Stop Wasting Hours on Donor Research
Instantly gather donor goals, net worth, and giving history with a single request.
Digging through databases, emails, and reports to profile potential donors is tedious and error-prone. You lose time chasing details instead of building relationships.
A Donor Research Agent for Fundraisers is an AI-powered agent that helps fundraisers collect donor goals, net worth, and giving history by searching and summarizing relevant data, enabling faster, more informed outreach.
What this replaces
The hidden cost
What this is really costing you
Manually researching potential donors means toggling between multiple databases, piecing together incomplete profiles, and risking missed opportunities. Each request for donor insights eats up valuable time you could spend on cultivation. Errors or missed details can cost your organization major gifts.
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
You risk missing key donor prospects, sending generic outreach, and losing funding opportunities to more prepared competitors.
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
0.4 hrs/week
agent-handled
You save
$2,030/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
Aggregate Donor Profiles
This agent collects and synthesizes donor data from your connected sources to produce a detailed donor profile in minutes.
Summarize Giving Histories
This agent reviews donation records and outputs a clear summary of each donor’s giving patterns and history.
Identify Donor Goals
This agent analyzes available notes and correspondence to extract and present each donor’s philanthropic goals.
Estimate Net Worth
This agent compiles public and internal data to provide an estimated net worth range for each potential donor.
Highlight Key Interests
This agent scans for recurring themes in donor communication and outputs a list of key interests for targeted outreach.
Key capabilities
- Automates Aggregate Donor Profiles: This agent collects and synthesizes donor data from your connected sources to produce a detailed donor profile in minutes.
- Automates Summarize Giving Histories: This agent reviews donation records and outputs a clear summary of each donor’s giving patterns and history.
- Automates Identify Donor Goals: This agent analyzes available notes and correspondence to extract and present each donor’s philanthropic goals.
- Automates Estimate Net Worth: This agent compiles public and internal data to provide an estimated net worth range for each potential donor.
- Automates Highlight Key Interests: This agent scans for recurring themes in donor communication and outputs a list of key interests for targeted outreach.
AI Agent FAQ
The agent uses the most current data available from your connected sources. If your databases are up to date, the agent's outputs will reflect that accuracy.
The agent can only access sources you connect and have permission to use. It cannot access private or paid databases unless you provide the necessary credentials.
The agent only reads data to generate reports and summaries. It does not edit, delete, or overwrite any records in your systems.
You can specify exactly what information you want in your prompt, such as donation history, interests, or net worth estimates. The agent tailors its output to your request.
The agent works with any platform you can connect and provide access to. If a platform is not supported, the agent cannot retrieve data from it.
Related tasks
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