Streamline Fundraising Program Oversight

Delegate the coordination of external fundraising activities to an on-demand AI agent built for Fundraising Managers.

Juggling agencies, creative teams, and tracking campaign progress eats up your day. You’re constantly chasing updates, reviewing proposals, and aligning everyone to your fundraising goals—leaving little time for strategic growth.

The hidden cost

What this is really costing you

Directing external agencies and departments for fundraising strategies means endless coordination, status checks, and document reviews. Each campaign involves managing creative assets, timelines, and reporting—often across multiple platforms. The result: constant interruptions and administrative overload.

Time wasted

1.8 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,610/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Manual oversight leads to missed deadlines, fragmented communication, and lost fundraising opportunities. Burnout and errors creep in, while strategic priorities get sidelined.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

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.

Review Multiple Agency Proposals

You ask your agent to compare proposals from three agencies and summarize the strengths and weaknesses of each.

Track Campaign Progress

You ask your agent to compile the latest updates from all external partners into a single, easy-to-read report.

Prepare Asset Delivery Checklist

You ask your agent to create and monitor a checklist for all creative assets needed for an upcoming fundraising event.

Draft Follow-Up Communications

You ask your agent to draft a follow-up email to an agency about missing deliverables or timeline changes.

How to hire your agent

1

Connect your existing tools

Link the document management, creative, and fundraising platforms you already use for campaign oversight.

2

Tell your agent what you need

Example: 'Summarize the status updates from all agencies for this quarter’s fundraising campaign and highlight any risks.'

3

Agent gets it done

Receive a clear summary report, action items, and recommendations—ready to share with your team or leadership.

You doing it vs. your agent doing it

Read through lengthy documents and extract key points yourself.
Agent delivers a concise summary in minutes.
30 min/week
Manually gather updates from emails and shared docs.
Agent aggregates and organizes updates automatically.
20 min/week
Create comparison tables and analyze details by hand.
Agent highlights differences and makes recommendations.
15 min/week
Maintain checklists and follow up with teams individually.
Agent tracks asset progress and flags delays for you.
15 min/week

Agent skill set

What this agent knows how to do

Campaign Brief Summarization

The agent reviews incoming campaign briefs and provides concise summaries for quick decision-making.

Status Update Compilation

Aggregates status updates from multiple sources and presents a clear, unified progress report.

Proposal Comparison

Analyzes and compares agency proposals, highlighting key differences and recommendations.

Asset Checklist Creation

Builds and tracks asset checklists to ensure all creative materials are delivered on time.

Follow-Up Drafting

Drafts follow-up messages for agencies or departments to keep projects on track.

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