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AI agent for fundraisers

Major Donor Prospect Briefing Agent

Give the officer a sourced one-page brief before each donor meeting

ResearchCreatingSales
See how it worksGet access
Major Donor Prospect Briefing Agent: what goes in, what the agent does and what you get

What it does

Before a donor visit, a major gift officer needs a short, accurate brief, but gathering it takes hours. This agent pulls the donor's giving history, past meetings, event attendance, board connections and interests from the database, and searches public foundation filings and news about their philanthropy. It drafts a one-page brief with a suggested ask range: 1.5 to 3 times the largest gift if giving is rising. It then checks every fact has a source and relates to giving; unsourced or unrelated items, such as personal details, are removed, and gaps are searched again or marked unknown. When two records seem to be the same person, it asks before combining them. The officer approves the brief and decides the ask. Edge case: possible duplicate records are never combined without approval.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Donor meeting scheduled 2 USES A TOOL Pull giving history, meetings and connections 3 CHECKS THE RESULT Is there a single clear donor record? If not: ask the officer before combining possibleduplicates. Back to step 2. 4 USES A TOOL Search public filings and news 5 DOES Draft the brief and suggested ask range 6 CHECKS THE RESULT Does every fact have a source and relate to giving? If not: remove unsourced or unrelated items and searchagain for gaps. Back to step 4. 7 YOU APPROVE Officer approves the brief and ask 8 RESULT Brief saved to the donor record
Read the steps as a list
  1. Donor meeting scheduled
  2. Pull giving history, meetings and connections
  3. Is there a single clear donor record?If not: ask the officer before combining possible duplicates. Back to step 2.
  4. Search public filings and news
  5. Draft the brief and suggested ask range
  6. Does every fact have a source and relate to giving?If not: remove unsourced or unrelated items and search again for gaps. Back to step 4.
  7. Officer approves the brief and askThe agent waits here for your OK.
  8. Brief saved to the donor record

How it decides

The ask range uses the donor's largest gift and giving trend. Only facts relevant to giving and sourced are included.

  • Ask range is 1.5 to 3 times the largest gift if trend is rising
  • Exclude personal information not related to philanthropy
  • Do not combine possible duplicate records without approval

Make it yours

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

  • Ask range rules
  • Public sources allowed
  • Brief length
  • Lead time before meeting

What keeps you in control

It always asks you first

  • Final ask amount
  • Merging records

Hard limits

  • Never includes private personal details
  • Never contacts the donor

It stops when

  • Done: brief approved
  • Stop: meeting cancelled

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 happensFor a donor with gifts of $5,000, $7,500 and $10,000 over three years, the agent suggested a $15,000 to $25,000 ask for the capital campaign. The source check failed on one news item that named a different person with the same name, so it was removed. A second search found the donor's family foundation filing. The officer approved the brief and chose $20,000.

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