Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for fundraisers

Planned Giving Prospect Agent

Score donors for legacy giving potential, build a list, plan stewardship and learn from responses

Sales and outreachSales
See how it worksGet access
Planned Giving Prospect Agent: what goes in, what the agent does and what you get

What it does

Legacy prospects are rarely identified and contacted. Each quarter the agent scores donors by giving history, years of support, event attendance and age signals. It checks the scoring against donors who already left a gift, to see if the pattern holds. It builds a list of the best prospects and drafts a stewardship plan for each, such as a thank-you call, an invitation or a short note. It tracks responses and updates the scores from the results. The fundraiser approves every outreach. Edge case: a donor has given for 25 years in small amounts, and the agent ranks them above a recent larger donor.

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 Quarter begins 2 USES A TOOL Pull donor history and tenure 3 DOES Score donors for legacy potential 4 CHECKS THE RESULT Does the scoring pick up known legacy donors? If not: Adjust weights and rescore. Back to step 3. 5 DOES Build the prospect list 6 DOES Draft a stewardship plan for each prospect 7 YOU APPROVE Fundraiser approves outreach 8 USES A TOOL Track responses and meetings 9 DOES Update the scores with outcomes 10 CHECKS THE RESULT Did responses improve over the last quarter? If not: Revise the weights and the plan. Back to step 3. 11 RESULT Prospect list and plan
Read the steps as a list
  1. Quarter begins
  2. Pull donor history and tenure
  3. Score donors for legacy potential
  4. Does the scoring pick up known legacy donors?If not: Adjust weights and rescore. Back to step 3.
  5. Build the prospect list
  6. Draft a stewardship plan for each prospect
  7. Fundraiser approves outreachThe agent waits here for your OK.
  8. Track responses and meetings
  9. Update the scores with outcomes
  10. Did responses improve over the last quarter?If not: Revise the weights and the plan. Back to step 3.
  11. Prospect list and plan

How it decides

Scores come from giving patterns and tenure; they are checked against known legacy donors and updated from outcomes.

  • Weigh years of giving above amount
  • Require 5 years of giving or 10 gifts
  • Check scoring against known legacy donors
  • Respect do-not-contact flags

Make it yours

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

  • Minimum giving years (default 5)
  • Number on the list
  • Age signal handling
  • Outreach types

What keeps you in control

It always asks you first

  • Fundraiser approves outreach
  • Fundraiser approves any gift conversation

Hard limits

  • Never use sensitive data beyond policy
  • Never contact a donor without approval

It stops when

  • Done: prospects contacted and results logged
  • Stop: the donor asks not to be contacted

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 happensThe first scoring found only 6 of 14 known legacy donors in the top 200. The agent increased the weight for years of giving and rescored, finding 11 of 14. It built a list of 120. The fundraiser approved 60 calls and notes. Nine donors replied and 3 asked for a visit.

More agents for fundraisers

Reporting · Quality control

Funder Report Evidence Collection Agent

Collect complete, checked evidence for the report in time to write and submit it.

11 steps2 checks3 jobs
Quality control · Writers

Outcome Metrics Alignment Agent

Make every promised outcome measurable with the organization's real data and aligned with the funder's rules.

10 steps2 checks2 jobs
Communication · Budgets and money

Fundraising and Sponsor Tracking Agent

The season's budget is funded on time with every sponsor thanked and asked at the right moment.

10 steps2 checks2 jobs
Monitoring · Communication

Donor Pledge Fulfillment Tracker Agent

Open pledges are paid on schedule or adjusted by agreement

11 steps2 checks2 jobs