FOUNDATIONS

AI agent for donor acquisition in foundations

Asking everyone the same is asking no one: the agent identifies supporter profiles, sharpens the message and guides each donor to their first gift and beyond.

AI agent for donor acquisition in foundations

An AI agent for donor acquisition in foundations integrates with your tools and current flow, with human supervision and traceability. Before automating we define the task, exceptions and success criteria.

We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent adapts to your sector and real process, not the other way round.

We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.

Asking everyone the same is asking no one: the agent identifies supporter profiles, sharpens the message and guides each donor to their first gift and beyond.

THE CHALLENGE

donor acquisition in foundations

In donor acquisition in foundations, manual work is slow, depends on staff and leaves room for error; automating it without knowing the sector's flow is a risk. The difference is an agent with rules, exceptions and control, built for your operation.

  • Sporadic donors never converted

    Many one-off contributions never become recurring donors for lack of follow-up.

  • Corporate partners without a plan

    Contact with sponsors and companies happens reactively, with no fundraising calendar.

  • Invisible legacies and major gifts

    Legacy or major-gift opportunities go unnoticed because the existing base is never analysed.

APPROACH

donor acquisition in foundations

An agent with rules, exceptions and milestone control, adapted to your sector.

  1. Donor base analysis

    The agent profiles donors by capacity, cause and bond to steer each type of fundraising.

  2. Segmentation rules by profile

    It separates one-off, recurring, corporate and potential legacy donors with its own criteria.

  3. Supervised fundraising proposals

    It drafts campaigns and key contacts and leaves them for the foundation team's approval.

  4. Relationship follow-up

    It records every interaction and flags cooling relationships to reactivate them.

DELIVERABLES

donor acquisition in foundations

An operational, traceable agent under your control.

  • Segmented donor profiles

    Groups by capacity and bond, prepared to drive each fundraising action.

  • Fundraising calendar

    A plan of campaigns and contacts with companies and major donors, ready to review.

  • Campaigns approved per profile

    Defined messages and audiences per segment, reviewed before launch.

  • Donor relationship report

    Interaction tracking with cooling alerts so no bond is lost.

TRUST

AI applied to real sector processes with supervision

AI agents adapted to your sector's real operations since 2008, with human supervision, traceability and milestone control in Barcelona, Madrid and remote. Code and documentation under your control, without lock-in.

  • Adapted to your sector's real operation.
  • Human supervision with milestone and exception control.
  • A measurable first release before expanding scope.
  • Code, configurations and documentation under your control.

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