Dashboard / Overview
KM
VP of Advancement ▾
DEMO
Sample Data
1
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Good morning, Kelly ✦
New AI actions ready · Campaign on track · Giving Day approaching · Planned gifts pending review
Setup
6/8
Details
FY YTD Raised
$12M+
↑ vs last year
Active Prospects
840+
↑ 60+ this month
Planned Gift Pipeline
$4M+
New signals this week
Campaign Progress
68%
On pace, public phase Q4
Agent Activity
Last 24 hours
Live
🤝
Engagement Officer drafted 8 re-engagement emails for lapsed LYBUNTs
Segment B · Avg score 91 · Ready to send
2m ago
💌
Stewardship Officer generated 3 endowment impact reports
Henderson, Kim, Okafor · PDF ready
14m ago
📜
Planned Giving Officer flagged 12 bequest-intent signals
Age 65+ · 10yr giving · High engagement
1h ago
🚀
Campaign Officer updated Horizon 2030 gift range chart
3 principal gifts closed · Q4 ready
3h ago
🎯
Giving Day: ~7 weeks out -- Engagement Officer building cadence
Class of '99 reunion · 24 personalized asks
5h ago
Campaign
Horizon 2030
68% of goal
$50M
raised to date
Principal$22M
Major$19M
Planned$4.1M
Annual$5M
Officers
🤝
Engagement Officer
8 tasks queued
Active
💌
Stewardship Officer
3 reports ready
Active
📜
Planned Giving Officer
12 flagged
Active
🚀
Campaign Officer
On track
Active
💬
Annual Fund Officer
2,400 in sequences
Active
Giving Day ~7 weeks away · 300+ volunteers enrolled
Priority Prospects
AI-ranked · Next 30 days
DonorScoreStageAgent
RH
Robert Harrington
Class of '87 · $250K
98SolicitationEngagement
TW
Thomas Wallace
Class of '74 · Bequest
95StewardshipPlanned Giving
MC
Margaret Chen
Parent · $100K
87CultivationStewardship
Giving Trend
FY 2024–25
JulSepNovJanMarMay
This Month
$1.8M+
Donors
312
Avg Gift
$5,897
RH
Robert Harrington
Engagement Officer Solicitation
Class of 1987 · College of Engineering · Board of Visitors · San Francisco, CA
📧 r.harrington@email.com 📱 (415) 555-0182 🏢 Harrington Ventures, Managing Partner
AI Composite Score
98
Top 1% of portfolio
Propensity
96
Likely to give
Affinity
91
Engagement depth
Capacity
88
$1M-$5M range
Recency
42
42 days silent
Bequest
34
Low signal
AI Intelligence Summary
Generated by Orbit Predictive Intelligence
Updated 2h ago
WHY THIS SCORE: 98
Robert scores in the top 1% based on: 12-year consecutive giving streak, $250K lifetime total with an accelerating trajectory, Board of Visitors membership, 3 event attendances in the last 12 months, and employment at a PE firm consistent with $1M+ capacity. His 42-day silence is the only risk signal.
Help the AI learn from your expertise
Recommended Next Move
📞 Personal phone call from VP Advancement
42-day gap after a 12-year streak warrants personal attention, not an automated email. Suggest referencing the Engineering Innovation Lab he toured in October. Confidence: 94%
Conversation Starters
“Robert, I wanted to personally update you on the Engineering Innovation Lab. The design phase just wrapped and I thought of your visit in October...”
“The Board of Visitors meeting in April will feature the new lab renderings. Would love your perspective before we present to the full board...”
Giving History
$247,500 lifetime · 12 years
Lifetime
$247,500
Last Gift
$50,000
Largest
$50,000
Annual Giving Trend
FY25
$0
FY24
$50K
FY23
$35K
FY22
$25K
FY21
$25K
FY20
$20K
Gift Designations
Engineering Innovation Fund$142,500
Annual Fund (Unrestricted)$65,000
Engineering Scholarship$40,000
Relationship Timeline
42-day silence detected
AI flagged for VP attention · Today
$50,000 gift to Engineering Fund
Largest gift to date · Oct 2024
Engineering Innovation Lab tour
Private tour with Dean Park · Oct 2024
Board of Visitors re-elected
3rd term · Sep 2024
Homecoming donor reception
Attended with spouse · Sep 2024
$35,000 gift to Engineering Fund
Annual increase trend · Dec 2023
Wealth Intelligence
DonorSearch · Last refreshed 14 days ago
Estimated Net Worth $8.2M - $14M
Real Estate $3.4M (2 properties)
SEC Filings $1.2M (insider)
Other Philanthropy $380K (4 orgs)
Political Giving $45K (FEC)
CAPACITY ASSESSMENT
Based on wealth indicators, Robert has capacity for a $250K-$500K major gift. Current ask of $250K is at the low end of his range. AI recommends testing $350K in next solicitation.
Engagement & Connections
Engagement Score Breakdown
Event AttendanceHigh
Email EngagementMedium
Volunteer ActivityHigh
Social MediaLow
Peer Connections
TW
Thomas Wallace· Board colleague
MC
Margaret Chen· Co-chair, Eng Fund
DP
Dean Park· Key relationship
Activity Log
AI actions and staff interactions, combined view
⚠
42 days without contact detected
AI flagged for VP attention · Normally 14-day cadence · Score dropped 1pt
Today
🤝
Engagement Officer drafted re-engagement memo
Personalized outreach referencing Engineering Lab tour · Awaiting approval
Today
👤
Kelly Morrow: Phone call (no answer)
Left voicemail re: Board of Visitors April meeting. Will try again Thursday.
