Forward to: Development Team

Donor & Fundraising
Intelligence Workflows

Ten agent workflows for the Development Team — donor prospect identification, fundraising campaign monitoring, major gift intelligence, giving pattern analysis, corporate philanthropy tracking, peer organization benchmarking, donor retention analytics, crowdfunding landscape monitoring, planned giving intelligence, and development dashboard reporting — enabling data-driven fundraising decisions powered by comprehensive domain intelligence.

1Donor Prospect Identification

AI agent monitors corporate and foundation domains to identify prospective donors by tracking philanthropic activity, CSR programs, and giving patterns — providing real-time donor intelligence for the development team.

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Scan Corporate Philanthropy Signals
/sustainability/press/about/partnersOpenPageRank
DONOR PROSPECT INTELLIGENCE — 1,240 ORGANIZATIONS TRACKED ════════════════════════════════════════════════════════ salesforce.org /sustainability: $500M in grants since inception, focus shifting to education equity /press: New $50M fund for workforce development announced /partners: Accepting new non-profit partner applications SIGNAL: Strong alignment with our workforce programs — initiate outreach mackenziescott.com /about: Updated giving priorities — community-led organizations emphasized /press: $2.1B in latest giving round — 384 organizations SIGNAL: High-probability prospect — our profile matches giving criteria bloomberg.org /sustainability: Climate + public health remain priority areas /press: $180M for maternal health initiative /careers: +22% program officer hiring SIGNAL: Expanding capacity but shifting focus — monitor for alignment

2Fundraising Campaign Intelligence

AI agent monitors peer non-profit fundraising campaigns to benchmark performance, identify successful strategies, and track competitive fundraising landscapes across the sector.

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Monitor Peer Campaign Performance
/about/press/eventsIAB Categories
PEER FUNDRAISING CAMPAIGN ANALYSIS ════════════════════════════════════════════════════════ charitywater.org /about: Year-end campaign raised $42M — 18% above goal /events: Spring Gala tickets sold out in 48 hours Strategy: Matching gift campaign + donor-funded operations model INSIGHT: Matching gift campaigns driving 34% higher conversion feedingamerica.org /press: GivingTuesday raised $28M — record performance /about: Digital-first strategy generating 62% of individual gifts INSIGHT: Digital acquisition cost down 18% with peer-to-peer model stjude.org /events: Thanks & Giving campaign — $100M annual target /press: Corporate partner expansion — 14 new brands SIGNAL: Aggressive corporate partnership strategy — competitive threat

3Major Gift Prospect Monitoring

AI agent tracks high-net-worth individual and family foundation domains to identify major gift opportunities, monitor giving patterns, and detect engagement signals that precede significant donations.

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Track Major Donor Signals
/about/press/leadershipOpenPageRankDomain Age
MAJOR GIFT PROSPECT PIPELINE — TOP SIGNALS ════════════════════════════════════════════════════════ HIGH-PROBABILITY GIFT SIGNALS: arnoldfoundation.org — Laura & John Arnold Foundation /about: New strategic focus on evidence-based programs /leadership: New program director hired for our sector /press: $75M committed to criminal justice reform SIGNAL: Direct alignment — schedule meeting with program director emersoncollective.com /about: Expanded giving in education + immigration /press: $30M initiative for community colleges SIGNAL: Growing budget in our focus area — cultivation opportunity PROSPECT PIPELINE SUMMARY: Major gift prospects tracked: 186 foundations High-probability signals this quarter: 12 Estimated pipeline value: $8.4M - $14.2M

4Corporate Philanthropy Tracking

AI agent monitors corporate social responsibility programs, matching gift policies, employee giving platforms, and corporate foundation activities to identify and cultivate corporate donor relationships.

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Monitor Corporate Giving Programs
/sustainability/about/partners/careersIAB Categories
CORPORATE PHILANTHROPY LANDSCAPE — 520 COMPANIES TRACKED ════════════════════════════════════════════════════════ google.org /sustainability: $1B annual commitment — AI for social good priority /partners: Accepting applications for Google.org Impact Challenge /about: Expanded employee matching to 3:1 ratio SIGNAL: Apply for Impact Challenge — deadline March 2026 microsoft.com /sustainability: Philanthropies budget increased 15% to $3.2B /about: Employee giving program — $255M matched last year /careers: Hiring social impact program managers SIGNAL: Employee engagement campaign opportunity — Q2 target patagonia.com /sustainability: 1% for the Planet — $140M total giving /press: Self-imposed Earth tax — all profits to environment SIGNAL: Environmental focus only — limited alignment with our mission

5Giving Pattern Analysis

AI agent analyzes donor giving patterns across the non-profit sector by monitoring donation platform domains, charity rating sites, and annual report pages to identify trends and optimize fundraising timing.

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Analyze Sector Giving Trends
/about/press/blogIAB CategoriesCountries
GIVING PATTERN ANALYSIS — Q1 2026 ════════════════════════════════════════════════════════ givingusa.org /press: Total US giving: $557B (+3.2% YoY) /about: Individual giving: $374B | Foundation: $105B candid.org /blog: Foundation giving up 8% — largest increase in 5 years /press: DAF distributions accelerating — $52B in 2025 SEASONAL PATTERNS DETECTED: GivingTuesday: +42% YoY online giving Year-end (Nov-Dec): 31% of annual individual giving Q1 dip: -18% vs Q4 — typical seasonal pattern RECOMMENDATION: Launch spring campaign by March 15 to capture Q1 momentum CHANNEL MIX SHIFTS: Online giving: +14% — now 28% of total Direct mail: -6% continuing decline DAF grants: +22% — fastest growing channel

6Peer Benchmarking Intelligence

AI agent monitors comparable non-profit organizations to benchmark fundraising performance, program spending ratios, leadership changes, and strategic pivots that inform competitive positioning.

