Non-Profit & Foundation

Process gifts while you sleep. Route major donors with care.

Capture standard donations instantly and fast-track corporate sponsors and major-gift prospects to your development team.

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Donation & supporter triage

AI triages between philanthropic donors, corporate sponsors, and individuals seeking event info or research updates.

AI greeting

"Would you like to make or manage a donation, or are you looking for research updates and event information?"

1 Branch

Donations / philanthropy

Identify gift type (one-time, monthly, major gift, corporate)

Fast-track to secure giving portal or route to a Foundation Director

2 Branch

Events / research updates

Provide gala/walk registration links

Deliver latest clinical trial or impact reports

End result

Maximizes fundraising revenue by securing standard digital donations 24/7 while routing major prospects directly to development officers.

Live transcript

A real example of how the AI greets, qualifies, and routes this lead.

LocalCustomers AI Assistant

Sample conversation

Welcome to the CR Foundation. Are you looking to support our mission with a donation, or seeking information on our latest research grants and community events?

My company wants to make a significant contribution this quarter and potentially sponsor an upcoming charity gala. Who do I speak to?

Thank you for your generosity — corporate sponsorship directly funds breakthrough research grants. Our Corporate Philanthropy Director handles gala partnerships. What is your company's name and your direct work email?

Vanguard Tech, my email is jsmith@vanguard.com.

Captured. Our Corporate Philanthropy team will reach out within the hour with our sponsorship package. Would you also like me to drop a calendar link to lock in a 15-minute briefing with our Executive Director?

Type your message…

From supporter engagement to research impact — fully automated donor scheduling

Connecting your donor management software turns the assistant into a 24/7 development coordinator, processing charitable gifts and booking major-donor meetings without pulling staff away from outreach.

Blackbaud Raiser's Edge NXT Salesforce Nonprofit Cloud Bloomerang Classy Calendly

Development team availability

Syncs with fundraising calendars to book discovery calls with prospective major donors or legacy planners.

Donor-tier routing

Assigns high-net-worth inquiries or corporate sponsors to senior development officers based on intent or location.

Donor CRM ingestion

Creates or updates profiles in Raiser's Edge or Salesforce with full chat transcripts and giving intent.

Zero-friction setup

Secure, non-profit compliant API integration. Link your giving platform, map designation codes, deploy.

Real-time donor relation & foundation calendar sync
Smart major-gift officer routing
No-code Blackbaud/Salesforce setup

Optional upgrade

Process micro-donations or event registration fees via Classy, Stripe, or PayPal inside the chat, or allow free scheduling for foundation tours and update calls.

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Turn your website into a lead-generation engine.

No hidden fees, no complex setups — just automated growth at a flat $299/year.

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Unlimited leads · Zero token fees · No contracts