3 days ago
💌
Stewardship Officer sent endowment impact update
Engineering Innovation Fund FY24 results · Email opened (2 min read time)
2 weeks ago
👤
Dean Park: In-person visit, campus tour
Toured Engineering Innovation Lab. Robert very engaged, asked about naming. Spouse attended.
Oct 2024
💰
$50,000 gift recorded: Engineering Innovation Fund
Online gift · Acknowledgment sent same day · Stewardship triggered
Oct 2024
Internal Notes
Gift Officer Note Kelly M. · Jan 15
Robert mentioned at the October tour that he is exploring a naming gift for the collaboration lab. He wants to involve his wife in the decision. Do NOT send mass emails to this donor. Personal touch only.
Stewardship Note System · Oct 2024
Endowment impact report sent and opened. Email tracking shows 2-minute read time. No click on the "schedule a visit" link.
Relationship Intelligence AI · Ongoing
Robert responds best to personal outreach from senior leadership. Email open rate is 34% for bulk sends but 100% for VP-signed personal emails. Prefers phone calls to email for scheduling.
Giving Day Setup
Configure your giving day: goals, challenges, volunteer tracks, and communication cadence
~7 weeks away
✓
Event Basics
2
Goals & Challenges
3
Incentives
4
Comms Cadence
5
Volunteer Setup
6
Review & Launch
Event Basics
Set the foundational details for your giving day event.
Goals & Challenges
Set your fundraising goals and create matching gift challenges to amplify momentum.
Unit Challenges
🏆 Engineering Challenge Active
First college to 200 donors unlocks $25,000 match from the Harrison Foundation
🌿 Staff Participation Active
75% staff participation unlocks $10,000 Dean's Challenge
Live Preview
Day of Giving 2025
$500,000
Goal · Apr 26, 2025
$0 raised0 donors
Incentives & Unlocks
Create time-based unlocks and milestone incentives that drive urgency throughout the day.
Incentive Types
⚡
Power Hour
2x matching during a set hour
🎯
Donor Count Unlock
Milestone triggers bonus match
🏆
First Gifts
Bonus for first N donors
🔔
Countdown Surge
Final 60-min urgency push
Schedule Power Hours
⚡
Morning Rush
8:00–9:00 AM · 2x match
On
☀️
Noon Surge
12:00–1:00 PM · $50 bonus
Scheduled
🌙
Final Hour
11:00–midnight · 3x match
Scheduled
Communications Cadence
The Engagement Officer will personalize and send each touchpoint automatically. Adjust timing and channels below.
Pre-Event
📧
Save the Date
~7 weeks out · Email · AI personalized
📱
Countdown Reminder
7 days out · Email + SMS
🔔
Eve of Event
1 day out · Email
Day Of
🌅
Morning Launch
6:00 AM · Email + SMS
⚡
Power Hour Alerts
Per schedule · Push + SMS
🎉
Milestone Unlocks
Automated · All channels
🌙
Final Hour Urgency
11 PM · All channels
Volunteer Setup
Configure volunteer roles, assign class agents, and set communication guidelines.
Volunteer Roles
📣
Class Agents
Peer-to-peer solicitors by class year
47 enrolled
📱
Social Ambassadors
Social media promoters
23 enrolled
🎓
Faculty Champions
Unit-level participation drivers
18 enrolled
💼
Board Volunteers
Campaign committee members
6 enrolled
Engagement Officer Volunteer Toolkit
AI-personalized volunteer scripts
Real-time leaderboard access
Thank-you automation post-gift
Text-to-give script (volunteers)
Engagement Officer drafts all volunteer outreach
Review & Launch 🚀
Everything looks great! Review your giving day configuration before going live.
✅
Day of Giving 2025
April 26, 2025 · $500K goal · 2,000 donors
✅
3 Power Hours scheduled
Morning, Noon, Final Hour
✅
8 comms touchpoints configured
The Engagement Officer will personalize each automatically
✅
94 volunteers enrolled
4 roles · Toolkits ready
⚠️
Giving form not yet published
Build your giving form →
Pre-Launch Checklist
✓Event page URL configured
✓Stripe payment connected
✓Blackbaud sync active
✓Engagement Officer cadence approved
○ Giving form published
○ Test send approved
Step 2 of 6
⚡ Command Center
Day of Giving 2025 · Real-time monitoring and response
Live Mode
$0
Raised Today
0
Donors
$0
Avg Gift
0% to goal
47
Days to Event
94
Volunteers Active
🔔 Alerts & Actions
AI-generated priorities
3 new
🔴
Robert Harrington: 42 days silent
Engagement Officer ready to send personal outreach
⚡
Engineering challenge: 112 donors needed
Engagement Officer can activate class agent chain
✅
Stripe connected · Blackbaud syncing
All payment systems ready
📧
Save the Date email not yet sent
~7 weeks out, ideal window now open
💫 Gift Feed
Simulated giving day activity
Demo
Sarah M. · Engineering
$250
now
Alumni '99 · Arts
$1,000
2m
James K. · Parent
$500
5m
Anonymous · Staff
$50
7m
Margaret C. · Faculty
$2,500
12m
Avg gift: $860 Streak: 5 gifts
🏆 Unit Leaderboard
By donor count
1
Engineering
168
2
Business
144
3
Arts & Sci
121
4
Education
90
5
Law
64
👥 Volunteer Status
94 enrolled · Real-time task tracking
Class Agents
47
Ambassadors
23
Faculty Champs
18
Board Vols
6
72% have completed onboarding · 14 tasks outstanding
📊 Channel Performance
Pre-event engagement
Email (Engagement)34% open · 8.2% click
SMS91% open · 22% click
Social (Engagement)4.1% engagement
Volunteer P2P62 gifts attributed
Volunteer Management
94 enrolled across 4 roles · Engagement Officer manages all outreach and task assignment
Total Enrolled
94
↑ 12 this week
Onboarded
68
72% complete
Tasks Done
214
↑ 48 today
P2P Gifts
62
$24,800 attributed
Invited 8
Patricia Nguyen
Class Agent · '04
Pending
PN
Marcus Webb
Social Ambassador
Pending
MW
Onboarding 18
David Okonkwo
Class Agent · '99
In Progress
DO
✓ Profile complete
○ Watch training video
Jennifer Lau
Faculty Champion · Eng
In Progress
JL
✓ Profile complete
✓ Video watched
○ Script reviewed
Active 62
Christine Park
Class Agent · '09 · Star
⭐ 24 gifts
CP
✓ 3 asks sent today
✓ 2 pledges secured
Robert Kim
Board Volunteer
VIP
RK
✓ Challenge committed
✓ Team of 5 enrolled
Ana Torres
Social Ambassador
8 posts
AT
Top Performers 6
🥇 Christine Park
Class '09 · 24 gifts secured
$6,200 attributed
🥈 Marcus T.
