More than 100 ways agents can work for your mission
This library maps the Artificial Intelligence use cases we scope with charities. Every Discovery and Planning engagement includes a use-case mapping session against this library.
Function
High-touch fundraising
Prospect Research Agent
Salesforce's prebuilt agent streamlines donor research - assessing wealth capacity, philanthropic interests and upcoming milestones, and producing a briefing so fundraisers walk into every conversation prepared.
In practice: For a children's health charity, brief a fundraiser on a major donor's capacity and interests ahead of a cultivation call.
High-touch fundraising
Prospect Research Agent
Salesforce's prebuilt agent streamlines donor research - assessing wealth capacity, philanthropic interests and upcoming milestones, and producing a briefing so fundraisers walk into every conversation prepared.
In practice: For a children's health charity, brief a fundraiser on a major donor's capacity and interests ahead of a cultivation call.
Case management
Participant Management Agent
Salesforce's prebuilt agent summarises a participant's notes, goals, support and upcoming tasks at a glance, so programme staff get up to speed in seconds rather than reading every record.
In practice: For a global youth programme, summarise a participant's progress and support before a check-in.
Case management
Participant Management Agent
Salesforce's prebuilt agent summarises a participant's notes, goals, support and upcoming tasks at a glance, so programme staff get up to speed in seconds rather than reading every record.
In practice: For a global youth programme, summarise a participant's progress and support before a check-in.
High-touch fundraising
Donor Profile Summarization Agent
Summarises a donor's giving history, engagement, communications and relationships into a concise briefing so fundraisers do not have to read multiple records.
In practice: For a children's health charity, summarise an individual major donor's history ahead of a cultivation call as its individual giving programme scales.
High-touch fundraising
Donor Profile Summarization Agent
Summarises a donor's giving history, engagement, communications and relationships into a concise briefing so fundraisers do not have to read multiple records.
In practice: For a children's health charity, summarise an individual major donor's history ahead of a cultivation call as its individual giving programme scales.
High-touch fundraising
Major Gift Officer Agent
Acts as an assistant to major gift officers, surfacing next best actions, drafting outreach and tracking moves through the pipeline.
In practice: For a sports charity, help a small fundraising team manage a growing portfolio of major donors.
High-touch fundraising
Major Gift Officer Agent
Acts as an assistant to major gift officers, surfacing next best actions, drafting outreach and tracking moves through the pipeline.
In practice: For a sports charity, help a small fundraising team manage a growing portfolio of major donors.
High-touch fundraising
Event Briefing Agent
Produces a briefing pack ahead of an event, pulling attendee profiles, giving history and talking points.
In practice: For a club foundation, brief staff before a fundraising dinner with profiles of attending supporters.
High-touch fundraising
Event Briefing Agent
Produces a briefing pack ahead of an event, pulling attendee profiles, giving history and talking points.
In practice: For a club foundation, brief staff before a fundraising dinner with profiles of attending supporters.
High-touch fundraising
Meeting Prep Agent
Prepares a fundraiser for a specific meeting, summarising the relationship and suggesting objectives.
In practice: For a conservation charity, prepare a relationship manager for a meeting with a corporate conservation sponsor.
High-touch fundraising
Meeting Prep Agent
Prepares a fundraiser for a specific meeting, summarising the relationship and suggesting objectives.
In practice: For a conservation charity, prepare a relationship manager for a meeting with a corporate conservation sponsor.
High-touch fundraising
Hyper-Personalize Agent
Generates individually tailored messaging based on a supporter's interests and history.
In practice: For a children's health charity, personalise appeal wording for warm individual donors.
High-touch fundraising
Hyper-Personalize Agent
Generates individually tailored messaging based on a supporter's interests and history.
In practice: For a children's health charity, personalise appeal wording for warm individual donors.
High-touch fundraising
Major Donor Moves Coach
Coaches fundraisers through "moves management", recommending the next step to advance a major donor relationship.
In practice: For a sports charity, coach fundraisers on advancing high-value supporter relationships.
High-touch fundraising
Major Donor Moves Coach
Coaches fundraisers through "moves management", recommending the next step to advance a major donor relationship.
In practice: For a sports charity, coach fundraisers on advancing high-value supporter relationships.
High-touch fundraising
Membership Assistant
Supports membership teams with renewals, queries and benefits guidance.
In practice: For a professional membership body, help members with renewals and benefits questions.
High-touch fundraising
Membership Assistant
Supports membership teams with renewals, queries and benefits guidance.
In practice: For a professional membership body, help members with renewals and benefits questions.
High-touch fundraising
Member and Donor Intelligence Agent
Surfaces insight across combined membership and donor data to identify opportunities and risks.
In practice: For a professional membership body, identify veterinary members likely to also support conference sponsorship or donate.
High-touch fundraising
Member and Donor Intelligence Agent
Surfaces insight across combined membership and donor data to identify opportunities and risks.
In practice: For a professional membership body, identify veterinary members likely to also support conference sponsorship or donate.
High-touch fundraising
Gift Proposal Drafting Agent
Drafts tailored gift proposals from your Salesforce data.
In practice: For a children's health charity, draft a proposal for an equipment funding ask to a trust.
High-touch fundraising
Gift Proposal Drafting Agent
Drafts tailored gift proposals from your Salesforce data.
