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Fundraising

Fundraising and donor teams

For development, philanthropy, major gifts, campaigns, and supporter engagement teams.

Fundraising teams

AI-built journey example

1
Major donor briefing request
2
Major donor follow-up
3
Major donor briefing journey
4
Generated donor briefing

The repeated pain

Donor-ready work depends on CRM notes, emails, giving history, impact stories, budgets, and program updates that rarely sit together.

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 donor-ready briefing or proposal with current impact, relationship context, and next actions.

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

Major donor briefing request
Campaign story intake form
Donor preference update

Drafted emails

Major donor follow-up
Event thank-you email
Lapsed donor re-engagement

Built journeys

Major donor briefing journey
Campaign proposal journey
Stewardship follow-up journey

Review-ready outputs

Generated donor briefing
Drafted campaign proposal
Drafted stewardship report

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.

01

Build the donor picture

Bring relationship notes, giving history, preferences, and open actions into one working context.

02

Match interests to impact

Connect donor interests with current programs, outcomes, stories, and funding needs.

03

Draft the next conversation

Generate a briefing, proposal, or stewardship update for the team to review and refine.

Connected sources

The context that usually gets chased down

Donor CRM records

Giving history

Program updates

Impact stories

Campaign budgets

Practical outcomes

What changes for the team

AI-generated briefs combine donor history, interests, and current impact

Campaign proposals are drafted from approved stories and funding needs

Generated stewardship updates retain the team's voice and relationship context