Class '14 · 18 gifts secured
$4,100 attributed
🥉 Jennifer Lau
Faculty · 14 units engaged
Giving Forms Builder
Drag-and-drop form builder with live preview · Integrated with Stripe & Blackbaud
Add Field:
Day of Giving 2025
One day. Limitless impact.
Gift Amount
Select Your Gift Amount
$25
$50
$100
$250
$500
Other
Fund Picker
Designate Your Gift (optional)
Greatest Need ▾
Toggle
Make it Recurring?
Yes, make this a monthly gift
Text
First Name
Jane
Text
Last Name
Doe
Email
Email Address
jane@example.com
Checkbox
Anonymous gift?
Keep my gift anonymous
Day of Giving 2025
Support what matters most to you
Select Your Gift
$25
$50
$100
$250
$500
Other
Designate Your Gift
Make this a monthly gift
Keep my gift anonymous
🔒 Secure · Processed by Stripe · Tax-deductible
Prospect Portfolio
840+ active prospects, AI-ranked by composite score
Total Pipeline
$18M+
↑ QoQ
Active Prospects
840+
↑ 60+ this month
Ready to Solicit
30+
AI score 85+
Avg Composite Score
71
↑ vs last quarter
All (840+) Solicitation (34) Cultivation (189) Discovery (291) Stewardship (203) Planned Giving (48) Campaign Priority (89) Overdue Contact (17)
Sort: AI Score (highest first)
DonorAI ScoreCapacityStageLast ContactAskOfficer
RH
Robert Harrington
Class of '87 · Engineering · Board of Visitors
98
$1-5M
Solicitation42 days ago$250KEngagement
TW
Thomas Wallace
Class of '74 · Arts · Legacy Society
95
$5M+
Stewardship12 days agoBequestPlanned Giving
JR
James Reinholt
Class of '68 · Law · CGA Prospect
91
$1-5M
Cultivation5 days agoCGAPlanned Giving
MC
Margaret Chen
Parent · Business School · Campaign Donor
87
$250K-1M
Cultivation8 days ago$100KStewardship
PS
Patricia Simmons
Class of '92 · Medicine · Reunion Year
84
$250K-1M
Cultivation3 days ago$75KEngagement
DK
David Kim
Class of '01 · Computer Science · Tech Founder
79
$1-5M
Discovery21 days agoTBDEngagement
LB
Linda Braxton
Class of '79 · Education · Retired Dean
76
$100K-250K
Stewardship18 days ago$25KStewardship
MW
Michael Wu
Class of '15 · Engineering · LYBUNT
68
$10K-50K
Discovery34 days ago$5KEngagement
EO
Elena Okafor
Class of '05 · Young Alumni · Rising Star
64
$25K-100K
Discovery6 days ago$10KEngagement
AF
Angela Foster
Class of '83 · Nursing · Estate Prospect
61
$250K-1M
Discovery45 days agoIRA QCDPlanned Giving
Showing 10 of 840+ prospects
Engagement Officer
AI-powered donor outreach, cultivation, and communications at scale
Online
🤝 Engagement
🌐 Orbit Command
Chat with this agent or all agents at once
VE
Engagement Officer · Active now
Good morning, Kelly. 3 actions ready: Harrington re-engagement memo, 8 LYBUNT emails (Segment B), and Class of '99 reunion cadence. What would you like to tackle first?
ORB
Orbit Command · All Agents
All five AI Officers are listening. Ask anything. I will route to the right agent or coordinate across all Officers simultaneously.
🧑‍✈️
Human Review Queue
3 actions awaiting approval
3
▾
Engagement Officer Autonomy Supervised
ManualSupervisedAutonomous
Routine actions execute automatically. High-value or sensitive actions require your approval.
