.

Like what you see?

Have questions, or want SAGA for your organization? Get in touch with the founder.

Let’s talk

Questions, a walkthrough or ready to get started? Email Beau, SAGA’s founder, and Beau will get back to you directly.

beau.paulsen@sagacrm.io
Email Beau

Opens your email app. If nothing happens, copy the address above.