Clear Actions. Pre-Drafted.

From pre-drafted emails to call scripts to handwritten letters. Know that every touchpoint says exactly the right thing.

Clear Actions. Pre-Drafted.
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Fonda, Jane
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Next Season
Jane, thanks so much for your generous donation.
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wealthengine
Jane,

Was just driving by Berkeley's campus and thought of you. What a beautiful place to go to school!

Are you around next week to meet up for a coffee?
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Aryan Sharma

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aryan.sharma@gmail.com

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+1 (809) 546-4567

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1982 Duncan Ave,

New York City, NY 10523

Touchpoints for 2023

60%

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We recommend calling Aryan and encouraging him to make a gift of $5000.

Ask about his kids. Son Sam is currently applying to college!

Explore interest in healthcare.

Update Aryan on the Greenview Scholars fund (he gave $10K over the past 2 years)

Recommended ask is $5,000 (based on capacity and giving history to other orgs)

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Maria Cruz

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mluisacruz@yahoo.com

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+1 (345) 652-5654

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134 Los Alamos Blvd,

Dallas, TX 75055

Touchpoints for 2023

30%

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We recommend emailing Maria and introducing yourself over coffee.

Maria is an active philanthropist and last gave $10K to a cancer research center

She is most interested in healthcare causes and scientific research

Dear Maria,

So good to meet at the gala last week!

I would love to find a time to chat about some healthcare initiatives we have. Do you have any time next week?

Cheers,

Paula Porter

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Clear Actions.

We start with your data, layer contextual information, and put it all together in plain English for your review

Enhanced with the best data and research

Layer on best-in-class insights for every new prospect using tools like DonorSearch

Integrate your calendar, CRM, phone calls, and more

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Clear Actions.

We start with your data, layer contextual information, and put it all together in plain English for your review

Enhanced with the best data and research

Layer on best-in-class insights for every new prospect using tools like DonorSearch

Integrate your calendar, CRM, phone calls, and more

Tagline

Clear Actions.

We start with your data, layer contextual information, and put it all together in plain English for your review

Enhanced with the best data and research

Layer on best-in-class insights for every new prospect using tools like DonorSearch

Integrate your calendar, CRM, phone calls, and more

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Go Beyond Email

Track your communications across all your communication platforms. Everything ends up in your database.

Never sent without your input

Our model learns how you write, and will start sounding like you

Get meetings and calls transcribed automatically

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Fundraising. Powered By AI.

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