📧
Re-engagement Email
Robert Harrington: Lapsed 42 days
Segment B · LYBUNT · $250K prospect
"Robert, it was wonderful to see the impact of your generosity last spring. I've been thinking about your interest in the engineering lab expansion…"
📬
Bulk Campaign: 8 Donors
LYBUNT Segment B Re-engagement
Personalized for each · Avg score 91/100
"It's been a while since we've connected, and we miss you. Your past support of [Fund] made a real difference for students like…"
🎓
Reunion Ask: 24 Donors
Class of '99 · 25-Year Milestone
Avg ask $2,500 · Launch Apr 15
"Twenty-five years. Can you believe it? So much has changed, and so much of that change was made possible by people like you…"
Recent Decisions
Approved: Giving Day save-the-date (312 donors)
Yesterday
Edited: Wallace cultivation memo
2 days ago
Skipped: Patterson auto-upgrade email
3 days ago
🤝
Engagement
Personalizes every touchpoint and cultivates relationships at scale
🚀 Ready to Deploy
3 actionsRoutine actions execute automatically. Sensitive or high-value actions require your approval.
>
📧
Harrington Re-engagement
LYBUNT · 42 days silent · $250K capacity · Personalized memo ready
📬
LYBUNT Segment B: 8 Emails
Personalized per donor · Avg engagement score 91 · Ready to send
🎓
Class of '99: 25-Year Reunion Asks
24 personalized asks · Avg $2,500 · 90 days to event · Launch Apr 15
📊 Engagement Pipeline
840+
Active prospects
210+
LYBUNT
89
Lapsed 60+ days
310+
Touchpoints / mo
Email open rate41%
Re-engagement conversion22%
📅 Upcoming Asks & Events
Class of '99 cadence launch: Apr 15
~7 weeks
Day of Giving: May 2
~9 weeks
Senior Gift Campaign: May 15
~11 weeks
👤 Engagement Portfolio
Donors managed by the Engagement Officer, ranked by AI composite score
DonorScoreStageLast ContactNext Move
RH
Robert Harrington
Class of '87 · $250K capacity
98Solicitation42 days agoVP phone call
PS
Patricia Simmons
Class of '92 · Reunion year
84Cultivation3 days agoReunion ask email
DK
David Kim
Class of '01 · Tech founder
79Discovery21 days agoDiscovery meeting
MW
Michael Wu
Class of '15 · LYBUNT
68Discovery34 days agoRe-engagement email
EO
Elena Okafor
Class of '05 · Rising star
64Discovery6 days agoVolunteer invite
Showing 5 of 310+ managed donors
📬 Contact Cadence
Mon
Tue
Wed
Thu
Fri
Sat
Sun
170 touchpoints this week Best open rate: Tue 10am (47%)
Stewardship Officer
AI-powered donor stewardship, impact reports, and recognition programs
Online
💌 Stewardship
🌐 Orbit Command
Chat with this agent or all agents at once
VS
Stewardship Officer · Active now
Hello Kelly. 2 items need your review: Henderson endowment report (FERPA cleared, 3 student bios) and Legacy Circle upgrades for 7 donors. All other stewardship is current.
ORB
Orbit Command · All Agents
All five AI Officers are listening. Ask anything. I will route to the right agent or coordinate across all Officers simultaneously.
🧑‍✈️
Human Review Queue
2 actions awaiting approval
2
▾
Stewardship Officer Autonomy Supervised
ManualSupervisedAutonomous
Routine actions execute automatically. High-value or sensitive actions require your approval.
📄
Endowment Impact Report
Henderson Family Scholarship: FY2025
3 student bios · ~$48K distributed · FERPA cleared
"Dear Mr. & Mrs. Henderson, This year, your generosity transformed the lives of three students. Emma R. (Engineering, '26) wrote: 'This scholarship meant I could…'"
🏆
Society Upgrade Letters: 7 Donors
Legacy Circle Tier Promotion
Crossed $100K lifetime threshold this month
"On behalf of our entire community, it is my honor to welcome you to the Legacy Circle, a recognition reserved for our most steadfast…"
Recent Decisions
Approved: Kim Family Fund annual report
Yesterday
Edited: Okafor Prize stewardship letter
2 days ago
Held: Meridian event run-of-show (pending dates)
4 days ago
💌
Stewardship
Ensures every donor feels the deep impact of their generosity
📤 Ready to Send
2 documentsRoutine actions execute automatically. Sensitive or high-value actions require your approval.
>
📋
Henderson Family Scholarship Report
FY2025 · 3 student bios · ~$48K distributed · FERPA cleared
🏆
Legacy Circle Upgrades: 7 Donors
Crossed $100K lifetime threshold · Personalized per donor · Board signature needed
📊 Stewardship Health
47
Named funds
94%
Reports on time
8
Reports overdue
Donor satisfaction score4.8 / 5.0
Stewarded donor retention89%
🏛 Giving Societies
Legacy Circle
$100K+ lifetime
147
+7 this month
Founders Society
$25K+ lifetime
412
+3 this month
Century Club
$1K+ annual
1,204
+18 this month
📄 Stewardship Portfolio
Donors in active stewardship cycles, ranked by next report due date
Donor / FundFund ValueReport TypeDue DateStatus
HF
Henderson Family Scholarship
Endowed · 3 recipients
$1.2MEndowment ImpactOverdueDraft ready
KF
Kim Family Fund
Annual · Student Success
$380KAnnual ReportApr 1In progress
OP
Okafor Prize in Engineering
Endowed · Research award
$520KStewardship LetterApr 15Scheduled
WE
Wallace Arts Endowment
Endowed · Gallery programs
$2.4MEndowment ImpactMay 1Pending data
Showing 4 of 47 named funds · 8 reports overdue
🎉 Recognition Events
Legacy Circle Annual Dinner: Apr 26
147 invited · 89 confirmed
Scholarship Donor/Student Lunch: May 10
24 donors · 18 students
Commencement Donor Recognition: Jun 7
Full program · Naming ceremony
Planned Giving Officer
AI-powered bequest cultivation, estate gift vehicles, and legacy society
Online
📜 Planned Giving
🌐 Orbit Command
Chat with this agent or all agents at once
VP
Planned Giving Officer · Active now
Good morning Kelly. I've flagged 12 new bequest-intent signals this week: donors age 65+ with 10+ year giving patterns. 3 IRA rollover candidates also identified. All outreach requires your review before sending.
