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AI agent for fundraisers

Donor Stewardship Touch Plan Agent

Every top donor gets a timely, relevant touch each quarter

PlanningCommunicationSales
See how it worksGet access
Donor Stewardship Touch Plan Agent: what goes in, what the agent does and what you get

What it does

Top donors expect to feel known, but contacts happen when someone remembers. This agent reads gift history and past contacts for the top donors each month and finds who has not had a meaningful touch in too long, such as a personal call, a thank-you or an invitation. It builds a stewardship plan with specific touches: a call after a large gift, an impact update tied to their interest, an event invitation. It checks completion in the contact log and re-plans for those missed. It also notes sensitive situations such as a recent complaint. The fundraiser approves the plan and each message. Edge case: a donor gave a major gift last week, so the agent plans a thank-you call first.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Monthly plan begins 2 USES A TOOL Load top donors, gifts and contact history 3 DOES Find donors with no meaningful touch in 90 days or arecent major gift 4 DOES Choose a touch type for each based on interests andgift size 5 CHECKS THE RESULT Is the touch relevant and free of recent complaintsor opt-outs? If not: revise the touch or hold it and note the reason.Back to step 4. 6 USES A TOOL Draft calls, notes and invitations 7 YOU APPROVE Fundraiser approves the plan and each message 8 USES A TOOL Track completion in the contact log 9 CHECKS THE RESULT Were all planned touches done by month end? If not: re-plan missed ones for next month. Back to step2. 10 RESULT Stewardship plan and completion record
Read the steps as a list
  1. Monthly plan begins
  2. Load top donors, gifts and contact history
  3. Find donors with no meaningful touch in 90 days or a recent major gift
  4. Choose a touch type for each based on interests and gift size
  5. Is the touch relevant and free of recent complaints or opt-outs?If not: revise the touch or hold it and note the reason. Back to step 4.
  6. Draft calls, notes and invitations
  7. Fundraiser approves the plan and each messageThe agent waits here for your OK.
  8. Track completion in the contact log
  9. Were all planned touches done by month end?If not: re-plan missed ones for next month. Back to step 2.
  10. Stewardship plan and completion record

How it decides

A donor needs a touch when no personal contact appears for 90 days, or sooner after a major gift. The type of touch follows their interests and past response.

  • Plan a touch after 90 days with no personal contact
  • Plan a thank-you call within 3 days of a major gift
  • Respect contact preferences and opt-outs
  • Match the touch to the donor's stated interest

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Touch interval (default 90 days)
  • Major gift threshold
  • Touch types allowed
  • Donor tiers in scope

What keeps you in control

It always asks you first

  • Fundraiser approves the plan and every message

Hard limits

  • Never send a message without approval
  • Do not use private donor notes in messages
  • Honor all opt-outs

It stops when

  • Done: planned touches are completed
  • Stop: donor opts out or the fundraiser pauses outreach

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOf 40 top donors, 11 have gone 90 days with no personal touch. One gave $10,000 last week. The agent plans a call for her first, an impact note about the youth program for a donor who funds it, and a gala invite for a third. It finds one donor complained in June and holds her note. The fundraiser approves the rest.

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