Foundations and giving
Foundations and giving programs
For grantmakers, philanthropic funds, corporate giving teams, and community foundations.
Giving programs
AI-built journey example
The repeated pain
Giving programs depend on forms, eligibility rules, assessment notes, decision records, emails, payment milestones, and acquittal reports that often live across different tools.
How Zoomplify connects the work
AI connects files, records, notes, numbers, and past work into a working context teams can query, cite, and reuse.
What the team gets
A clearer giving journey with application forms, applicant emails, review steps, and evidence collection built around the program rules.
Forms, emails, journeys, and outputs
The practical pieces around the process
Zoomplify generates the forms that collect the right information, drafts the emails that move the work forward, builds the journey that keeps the process on track, and drafts the outputs the team reviews.
Generated forms
Drafted emails
Built journeys
Review-ready outputs
Journey
From process to reusable journey
Start with an SOP, guideline, previous report, or email thread. Zoomplify maps the work and generates the forms, emails, checks, and approvals around it.
Translate the program rules
Use guidelines, criteria, and past rounds to shape forms, review steps, and applicant communications.
Build the assessment journey
Connect applications, scorecards, committee notes, decisions, and payment milestones in one journey.
Keep follow-up moving
Generate acquittal reminders, reporting forms, and evidence requests as the process moves forward.
Connected sources
The context that usually gets chased down
Program guidelines
Application forms
Assessment criteria
Applicant CRM records
Committee notes
Payment milestones
Practical outcomes
What changes for the team
AI turns program rules into consistent forms and assessment steps
Applicant emails are drafted from each stage of the journey
Reporting reminders and evidence requests are generated automatically