ORB
Orbit Command · All Agents
All five AI Officers are listening. Ask anything. I will route to the right agent or coordinate across all Officers simultaneously.
🧑‍✈️
Human Review Queue
4 actions, legal review advised
4
▾
Planned Giving Officer Autonomy Manual
ManualSupervisedAutonomous
Routine actions execute automatically. High-value or sensitive actions require your approval.
📜
Bequest Outreach: High Priority
Thomas Wallace: Legacy Society Invite
Age 78 · 24 yr giving · $500K lifetime · ⚠️ Legal review advised
"Thomas, your extraordinary 24-year commitment has shaped this institution in profound ways. We'd be honored to invite you to consider..."
📊
CGA Benefit Illustration
Reinholt Family: $200K Gift
Ages 76/74 · Rate 5.9% · Income $11,800/yr · ⚠️ Not tax advice
"Based on a $200,000 charitable gift annuity at current ACGA rates, you and your spouse would receive $11,800 annually for life, with an estimated..."
💛
IRA Rollover Outreach: 8 Donors
Qualified Charitable Distribution
Age 70 and a half+ · Fidelity Charitable DAF holders
"Did you know? As someone who has reached age 70 and a half, you can make a tax-free gift directly from your IRA to support the causes you care about most..."
🔎
Prospect Qualification: New Signal
12 Donors Flagged for PG Outreach
AI confidence 84% · Age 65+ · 10yr consecutive
Planned Giving Officer identified 12 new bequest-intent signals from CRM behavioral data. Recommends adding to legacy society cultivation track.
Recent Decisions
Edited: Patterson CGA illustration (rate corrected)
1 day ago
Held: Suzuki bequest letter (awaiting attorney)
2 days ago
Approved: Legacy Society brochure send (34 donors)
5 days ago
📜
Planned Giving
Identifies estate gift potential and guides planned giving conversations
🔍 Bequest Intent Signals
⚠ Legal review required
📧
IRA Charitable Rollover: Patricia Chen, 73
$35K/yr RMD exposure · 15yr donor · QCD eligible · High affinity score
📜
Bequest Intent Signal: Robert Walsh, 68
Estate planning language detected · Class of '79 · $850K capacity rating
🏛
DAF Outreach: 9 Donor Advised Fund holders
Fidelity/Schwab DAF identified · End-of-year distribution window open
📊 Planned Gift Pipeline
48
Prospects
$4M+
Pipeline value
12
New signals
6
Legacy Society
Bequest intent~25 prospects · $2.8MRoutine actions execute automatically. Sensitive or high-value actions require your approval.
>
IRA / QCD candidates~15 prospects · ~$900K
CGA / CRT candidates~10 prospects · ~$400K
🧮 Gift Vehicle Modeler
Illustrative only. Legal review required.
📈
CGA Model
ACGA rates + deduction
🔄
CRT Model
Income + remainder
📋
Bequest Model
Estate conversation prep
📜 Planned Giving Prospects
Donors with bequest intent signals, CGA/CRT candidates, and IRA rollover eligible
DonorAgeBequest ScoreVehicleEst. ValueSignal
TW
Thomas Wallace
Class of '74 · $500K lifetime
7895Bequest$1M+Estate language · 24yr streak
JR
James Reinholt
Class of '68 · Law
8091CGA$200KIncome interest · Widowed
PC
Patricia Chen
Class of '71 · 15yr donor
7382IRA QCD$35K/yrRMD exposure · High affinity
RW
Robert Walsh
Class of '79 · $850K capacity
6876Bequest$250K+Estate planning language
AF
Angela Foster
Class of '83 · Nursing
6561IRA QCD$20K/yrNew signal, needs validation
Showing 5 of 48 planned giving prospects · $4M+ pipeline value
🏛 Legacy Society
34
Documented intentions
$12M+
Documented expectancies
The AI Planned Giving Officer continuously monitors donor behavior for estate planning signals: attorney references, estate language in correspondence, advanced age with high loyalty, and giving pattern shifts consistent with planned giving readiness.
Campaign Officer
AI-powered campaign management, gift range modeling, and case development
Online
🚀 Campaign
🌐 Orbit Command
Chat with this agent or all agents at once
VC
Campaign Officer · Active now
Good morning Kelly. Horizon 2030 update: $50M raised, 68% to goal, 4pts ahead of pace. Gift range gap at $500K–$1M. Public phase board chairs confirmed. 3 items in your review queue.
ORB
Orbit Command · All Agents
All five AI Officers are listening. Ask anything. I will route to the right agent or coordinate across all Officers simultaneously.
🧑‍✈️
Human Review Queue
3 actions awaiting approval
3
▾
Campaign Officer Autonomy Supervised
ManualSupervisedAutonomous
Routine actions execute automatically. High-value or sensitive actions require your approval.
