Stop Wasting Hours on Donor Research
Instantly uncover donor goals, net worth, and giving history—just ask your AI agent.
Digging for donor data eats up hours you don’t have. Sifting through endless profiles and reports is tedious, error-prone, and keeps you from building real relationships.
The hidden cost
What this is really costing you
Researching potential donors is a time-consuming maze of online searches, database queries, and piecing together incomplete profiles. Even with advanced tools, you’re stuck copying, pasting, and cross-referencing data. It’s repetitive, draining, and takes you away from strategic fundraising.
Time wasted
1.7 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,465/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing this manually, you’ll miss out on high-value prospects, risk outdated info, and spend less time on donor engagement and campaign strategy.
Return on investment
The math speaks for itself
Today — without agent
1.7 hrs/week
of manual work
With your AI agent
0.3 hrs/week
agent-handled
You save
$2,030/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Identify Top Major Gift Prospects
You ask your agent to find high-net-worth individuals with a history of large charitable donations.
Analyze New Donor Segments
You ask your agent to summarize trends among first-time donors in the past year.
Prepare for Donor Meetings
You ask your agent to create a briefing on a potential donor’s philanthropic interests and recent giving.
Spot Emerging Investor Markets
You ask your agent to surface new investor groups showing increased activity in your sector.
How to hire your agent
Connect your tools
Link your fundraising databases, document management systems, and research platforms.
Tell your agent what you need
Type: 'Find the top 20 prospects in our region with a net worth over $5M and recent giving to education.'
Agent gets it done
Receive a clear, organized report with donor profiles, giving history, and actionable insights.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Donor Profile Summarization
Quickly compiles key facts about a donor, including goals, giving history, and estimated net worth.
Market Trend Analysis
Surfaces insights about broader donor or investor market trends relevant to your campaigns.
Charitable Giving History Extraction
Finds and organizes records of past donations from public and internal sources.
Custom Data Reports
Delivers tailored reports based on your criteria—by region, industry, or giving capacity.
Prospect Prioritization
Ranks potential donors or investors by likelihood to give, based on available data.
AI Agent FAQ
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