Small development teams (often one person) juggling thank-yous, appeals, events and grants. Automation handles the busywork so staff time goes to donor relationships.
Every online or offline gift triggers a personalized thank-you email within a day, with the required receipt language built in. Gifts above a threshold you set also create a task for a board member or the ED to call or handwrite a note. AI drafts the personal line; the receipt wording comes from a fixed template.
Non-profits · low complexity
Each month the workflow pulls donors who gave last year (or some year) but not this year, segments them by last gift and interest, and drafts a short personal note for each segment, with a direct ask to renew. Staff approve the drafts, then they send from the CRM or email tool with a follow-up if there's no response.
Non-profits · medium complexity
Before a meeting or cultivation visit, the ED gets a one-page brief on the prospect: giving history with your org, public philanthropic activity, board roles and business background, with links to every source. AI does the reading and summarizing; a person verifies anything that drives an ask amount.
Non-profits · medium complexity
AI helps turn one core year-end story into segmented versions (first-time donors, monthly donors, lapsed, mid-level, volunteers) for email, letter and social, plus a GivingTuesday schedule. Every version pulls from facts staff supply, and merge fields handle personalization in the email tool.
Non-profits · medium complexity
After the event, attendees, donors, sponsors and pledgers each get the right message within 48 hours. Paddle-raise and pledge commitments get a reminder sequence with a payment link until paid, and receipts show the deductible portion of tickets.
Non-profits · medium complexity
A shared grant calendar tracks every funder's LOI, application and report deadlines, with reminders 30, 14 and 3 days out. When a deadline approaches, AI assembles a first draft from your boilerplate library and the funder's actual questions, so the grant writer starts at editing instead of a blank page.
Non-profits · medium complexity
The workflow spots one-time donors who give repeatedly and invites them to go monthly, and asks steady monthly donors to make a modest increase around their giving anniversary. It also catches failed card payments and sends a polite update-your-card note before the gift lapses.
Non-profits · low complexity