Fundraising

Ensure a smooth transition to Fundraising by pausing gift validations during data migration. Invest your staff and donors with the powerful new recurrence engine that updates and tracks every donation concurrently according to industry best practices. The self-service Donor Support agent helps donors handle common requests independently, such as updating their own recurring gifts.

• Improve the Donor Experience with a Self-Service Donor Support Agent
  Give your donors the power to manage their own recurring gifts in an Experience Cloud site. The Donor Support Agent helps donors to handle common requests such as changing a recurring gift's amount and frequency. Reclaim your staff's time to focus on building relationships while providing donors with the fast, modern experience they expect.
• Streamline Data Migrations by Managing Gift Validations
  Gain more control over your fundraising data by pausing gift validations during initial imports and delta loads. To prevent migration errors and reduce manual rework, turn off some validations for gift transactions, commitment, and schedules. Pause gift validations in Fundraising Settings, or with the Business Process API. After completing your migration, easily re-enable these rules to preserve ongoing data integrity while referencing a new, comprehensive list of all gift validation requirements.
• Process Recurring Gift Commitments Concurrently
  To continue to support donor stewardship, NextGen commitment batch processing automates logic and handles lifecycle transitions. For example, NextGen processing auto-closes completed commitments or alerts staff to missed installments, without the bottlenecks of legacy sequential processing.
• Capture Patient Philanthropy with Grateful Person Involvement Records
  Track patient expressions of gratitude and the resulting philanthropic support for exceptional care received at university hospitals and medical centers. Provide care teams with a standardized, compliant way to refer grateful patients to fundraising staff. Create grateful person involvement records to record patient philanthropy and care team recognition.
• Capture Donor Meeting Notes and Tasks with the Donor Engagement Agent
  Help major giving officers transform raw meeting notes into structured interaction summaries and follow-up tasks. The Donor Engagement Agent converts informal notes into organized records containing key discussion points, donor sentiment, and next steps. These records save critical donor intelligence so you don’t lose the details.
• Identify Potential Major Donors with AI Predictions (Pilot)
  Proactively identify donors who are likely to make major gifts by using an AI predictive model template trained on your fundraising data. The major donor prediction AI model template uses AI Models, formerly Einstein Studio Model Builder, to analyze giving history and donor attributes. The model then scores each donor's potential to become a major donor. Fundraising teams can use these predictions to prioritize outreach, allocate stewardship resources, and shift from reactive to preemptive major gift cultivation.
• Changed Objects and Fields for Fundraising
  Do more with the updated Fundraising objects.