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Benchmark Against Peer Organizations
/about/investors/leadership/careersOpenPageRank
PEER ORGANIZATION BENCHMARKING ════════════════════════════════════════════════════════ Organization Revenue Prog% Fund% Admin% Trend directrelief.org $1.9B 99.2% 0.3% 0.5% +12% salvationarmy.org $3.8B 82.1% 10.4% 7.5% +4% habitat.org $2.1B 84.3% 8.9% 6.8% +7% unitedway.org $3.2B 87.6% 7.1% 5.3% -2% Our Organization $48M 81.4% 11.2% 7.4% +1% COMPETITIVE GAPS: Program spend ratio: Below peer average of 86.9% Revenue growth: 1% vs peer avg 5.3% RECOMMENDATION: Increase program spend ratio to 85% by Q4

7Donor Retention Analytics

AI agent monitors donor engagement platforms and communication tools to track retention signals, identify at-risk donors, and optimize stewardship strategies for maximum lifetime value.

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Track Donor Retention Signals
/products/blog/case-studiesOpenPageRank
DONOR RETENTION INTELLIGENCE ════════════════════════════════════════════════════════ bloomerang.co — Donor management platform /blog: Sector avg retention rate: 43.6% (2025 data) /products: New AI-powered lapsed donor reactivation tool /case-studies: Organizations using AI see 12% retention lift networkforgood.com /blog: Monthly giving retention: 90%+ vs 43% one-time /products: Automated stewardship workflow tool INSIGHT: Convert 10% of one-time to monthly = $420K annual lift OUR RETENTION METRICS: Overall retention: 41% (below 43.6% avg) Major donor retention: 78% Monthly donor retention: 88% First-year donor retention: 22% (critical gap) ACTION: Implement 90-day onboarding sequence for new donors

8Crowdfunding & Digital Giving Monitor

AI agent monitors crowdfunding platforms and digital giving tools to track emerging fundraising technologies, campaign innovations, and online giving trends that inform digital strategy.

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Track Digital Fundraising Innovation
/products/press/blogDomain AgeIAB Categories
DIGITAL FUNDRAISING LANDSCAPE ════════════════════════════════════════════════════════ gofundme.com /press: $30B raised total — non-profit campaigns up 28% /products: New verified non-profit badge program /blog: Average campaign raise: $3,800 — up 15% classy.org /products: Classy Studio — AI-powered campaign builder /case-studies: Peer-to-peer campaigns 3.2x ROI vs direct appeals /press: Acquired by GoFundMe — platform integration underway givebutter.com — Emerging platform /products: Free fundraising tools + tipping model Domain Age: 2,190 days | PageRank: 5.4 /press: Processing $800M annually — 40% growth SIGNAL: Evaluate for peer-to-peer campaign launch

9Planned Giving Intelligence

AI agent monitors estate planning firms, wealth management companies, and planned giving platforms to identify trends in legacy giving, bequest patterns, and planned gift vehicle innovations.

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Monitor Planned Giving Landscape
/products/blog/aboutOpenPageRank
PLANNED GIVING MARKET INTELLIGENCE ════════════════════════════════════════════════════════ freewill.com /products: Online will-making tool — 900K wills created /press: $10B in planned gift commitments facilitated /about: 1,200+ non-profit partners SIGNAL: Integrate FreeWill for online bequest solicitation pgcalc.com /blog: CGA rates increased — highest in 15 years /products: Gift illustration software updated for 2026 INSIGHT: Promote CGAs now — rates make them highly attractive PLANNED GIVING TRENDS: Bequests: $46B annually — largest planned gift type DAF-to-bequest pipeline: Growing — new cultivation strategy Average bequest: $73,000 — up 8% YoY RECOMMENDATION: Launch legacy society with 50+ current donors

10Development Dashboard

AI agent synthesizes all donor and fundraising intelligence into an executive dashboard — providing leadership with real-time visibility into fundraising performance, donor pipeline, and competitive positioning.

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Generate Development Intelligence Dashboard
/about/press/investorsOpenPageRankIAB Categories
DEVELOPMENT DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ FUNDRAISING PERFORMANCE: Annual goal: $52M | YTD: $14.8M (28.5% — on track) Major gifts pipeline: $8.4M - $14.2M Donor retention: 41% (target 48%) PROSPECT PIPELINE: Corporate prospects: 520 tracked | High-probability: 18 Foundation prospects: 186 tracked | High-probability: 12 Major gift individuals: 94 in cultivation COMPETITIVE POSITION: Revenue growth: 1% vs peer avg 5.3% Digital giving: Growing 14% — above sector average
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Generate Development Report

Development Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Corporate donors tracked: 520 domains Foundation prospects: 186 domains Major gift signals: 12 high-probability this quarter Peer organizations benchmarked: 24 domains KEY INSIGHTS DAF distributions accelerating — $52B sector-wide, fastest growing channel. Corporate philanthropy budgets expanding across tech sector. First-year donor retention at 22% is critical gap requiring immediate 90-day onboarding sequence. Planned giving rates at 15-year high creating opportunity for legacy society launch.
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