This document provides an overview of the primary data models used by Momentum for integrating with customer CRMs. The three core data models are Gifts, Donors, and Actions, which aid in understanding donor giving patterns and preferences, facilitate personalized donor engagement, and offer valuable insights into donor interactions. The document also emphasizes the significance of maintaining data security and integrity, outlines protective measures in place, and highlights HIPAA compliance.

The Actions data model aggregates donor data from integrated CRM partners into a unified model. Only action data is extracted by Momentum. The model includes fields for donor, title, description, category, initiator, completion status, timestamps, and methods for updating donor stats and anonymizing data. The model also includes a related CrmActionEmail model with fields for email metadata and content.

The Gifts data model aggregates donor data from various CRM partners into a single model. The model includes fields for appeal, fund, gift type, acknowledgement status, donor, amount, date, notes, and metadata. Momentum only extracts gift data from customer CRMs and no other fields are ingested. Contact your customer success manager for any questions or concerns about data ingestion.

The Donor data model aggregates donor data across all integrated CRM partners into a single unified model. Momentum only extracts donor data from customer CRMs to populate this model. The model includes expected gift date, priority score, touches before gift, communication preference, social media profiles, mailing address, household, first and last name, donor type, salutation, email, phone number, birthday, and contact preferences.