The Intelligent Donor Success Platform for Modern Nonprofits
One system for donor intelligence, AI-powered recommendations, grantmaking and community investment, and executive-ready reporting — built to help development teams see clearly and act quickly.
Jarvis, your AI analyst
Ask about your donor data in plain language and get an answer grounded in your organization’s real, current numbers — not a guess.
Donor intelligence
A single, unified view of every donor — giving history, engagement, relationships, and communications in one record.
AI recommendations
Next-best-action guidance that surfaces who to contact, when, and why — before opportunities slip away.
Donor health scoring
A composite score that quantifies engagement and retention risk across your entire donor file.
Campaign tracking
Real-time visibility into campaign performance, pacing, and channel-level results.
Major donor pipeline
Track cultivation, solicitation, and stewardship stages for every major gift prospect.
Executive dashboards
Board-ready summaries that translate donor data into decisions leadership can act on.
Board giving insights
Understand board member giving and engagement so every meeting starts with the full picture.
CRM integration
Connects natively with the CRM you already use — no rip-and-replace required.
Success Sequences
Reusable, multi-step stewardship playbooks — queued and ready to review, but every message still requires a human click to send.
Grants Management
Track applications from research through award, then manage the compliance reporting that comes with the money.
Stop managing community investment in a second system.
Donor Success brings grantmaking and allocations into the same platform your team uses to understand donors and manage relationships. Publish funding opportunities, collect applications, review, score, allocate, and manage grantees without stitching together another disconnected workflow.
Community Investment
2027 Community Impact Fund
Funding pool
$2.4M
Requested
$3.1M
Allocated
$1.8M
Applications
42
Funding rounds
Create pooled funding opportunities with dates, funding pools, service categories, and review criteria.
Applications
Collect applications through a branded public experience with save-and-return access for community partners.
Review & scoring
Give reviewers the right access, collect evaluations, and keep decision-making connected to the application.
Allocations
Move from requested dollars to category-level award decisions while keeping the full funding picture visible.
Grantee records
See each agency, application history, funding relationship, and lifetime awarded amount in one place.
Compliance context
Capture certifications and requirements alongside the funding decision so critical details do not live in a separate spreadsheet.
Stewardship and grants, built the same way as everything else.
Reusable playbooks that still require a human to hit send, and grant tracking that follows the money from application through compliance — not just through the ask.
Success Sequences
Build a reusable, multi-step stewardship playbook once — a new major donor welcome journey, an at-risk donor check-in — and apply it to any donor. Every step still requires an explicit click to send. Nothing here contacts a donor without a person reviewing that exact message first.
New major donor welcome · started Jun 2
Welcome email
Sent Jun 2
Impact story
Due today — day 14
Follow-up check-in
Upcoming — day 45
Grants Management
Track applications through a real pipeline — researching, LOI, proposal, decision — with a requirements checklist for each funder’s specific ask. Once awarded, a compliance plan tracks what you owe the funder going forward, with deadlines surfaced before they’re missed, not after.
See your donor growth engine in one place.
The Intelligent Donor Success Platform for modern nonprofits — donor intelligence, AI recommendations, and executive-ready dashboards in a single system.
See the platform in action.
Get a guided walkthrough of donor intelligence, grantmaking, AI recommendations, and executive dashboards tailored to your organization.
Schedule a Demo