📊
Campaign Document
Updated Gift Range Chart: Horizon 2030
Reflects 3 Q3 closures · $500K–$1M gap flagged
Revised gift range chart showing $50M raised. 2 additional gifts needed at $500K–$1M to maintain pace. 6 identified prospects with capacity.
📣
Case for Support: Public Phase Draft
Horizon 2030 Public Launch Narrative
4-page document · Board review needed
"Horizon 2030 is more than a campaign. It is a declaration of what we believe is possible when a community unites around a shared vision of excellence…"
🤝
Volunteer Briefing Packets: 6 Chairs
Campaign Committee Pre-Meeting Prep
Individual portfolios · Talking points · Ask strategies
6 personalized briefing packets for committee chairs, each including their assigned prospects, cultivation notes, and suggested ask language for the public phase launch.
Recent Decisions
Approved: Q3 progress report to cabinet
Yesterday
Edited: Harrington cultivation strategy (ask adjusted)
3 days ago
Held: Feasibility study excerpt (confidential)
1 week ago
🚀
Campaign
Drives the comprehensive campaign from quiet phase to public launch
📈 Horizon 2030: Live Progress
68%
$50M
of $75M goal · 4pts ahead of pace
This Quarter
$8M+
Principal gifts
3 closed
Remaining
$25M
⚠
Gift Range Gap: $500K–$1M
Need 2 more gifts. 6 qualified prospects identified.
🎯 Campaign Actions
3 readyRoutine actions execute automatically. Sensitive or high-value actions require your approval.
>
📊
Updated Gift Range Chart
Reflects 3 Q3 closures · $500K–$1M gap flagged · Board ready
📣
Public Phase Case Statement
Board chairs confirmed · Launch narrative ready to draft · 4-page document
🤝
Volunteer Briefing Packets: 6 Chairs
Individual portfolios · Ask strategies · Pre-meeting prep
📋 CASE VSE Reporting
Outright Gifts
$41.2M
Planned Commitments
$7.4M
Pledges
$1.4M
🎯 Gift Range Chart
Horizon 2030 at $75M goal, current progress by tier
Gift RangeNeededClosedGapProspectsStatus
$5M+2200 neededComplete
$2.5M - $5M3300 neededComplete
$1M - $2.5M6513 qualifiedOn track
$500K - $1M8626 qualifiedGap flagged
$250K - $500K121028 qualifiedOn track
$100K - $250K2018214 qualifiedOn track
Under $100KMany412n/aOngoingStrong
🏗 Campaign Prospect Pipeline
Priority prospects for remaining $23.5M gap
DonorTarget RangeStageConfidenceOfficer
RH
Robert Harrington
Engineering Innovation Fund
$500K - $1MSolicitationHighEngagement
MC
Margaret Chen
Business School
$250K - $500KCultivationMediumEngagement
DK
David Kim
Computer Science Building
$1M - $2.5MDiscoveryMediumEngagement
TW
Thomas Wallace
Arts Center (Bequest)
$1M+StewardshipHighPlanned Giving
Showing 4 of 89 campaign priority prospects
Annual Fund Officer
AI-powered alumni engagement at scale: chat-to-give, LYBUNT/SYBUNT, Giving Day, recurring gifts, and prospect qualification
Online
Annual Fund
Orbit Command
Chat with this officer or all officers at once
AF
Annual Fund Officer · Active now
Good morning, Kelly. I have been busy overnight. 2,400 never-giver alumni are now in chat-to-give sequences. 14 alumni qualified for handoff to other Officers. The LYBUNT segment has 340 donors ready for re-engagement, and I have a full Giving Day cadence drafted for your review. 5 items in your queue.
ORB
Orbit Command · All Agents
All five AI Officers are listening. Ask anything. I will route to the right officer or coordinate across all Officers simultaneously.
🧑‍✈️
Human Review Queue
5 actions awaiting approval
5
▾
Annual Fund Officer Autonomy Supervised
ManualSupervisedAutonomous
Routine actions execute automatically. Sensitive or high-value actions require your approval.
💬
Chat-to-Give Sequence: 2,400 Alumni
Never-Giver Outreach Launch
70%+ of alumni base · Personalized by class year and major
"I hope this finds you well. It has been [years] since you graduated from Westfield, and I wanted to reach out with a quick update..."
🎯
Giving Day Cadence: 8 Touchpoints
Day of Giving Communication Plan
6-week cadence · Email + SMS + Social · HITL gates at launch, midday, close
"Touch 1 (6 weeks out): Save the Date email. Warm, informational, no ask..."
📨
LYBUNT Re-engagement: 340 Donors
Last Year But Not This Year Outreach
Personalized per donor · References last gift amount and fund
"Last year, you made a gift of [amount] to [fund name], and it made a real difference..."
🔗
Handoff Recommendation: 14 Alumni
Qualified Prospects for Officer Routing
8 to Engagement · 3 to Planned Giving · 1 to Major Gifts · 2 auto-stewardship
14 alumni from chat-to-give conversations qualify for handoff. Staff confirms each routing with one click.
🔄
Recurring Gift Campaign: 180 Donors
Monthly Giving Conversion
One-time donors under $100 · High engagement signal
"By converting your one-time gift into a recurring monthly contribution, you provide steady, predictable support..."
