Stop Drowning in Fundraising Policy Drafts
Instantly create clear, compliant fundraising policies and procedures with an AI agent built for Fundraising Managers.
Drafting, updating, and aligning fundraising policies eats up hours you don’t have. Missed details or outdated procedures can put your programs at risk and stall your fundraising momentum.
The hidden cost
What this is really costing you
Formulating policies and procedures for fundraising programs requires constant research, careful documentation, and compliance checks. Each update means combing through regulations, aligning stakeholders, and ensuring clarity for your team. Doing this manually is tedious and pulls you away from strategic fundraising work.
Time wasted
1.6 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,320/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep handling this manually, you risk errors, inconsistent policies, and wasted time—making it harder to scale your fundraising efforts or satisfy compliance requirements.
Return on investment
The math speaks for itself
Today — without agent
1.6 hrs/week
of manual work
With your AI agent
0.3 hrs/week
agent-handled
You save
$1,885/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.
Draft a New Donation Acceptance Policy
You ask your agent to generate a comprehensive donation acceptance policy that aligns with current legal requirements.
Update Fundraising Event Procedures
You ask your agent to revise event procedures to reflect recent changes in state fundraising laws.
Summarize New Compliance Guidelines
You ask your agent to break down a lengthy new regulation into a simple checklist for your team.
Incorporate Board Feedback into Policies
You ask your agent to merge board member comments into your latest fundraising procedure draft.
How to hire your agent
Connect your existing tools
Link your document management, creative, and donor management tools so the agent can access relevant files and templates.
Tell your agent what you need
Type: “Draft a new fundraising event policy based on the latest state guidelines and include a section on digital donations.”
Agent gets it done
Your agent delivers a clear, formatted policy document ready for review and distribution.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Draft Fundraising Policies
Creates tailored policy documents based on your organization’s needs and current regulations.
Update Existing Procedures
Reviews and revises your current fundraising procedures to ensure clarity and compliance.
Summarize Regulatory Guidelines
Breaks down complex fundraising regulations into actionable steps for your team.
Standardize Documentation
Ensures all policy and procedure documents follow a consistent, professional format.
Compile Stakeholder Feedback
Aggregates and incorporates input from your team into final policy drafts.
AI Agent FAQ
Hire your AI agent
Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.
Free to join. No credit card required.