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Upload a gift-level CSV on the left, check the assumptions, and click Calculate scores to score and tier every donor.
How the scoring works
1. Roll up per donor. Every donor's raw gifts are collapsed into three numbers: most recent gift date (all-time), gift count in the lookback window, and total giving in the lookback window.
2. Score each factor 1–5. Recency, Frequency, and Monetary are each converted to a 1–5 score using the band tables in Assumptions, so they're all on the same scale.
3. Blend into one weighted score. Weighted Score = (Recency × Recency Weight) + (Frequency × Frequency Weight) + (Monetary × Monetary Weight), scaled to 0–100.
4. Assign tier & owner. The weighted score is checked against the Tier Cutoffs table, highest cutoff first, to assign a tier and an owner.
Recency uses full history, not the window. A donor's most recent gift date is never limited by the lookback window, so a long-lapsed donor still shows their true last gift date instead of looking like they never gave at all.
Nothing here is saved. Everything runs in your browser — refreshing the page clears the upload. Download the CSVs if you want to keep a copy.