Recent Decisions
Approved: Class of 2014 reunion micro-campaign (186 alumni)
Yesterday
Edited: SYBUNT segment threshold (changed from 3yr to 2yr)
3 days ago
Approved: Recurring gift nudge for 92 eligible donors
1 week ago
💬
Annual Fund
Engages the unmanaged 70% of alumni at scale through conversation-driven qualification
📊 Alumni Pipeline
18,400+
Total alumni
12,800+
Never given
2,400
In sequences
340
LYBUNT
Chat-to-give response rate18%
First gift conversion4.2%
Alumni participation rate11.4%
🔗 Handoff Routing
AI recommends, staff confirms with one click
Response likelihood above 70% + $1K-$10K signals
→ Engagement Officer
Planned giving language detected (estate, legacy, bequest)
→ Planned Giving Officer
Wealth signal + amount above $10K (3+ conversation touches)
→ Major Gift Officer
First gift captured under $500
→ Stewardship (auto)
👥 Recent Qualifications
Alumni the Annual Fund Officer has qualified from chat-to-give conversations
AlumniConversationSignalRecommended RouteStatus
DK
David Kim
Class of '01 · CS · Tech Founder
4 turns, lab naming interest$100K+ capacityMajor Gift OfficerPending confirm
RS
Rachel Santos
Class of '08 · Nursing
3 turns, recurring interest$2K-$5K rangeEngagement OfficerConfirmed
HW
Harold Wright
Class of '72 · Education
2 turns, mentioned estate planBequest languagePlanned Giving OfficerPending confirm
JM
Jessica Martinez
Class of '19 · Biology
First gift: $50First-time donorStewardship (auto)Routed
Showing 4 of 14 qualified this week
📅 Giving Day Countdown
Save the Date email: Ready for review
~7 weeks
Challenge setup: 4 of 6 configured
~5 weeks
Volunteer activation: 300+ enrolled
~3 weeks
Analytics & Reporting
CASE VSE-compliant benchmarks, AI officer performance, and predictive intelligence
Retention Rate
73%
↑ 5pts vs prior year
Avg Major Gift
$47K
↑ 11%
Pipeline Value
$18M+
45+ open proposals
Participation
11%
↑ trending up
Officer Performance
Last 30 days
Engagement Officer310+ touchpoints
~190 emails · ~50 memos · ~75 proposals · 90%+ satisfaction
Stewardship Officer200+ reports
~90 endowment · ~110 stewardship · 95%+ on time
Planned Giving Officer45+ prospects
12 bequest signals · 8 CGA · $4M+ pipeline
Campaign Officer$50M tracked
45+ proposals · 3 principal gifts · 68% to goal
Industry Benchmarks
CASE VSE · AFP FEP · Veritus Group
Donor Retention
73% You
46% avg
Alumni Participation
11% You
8% avg
Cost to Raise $1
$0.08
$0.16 avg
Major Gift Avg
$47K You
$35K avg
Outperforming peer institutions on all 4 key metrics
Compared to CASE VSE median for private universities with endowment $100M-$500M
Pipeline by Stage
Discovery
291
Cultivation
189
Stewardship
203
Solicitation
34
Avg days in stage:
89
Discovery
142
Cultivation
∞
Stewardship
31
Solicitation
Monthly Giving Trend
FY 2024-25 vs FY 2023-24
JulAugSepOctNovDecJanFebMar
FY25
FY24
+22% YoY
Top Gifts This FY
1
$2,500,000
Anonymous · Engineering Endowment
2
$1,000,000
Wallace Family · Arts Center
3
$500,000
Chen Foundation · Business School
4
$250,000
Braxton Estate · Education Scholarship
5
$150,000
Kim Family · Student Success Center
Predictive Intelligence Models
10 models running continuously across your portfolio
Orbit Differentiator
Propensity
94%
accuracy
Affinity
91%
accuracy
Capacity
87%
accuracy
Bequest
89%
accuracy
Churn Risk
92%
accuracy
Upgrade
86%
accuracy
Channel
90%
accuracy
Timing
84%
accuracy
Engagement
93%
accuracy
Reunion
88%
accuracy
Activity Feed
All AI Officer actions across your portfolio in real-time
All Officers 🤝 Engagement 💌 Stewardship 📜 Planned Giving 🚀 Campaign Needs Review 📥 Inbound
Activity Stream
Today · 20+ actions
🤝
Engagement Officer drafted 8 personalized re-engagement emails for lapsed LYBUNTs in Segment B
Anderson, Bravo, Chen, Davis, Evans, Ford, Green, Harris · Avg open rate prediction: 34%
2m ago
💌
Stewardship Officer generated Henderson Family Scholarship endowment impact report FY2025
3 student recipients · ~$48K distributed · 7.2% endowment growth
14m ago
📜
Planned Giving Officer flagged Thomas Wallace as Priority 1 bequest prospect from CRM screening
Age 78 · 24 consecutive years · $500K lifetime giving · No documented estate intent
1h ago
🤝
Engagement Officer sent 12 personalized thank-you emails for Giving Day early donors
All donors under $1K · Personalized with fund impact data · 89% open rate predicted
1.5h ago
🚀
Campaign Officer updated Horizon 2030 gift range chart after 3 principal gifts closed in Q3
$8M+ closed · 2 gifts needed in $500K-$1M range · Public phase Q4
3h ago
💌
Stewardship Officer prepared 7 Legacy Circle upgrade notifications
Donors crossing $100K lifetime threshold · Custom letters with giving history
3.5h ago
📜
Planned Giving Officer modeled 3 CGA proposals for donors age 72+
