NGOS

AI Agent for Donor Management in NGOs

Staff spend hours on calls chasing donations that quietly lapse: the agent organises your base, spots at-risk donors and triggers the right outreach before they leave.

AI Agent for Donor Management in NGOs

An AI agent for donor management in NGOs 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.

Staff spend hours on calls chasing donations that quietly lapse: the agent organises your base, spots at-risk donors and triggers the right outreach before they leave.

THE CHALLENGE

donor management in NGOs

In donor management in NGOs, 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.

  • Donors lost to inaction

    Without regular follow-up, many one-off donors stop giving and the NGO only notices months later.

  • Receipts and deductions by hand

    Issuing donation certificates and justifying tax deductions for each giver takes hours of admin work.

  • Segmentation for campaigns

    Asking without distinguishing donor type, frequency or channel reduces the impact of every fundraising drive.

APPROACH

donor management in NGOs

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

  1. Donor onboarding and profiling

    The agent records donation type, frequency and interests in a single updatable record.

  2. Tracking the giving cycle

    It detects inactive donors and schedules reminders or thank-yous by organizational rules.

  3. Campaign segmentation

    It groups donors by channel, amount and history so each campaign reaches the right audience.

  4. Issuing tax certificates

    It generates donation certificates and tax documents under the manager's supervision.

DELIVERABLES

donor management in NGOs

An operational, traceable agent under your control.

  • Single donor record

    A record with giving history, frequency and contact preferences.

  • Inactive-donor alert

    An automatic warning when a giver reduces or stops donations.

  • Donation certificate

    A tax document issued with each contribution's details and amount.

  • Segmented campaign lists

    Audiences grouped by channel, amount and frequency for each action.

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.

FAQ

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