Donor Research Automation for Fundraisers
Let your AI agent gather donor goals, wealth estimates, and giving trends in minutes—so you focus on building relationships, not searching databases.
You spend hours as a development officer pulling donor info from Raiser’s Edge, Excel, and Outlook. Cross-referencing spreadsheets and emails just to prep for a call is exhausting. Manual research means you risk missing key details and waste time you could spend with donors.
An AI agent that instantly compiles donor profiles, giving history, and net worth from Salesforce, Raiser’s Edge, and email, so fundraisers skip manual research.
What this replaces
The hidden cost
What this is really costing you
In nonprofit fundraising, development managers and major gifts officers waste 1.5-2 hours each week pulling donor data from Salesforce, Raiser’s Edge, and Outlook into Google Sheets. This manual process means copying giving history, searching for net worth estimates, and piecing together donor interests from email threads. It’s slow, error-prone, and leaves little time for actual outreach.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$3,500/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
You’ll send generic appeals, overlook high-potential donors, and risk losing major gifts to organizations with better-prepared teams.
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
1.8 hrs/week
of manual work
With your AI agent
20 min/week
agent-handled
You save
$2,850/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.
Quick Donor Profile Before a Meeting
You ask your agent to prepare a summary of a donor’s history, goals, and estimated net worth before a call.
Segment Donors for a Campaign
You ask your agent to identify donors who have previously supported similar initiatives.
Research New Prospects
You ask your agent to gather available data on a list of new potential donors from recent event sign-ups.
Prepare Board Reports
You ask your agent to generate a report summarizing the top 10 major donors’ giving history and interests.
How to hire your agent
Connect your tools
Link your donor management platforms, fundraising databases, and communication archives.
Tell your agent what you need
Type a prompt like: 'Show me the giving history, goals, and net worth of all donors who gave over $5,000 last year.'
Agent gets it done
Receive a concise, organized donor report with profiles, giving summaries, and key insights tailored to your query.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Generate Donor Profiles
Pulls contact, giving, and wealth data from Salesforce and Raiser’s Edge, then assembles a detailed donor profile in minutes.
Summarize Giving Patterns
Analyzes donation records from your CRM and produces a clear history with trends and totals for each supporter.
Extract Donor Goals
Scans Outlook and Gmail correspondence to highlight each donor’s philanthropic priorities and motivations.
Estimate Wealth Range
Combines WealthEngine and internal notes to provide an estimated net worth bracket for every prospect.
List Key Interests
Reviews meeting notes and email threads to capture recurring themes and interests for personalized outreach.
AI Agent FAQ
The AI agent connects directly to Salesforce, Raiser’s Edge, and Gmail via secure API integrations. You control which platforms are linked and what data is accessible.
All data is encrypted in transit using TLS 1.3. The agent never stores donor records after generating your report, and access is limited to your authenticated session.
Yes, your agent works with Salesforce, Raiser’s Edge, WealthEngine, and can pull from Outlook or Gmail. If you use a different CRM, contact support for integration options.
Accuracy depends on the quality and recency of your connected data sources. The agent uses the latest available information from your CRM and email to compile each profile.
You can invite colleagues to use the agent for their own donor lists. Each user can run their own queries and receive tailored reports.
Related tasks
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