Real-time donor movement intelligence for principal gift strategy.

Know what changed before the next donor conversation.

Pillar 2

Not prioritization. Judgment.

Each Dispatch alert is triaged by a Senior Advisor and routed before it ships. A queue does not name the next move. Capability narrows. The Discretion Standard does not.

What it is

Dispatch coverage is a real-time donor movement transmission. Nineteen vectors are scanned across credible public sources, triaged for principal-gift altitude, and routed to the person who can act.

The watching no five-person shop can do across 100 names. The apparatus a much larger institution has on staff, calibrated to yours.

A Dispatch alert, in form

Dispatch №-2026-1118 04.05.26 · 09:42 ET Donor M.

Reported sale of secondary holdings: $42M proceeds, executed 02 May.

Why it matters

M. has not held a public-market liquidity window since the 2018 IPO. Outside investors typically deploy proceeds within sixty to one hundred and twenty days. Conversation altitude has shifted. The next ninety days are the active window.

Recommended next move

Senior officer requests a meeting before 30 June. Open with stewardship of prior gift. Match conversation to family-office posture.

Routing

Primary: VP, Advancement. Secondary: Office of the President, informational.

What it tracks

Nineteen vectors, grouped into five categories of meaningful movement.

Wealth

Liquidity events
Wealth changes
Net worth movement
Tax filings

Career

Career transitions
Board appointments
Board departures
Honors and recognition
Speaking engagements

Family

Family transitions
Estate and trust
Real estate

Public record

Public company transitions
Private company
Foundation movement
Legal and regulatory
Media coverage

Network

Adjacent networks
Philanthropic giving

Dispatch coverage begins with a portfolio review. Each engagement is calibrated to the institution’s standard. → Request access

What it answers

Does this matter?
Why does it matter?
Who needs to know?
What should we do next?
Is this a cultivation, stewardship, solicitation, or risk moment?

What makes it different

Most surfaces show volume. Dispatch shows movement.

Each alert is triaged for principal-gift altitude before it ships.

Each alert names the person, the change, and the reason it matters.

Each alert closes with a recommended next move and routing.

On news alerts

Google Alerts, Feedly, and the rest are volume. Dispatch coverage is movement. Coverage is ranked against your portfolio, sized to principal-gift altitude, and routed to the person who can act on it. The discipline is in what does not ship. Read the methodology →

Access by request

Dispatch coverage is delivered to a small, vetted roster of advancement leaders. Coverage begins with a portfolio review and a calibration against your institution’s standard.

Request access