SAGA
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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

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Donors

Possible duplicate record

Maria Chen and Maria L. Chen share an email address. SAGA can merge them for you.

Review the match

Maria Chen

Lapse risk

Individual · Donor since Mar 12, 2019

  • maria.chen@example.org
  • (503) 555-0142
  • 118 Alder St, Portland, OR 97205
Former monthlySite visit 2024

Gave in memory of her mother, who volunteered at the pantry for 20 years. Asked about the youth program on her 2024 visit.

Lifetime giving

$5,000

Gifts

27

Largest gift

$2,500

Last gift

$1,200

Sep 2, 2025

Suggested next step

Personal note from Alex

Giving history

DateAmountCampaignMethodRestrictionReceipt
Sep 2, 2025$1,200General fundCardUnrestrictedSent
Dec 14, 2022$2,500General fundCardUnrestrictedSent
Nov 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Oct 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Sep 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Aug 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Jul 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Jun 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
May 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Apr 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Mar 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Feb 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Jan 1, 2022$50RecurringGeneral fundCardUnrestrictedSent
Dec 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Nov 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Oct 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Sep 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Aug 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Jul 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Jun 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
May 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Apr 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Mar 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Feb 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Jan 1, 2021$50RecurringGeneral fundCardUnrestrictedSent
Dec 1, 2020$50RecurringGeneral fundCardUnrestrictedSent
Mar 12, 2019$100General fundCardUnrestrictedSent

From your agents

  • Morning Brief

    Call task

    Call Maria Chen

    Lapse risk · 13 months since last gift · $5,000 lifetime

    Open in Morning Brief
  • Return Series

    Email draft

    Thinking of you and the youth program

    13 months since last gift · gave in memory of her mother · visited in 2024

    Open in Return Series

Their story

  1. First gift: $100

    Came through a friend’s peer-to-peer page.

  2. Became a monthly donor

    $50 a month for two years.

  3. Gave $2,500 in memory of her mother

    “Mom volunteered at the pantry for 20 years.”

  4. Toured the program site

    Met Alex Kim and asked about the youth program.

  5. Last gift: $1,200

    No thank-you call was logged.

  6. 13 months without a gift

    Return Series drafted a personal note for Alex to review.

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.