Reinholt ($100K, 5.4% rate) · Foster ($50K, 5.7% rate) · Williams ($75K, 5.4% rate)
4h ago
🎯
Engagement Officer personalized 24 reunion giving asks for Class of 1999
Average ask: $2,500 · Reunion fund goal: $60,000 · Launch April 15
5h ago
📥
Donor reply received: Margaret Chen responded to cultivation email
Inbound · "Thank you Kelly, I would love to discuss the Business School fund. Free next Tuesday?" · Routed to Engagement Officer
5.5h ago
📞
Call logged: Dean Park spoke with Thomas Wallace about arts endowment
Inbound · Manual entry by Dean Park · "Thomas expressed interest in naming the gallery wing"
5h ago
⚠
Robert Harrington -- 42 days without contact (normally 14-day cadence)
AI flagged for VP personal outreach · Score impact · Solicitation stage at risk
6h ago
Today's Summary
Total actions23
Awaiting review4
Auto-approved16
Flagged for attention3
Actions by Officer
Engagement11
Stewardship5
Planned Giving4
Campaign3
7-Day Trend
MonTueWedThuFriSatSun
Integrations
Connect your CRM, wealth screening, and payment platforms
CRM & Advancement Platforms
Blackbaud CRM
Gifts, prospects, relationships
Live
Synced 4m ago
Salesforce NPSP
Constituent & gift records
Live
Synced 12m ago
Raiser's Edge NXT
Sync failed 2h ago
⚠ 3 unresolved
Last success: Yesterday 11pm
Banner / Colleague
Student & alumni records
Live
Nightly batch · Last: 2am
Ellucian Advance
Banner-integrated CRM
Connect
Affinaquest
AI-powered fundraising CRM
Connect
Wealth Intelligence
iWave
Capacity & affinity ratings
Live
840+ records · Refreshed 14d ago
DonorSearch
Philanthropic giving history
Live
840+ screened · Refreshed 7d ago
WealthEngine
Net worth & real estate
Connect
Communications & Marketing
Mailchimp
Email campaigns & analytics
Live
Bi-directional · Synced 1h ago
Pardot / MCAE
Marketing automation
Connect
Klaviyo
Advanced email automation
Connect
Payments & Giving
Stripe
Payments & recurring gifts
Live
Givebutter
Giving Day & peer-to-peer
Connect
Fidelity Charitable
DAF gift routing
Connect
Platform Settings
Organization config, user management, Virtual Officer setup, and security
🏛 Organization
👥 Users & Roles
🤖 Virtual Officers
🔔 Notifications
🔒 Security
🗄 Data & Privacy
🏛 Institution Profile
📊 Campaign Configuration
📬 Communication Defaults
👥 Team Members
NameEmailRoleLast ActiveStatusActions
KM
Kelly Morrow
 kmorrow@westfield.edu VP Advancement Now ● Active
JR
James Rivera
 jrivera@westfield.edu Major Gifts 2h ago ● Active
SP
Sandra Park
 spark@westfield.edu Stewardship Yesterday ● Active
DL
David Lim
 dlim@westfield.edu Annual Fund 3 days ago ● Active
MT
Maria Torres
 mtorres@westfield.edu CRM Admin 1 week ago ● Away
🔑 Roles & Permissions
ROLE
Dashboard
Prospects
V. Officers
Analytics
Settings
Approve
VP Advancement
Major Gifts
Stewardship
Annual Fund
CRM Admin
Read Only
🤝
Engagement Officer
Outreach · Cultivation · Annual Fund
● Online
ManualSupervisedAutonomous
Enabled Capabilities
💌
Stewardship Officer
Impact Reports · Giving Societies · Donor Recognition
● Online
ManualSupervisedAutonomous
Enabled Capabilities
📜
Planned Giving Officer
Bequest Signals · Gift Vehicles · Legacy Society
● Online
ManualManualAutonomous
⚠ Legal Review Lock
Planned Giving Officer defaults to Manual. All planned giving communications require attorney review before sending.
Enabled Capabilities
🚀
Campaign Officer
Campaign Management · Gift Range · Case Development
● Online
ManualSupervisedAutonomous
Enabled Capabilities
🔔 System Alerts
Review Queue
Gifts & Donors
Campaigns
📬 Delivery Channels
🕐 Quiet Hours
🔐 Authentication
🌐 API Access
Production API Key
sk-orb-prod-••••••••••••••••4f2a
Anthropic API Key
sk-ant-••••••••••••••••••••8c1b
📋 Audit Log
Kelly Morrow approved Engagement Officer bulk email (8 donors)
Today, 9:14 AM · 192.168.1.1
James Rivera accessed Robert Harrington donor record
Today, 8:41 AM · 192.168.1.4
Planned Giving Officer flagged bequest intent signal: Patricia Chen
Yesterday, 4:12 PM · System
Maria Torres updated CRM integration credentials
Yesterday, 2:08 PM · 192.168.1.9
Failed login attempt: unknown user
2 days ago, 11:33 PM · 203.0.113.42
Kelly Morrow edited Campaign Officer case statement draft
3 days ago, 3:20 PM · 192.168.1.1
🛡 IP Allowlist
192.168.1.0/24Campus network
10.0.0.0/8VPN range
🗄 Data Governance
📤 Data Export
Full donor export
CSV · All fields · Requires VP approval
Gift transaction history
CSV · Last 7 years · CASE VSE format
AI agent audit log
JSON · All officer decisions and approvals
🔕 Donor Suppression
Current Suppression List
Opt-out donors840+
MGO-assigned (no AI contact)210+
Deceased / litigation hold31
🤖 AI Model Settings
✓ Settings saved
📜
Communication Editor
Planned Giving Officer generated draft
📧 Email
📄 Letter
📋 Internal Memo
Recipient
Subject
From