AI Donor Research Tool for Fundraising
Let your AI agent handle donor profiling, trend analysis, and custom reports—so you can focus on building relationships, not wrangling data.
You spend hours in Excel, Blackbaud, and Google Sheets hunting for donor details and updating prospect lists. As a fundraising manager, you’re stuck copying data between systems, missing critical insights, and scrambling before meetings. The manual grind means lost time and missed gifts.
An AI agent that builds donor profiles, analyzes giving patterns, and creates actionable reports for fundraising managers using your CRM and donor databases.
What this replaces
The hidden cost
What this is really costing you
In nonprofit fundraising, managers and development officers often waste 2.5 to 3 hours each week pulling donor information from Blackbaud or Salesforce, updating spreadsheets, and manually ranking prospects. This repetitive work delays outreach and leaves gaps in your understanding of key supporters. Without up-to-date profiles, you risk walking into meetings unprepared and missing signals from high-potential donors.
Time wasted
2.5-3 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$6,500-$7,800/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Continue this way and you’ll miss major gifts, lose track of donor intent, and fall short of fundraising targets. Outdated data can lead to embarrassing meetings and lost trust with your board.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
3 hrs/week
of manual work
With your AI agent
30 min/week
agent-handled
You save
$6,500/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
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 Compilation
Pulls contact details, giving history, and wealth indicators from Salesforce and Blackbaud to create a unified donor profile.
Giving Trend Analysis
Analyzes donation data from your CRM and flags shifts in giving frequency or amount for each supporter.
Custom Prospect Reports
Generates tailored lists by region, giving capacity, or interest area using data from Raiser’s Edge and internal spreadsheets.
Meeting Brief Preparation
Drafts concise donor briefings by summarizing philanthropic interests, recent activity, and potential talking points.
Prospect Prioritization
Ranks potential donors based on likelihood to give, using recent engagement and past contributions as scoring criteria.
AI Agent FAQ
Yes, your agent integrates with Salesforce, Blackbaud, and Raiser’s Edge via secure API connections. You can also upload CSV files from your donor management system.
All data is encrypted in transit using TLS 1.3 and never stored after processing. Only authorized users can access reports, and no information is shared outside your organization.
The agent automates manual research and reporting but still requires your oversight for final review. It complements your workflows in Excel and your CRM, reducing repetitive tasks.
Accuracy depends on the quality of your input data. The agent works best with up-to-date records from your CRM and verified giving histories. It does not pull private contact info from external databases.
Yes, your agent can process both donor and investor records, provided you supply the relevant data from your CRM or spreadsheets. Multi-language support is planned for future releases.
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