AI Donor Prospecting Tool for Fundraisers
Let your AI agent surface high-value donor leads, summarize backgrounds, and draft personalized outreach so you never miss a giving opportunity.
You spend hours in Excel and Blackbaud, manually searching for new donor prospects and piecing together profiles. As a fundraising manager, important leads get lost in endless spreadsheets, and personalized outreach falls behind while you juggle meetings and reporting.
An AI agent that finds, profiles, and helps you engage new donor prospects using data from Salesforce, Blackbaud, and your inbox.
What this replaces
The hidden cost
What this is really costing you
In nonprofit fundraising, development directors and donor relations managers waste 2-3 hours each week pulling attendee lists from Eventbrite, cross-checking names in Salesforce, and crafting individual emails in Outlook. Sifting through LinkedIn for donor backgrounds and updating Google Sheets by hand is slow and error-prone. The manual process makes it easy to overlook promising donors and delays follow-up after events.
Time wasted
2.5 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$5,850/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Missed follow-ups lead to lost donations, duplicate asks annoy top prospects, and your annual fundraising targets slip out of reach.
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
2.5 hrs/week
of manual work
With your AI agent
25 min/week
agent-handled
You save
$4,875/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.
Quickly Find New Donor Prospects
You ask your agent to identify the top 10 new donor prospects from last quarter’s event attendee list.
Prepare for Donor Meetings
You ask your agent to summarize the giving history and interests of a major donor before your call.
Draft Personalized Outreach
You ask your agent to write a personalized introduction email for a first-time donor.
Plan Follow-Up Actions
You ask your agent to suggest which lapsed donors to prioritize for re-engagement this month.
How to hire your agent
Connect your tools
Link your donor management software, fundraising databases, and email platforms to centralize donor information.
Tell your agent what you need
Type: 'Find and summarize top 5 new donor prospects in our annual gala attendee list and draft personalized outreach emails for each.'
Agent gets it done
Receive a ranked list of new prospects, concise donor profiles, and ready-to-send personalized emails.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Donor Lead Discovery
Pulls attendee and donor data from Salesforce and Blackbaud, ranking prospects by giving potential and engagement history.
Background Summaries
Generates concise donor profiles using LinkedIn, past giving records, and event participation data for quick review before meetings.
Personalized Email Drafting
Drafts individualized outreach emails in your voice, referencing recent donations, shared interests, and relevant campaign details.
Follow-Up Prioritization
Analyzes engagement patterns in Salesforce and flags lapsed donors or high-potential prospects for timely follow-up.
Interest & Giving Map
Maps donor interests and past giving trends from Blackbaud and event data, providing actionable insights for tailored engagement.
AI Agent FAQ
Your AI agent connects to Salesforce, Blackbaud, and Eventbrite using secure API access. You can also upload CSV files for one-time imports. All credentials are encrypted and never shared.
All donor data is encrypted in transit using TLS 1.3 and is never stored after processing. The agent only accesses your data during active sessions and deletes all temporary files immediately.
Yes, the agent generates personalized email drafts for each donor prospect, referencing their giving history and interests. You review and send messages from your Outlook or Gmail account.
Currently, the agent handles English-language profiles and outreach. Multi-language support for Spanish and French is planned for future updates.
The agent uses data from Salesforce, Blackbaud, and LinkedIn to rank prospects. Accuracy depends on the quality of your input data. You can review and adjust recommendations before taking action.
Related tasks
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