In practice: For a children's health charity, draft a proposal for an equipment funding ask to a trust.
High-touch fundraising
Stewardship Reporting Agent
Generates donor stewardship reports showing how a gift was used and its impact.
In practice: For a conservation charity, produce an impact update for a donor who funded a specific conservation project.
High-touch fundraising
Stewardship Reporting Agent
Generates donor stewardship reports showing how a gift was used and its impact.
In practice: For a conservation charity, produce an impact update for a donor who funded a specific conservation project.
High-touch fundraising
Legacy Information Advisor Agent
Answers supporter questions about legacy and gifts-in-wills giving and captures expressions of interest.
In practice: For a federated national charity, provide consistent legacy giving information to supporters across the federation.
High-touch fundraising
Legacy Information Advisor Agent
Answers supporter questions about legacy and gifts-in-wills giving and captures expressions of interest.
In practice: For a federated national charity, provide consistent legacy giving information to supporters across the federation.
High-touch fundraising
Cross-Selling Agent
Recommends relevant additional ways to give or engage based on a supporter's profile.
In practice: For a club foundation, suggest event participation to existing one-off donors.
High-touch fundraising
Cross-Selling Agent
Recommends relevant additional ways to give or engage based on a supporter's profile.
In practice: For a club foundation, suggest event participation to existing one-off donors.
High-touch fundraising
Donor Support Agent
Self-service agent that deflects common donor questions and lets supporters make updates such as changing a recurring gift.
In practice: For a children's health charity, let donors update payment details or gift frequency without emailing the team.
High-touch fundraising
Donor Support Agent
Self-service agent that deflects common donor questions and lets supporters make updates such as changing a recurring gift.
In practice: For a children's health charity, let donors update payment details or gift frequency without emailing the team.
High-touch fundraising
Post-Event Follow-up Agent
Automates personalised follow-up after an event, including thanks and next steps.
In practice: For a club foundation, follow up with attendees after a community fundraising match day.
High-touch fundraising
Post-Event Follow-up Agent
Automates personalised follow-up after an event, including thanks and next steps.
In practice: For a club foundation, follow up with attendees after a community fundraising match day.
High-touch fundraising
Sponsorship Package Design Agent
Helps design and tailor sponsorship packages for corporate prospects.
In practice: For a professional membership body, tailor conference sponsorship tiers for veterinary industry partners.
High-touch fundraising
Sponsorship Package Design Agent
Helps design and tailor sponsorship packages for corporate prospects.
In practice: For a professional membership body, tailor conference sponsorship tiers for veterinary industry partners.
High-touch fundraising
Event Attendee Management Agent
Manages attendee queries, registrations and logistics for events.
In practice: For a professional membership body, manage attendee questions across the conference programme.
High-touch fundraising
Event Attendee Management Agent
Manages attendee queries, registrations and logistics for events.
In practice: For a professional membership body, manage attendee questions across the conference programme.
High-touch fundraising
Relationship Management Agent
Supports ongoing relationship management across a supporter portfolio.
In practice: For a federated national charity, help relationship managers coordinate across the network of local branches.
High-touch fundraising
Relationship Management Agent
Supports ongoing relationship management across a supporter portfolio.
In practice: For a federated national charity, help relationship managers coordinate across the network of local branches.
High-touch fundraising
Contact Report Accelerator
Speeds up writing contact reports after donor interactions, drafting from notes.
In practice: For a sports charity, turn a fundraiser's meeting notes into a structured contact report.
High-touch fundraising
Contact Report Accelerator
Speeds up writing contact reports after donor interactions, drafting from notes.
In practice: For a sports charity, turn a fundraiser's meeting notes into a structured contact report.
High-touch fundraising
Interim Agent (Email)
Handles email interactions on an interim basis, drafting or triaging supporter emails.
In practice: For a helpline charity, triage non-crisis fundraising and general enquiry emails - never helpline or crisis contact.
High-touch fundraising
Interim Agent (Email)
Handles email interactions on an interim basis, drafting or triaging supporter emails.
In practice: For a helpline charity, triage non-crisis fundraising and general enquiry emails - never helpline or crisis contact.
Supporter marketing
Audience Segmentation Agent
Builds and refines supporter segments for campaigns using Data 360 and Marketing Cloud data.
In practice: For a sports charity, segment supporters for a Marketing Cloud Growth fundraising campaign.
Supporter marketing
Audience Segmentation Agent
Builds and refines supporter segments for campaigns using Data 360 and Marketing Cloud data.
In practice: For a sports charity, segment supporters for a Marketing Cloud Growth fundraising campaign.
Supporter marketing
Personalized Content Delivery Agent
Selects and delivers the most relevant content to each supporter across channels.
In practice: For a conservation charity, deliver tailored conservation content through Marketing Cloud Engagement.
Supporter marketing
Personalized Content Delivery Agent
Selects and delivers the most relevant content to each supporter across channels.
In practice: For a conservation charity, deliver tailored conservation content through Marketing Cloud Engagement.
Supporter marketing
Customer Journey Optimization Agent
Analyses and optimises supporter journeys to improve conversion and retention.
In practice: For a children's health charity, optimise the new individual-giving welcome journey.
Supporter marketing
Customer Journey Optimization Agent
Analyses and optimises supporter journeys to improve conversion and retention.
In practice: For a children's health charity, optimise the new individual-giving welcome journey.