Meeting prep in minutes
A donor meeting brief with who they are, why the meeting matters now, likely motivations, talking points, questions to explore, and the risks worth knowing.
Prepare a brief for my lunch with Sarah Williams tomorrow.
Ignite AI Agents · Fundraising
Major gift strategy thatknows the next move.
The Major Gift agent prepares meeting briefs, ask strategies, and 90-day cultivation plans from the relationship history in your CRM. Gift officers walk in knowing the relationship, the timing, and what to do after the meeting, and every recommendation separates evidence from hypothesis.
Donor meeting brief
Sarah Williams
Lunch tomorrow · Leadership Circle · $18,400 lifetime
Lead with the paused pledge and the June scholarship cohort. Her motivation is impact she can see.
- Three years of steady giving; the pledge paused in MarchGiving history
- Asked twice about the scholarship fund named for her motherConversations
- Risk on timing: resolve the paused pledge before a new askHypothesis
- Next move: introduce two scholars before any numberRecommendation
Evidence usedHypothesis, labeled
Proposed follow-up taskPending
Proposed, not sent. Waits for your approval.
Every recommendation carries
- Evidence used
- The CRM facts that support the recommendation
- Hypothesis, labeled
- Best current thinking presented as thinking, not certainty
- What’s still missing
- The gaps in the record that still matter, called out plainly
- One clear next move
- A decisive recommended action, not a list of equal options
From qualified prospect to confident ask.
Ask in plain language. Every recommendation is grounded in the relationship record and labeled for what it is: evidence, hypothesis, or open question.
Ask strategy, framed honestly
A best-current ask hypothesis with the evidence behind it, suggested framing, and timing. Ranges over false precision, and a flag when the evidence says wait.
How should we frame the ask for the Peterson family?
90-day cultivation plans
A staged 30-, 60-, and 90-day sequence a fundraiser can run, with assumptions labeled and the single highest-priority action named.
Build a 90-day cultivation plan for this prospect.
The single next best move
One recommended move, why it wins over the alternatives, and what would change the call. Outreach, stewardship, ask prep, or wait: it names one and shows why.
What’s the best next move with the Chens?
Opportunity probability, explained
Gift opportunities scored from team dynamics, historical conversion, engagement, and giving signals. On the dashboard, it explains why its number differs from the stage default.
Explain the AI probability on this opportunity.
Portfolio balance, recommended
Reassignment recommendations that weigh each gift officer’s load, win rate, and stale opportunities. The agent recommends. It never reassigns on its own.
Rebalance the portfolios across our gift officers.
How the agent works
Confirm, gather, frame, recommend.
The same decision discipline runs behind every request, and it starts by checking that the prospect is ready for strategy work.
01
Confirm
Checks the prospect is clearly identified and qualified. Thin or ambiguous context gets flagged for Prospect Research rather than guessed at.
02
Gather
Pulls prior giving, recent engagement, household and relationship context, and campaign history from the live record.
03
Frame
Picks the right artifact for the decision at hand: meeting brief, ask strategy, cultivation plan, or next best move.
04
Recommend
Delivers a decisive recommendation with the evidence separated from the inference, plus what would change the call.
A portfolio review, as the agent delivers it.
Inside the meeting brief
Seven sections. Walk in ready.
The donor meeting brief follows the same structure every time, so a gift officer can absorb it in the car and know exactly what’s in it and what isn’t.
- 01Meeting summaryWho the prospect is and where the relationship stands.
- 02Why this meeting mattersThe recent context that makes the timing right.
- 03Likely motivationsInterests and drivers, with weak evidence labeled as hypothesis.
- 04Talking pointsThree to five points a fundraiser can use in the room.
- 05Questions to exploreWhat will reduce uncertainty or move the relationship.
- 06Risks and sensitivitiesWhat to avoid overstating, and what is still missing.
- 07Recommended next moveWhat to do immediately after the meeting.
Meeting brief
Ready to reviewWhere the relationship stands and why this meeting matters now.
Motivations labeled as evidence or hypothesis, never blurred.
- The giving pattern and the last gift’s contextCRM · Giving history
- Recent touchpoints and meeting notesCRM · Activity
- Interests surfaced in earlier researchPrior research
Evidence usedHypothesis, labeled
Want to see a donor meeting brief built on your own data?
Book a working sessionGoverned by design
Built to advise, not to act.
Ask strategy touches real relationships. So the agent is built to inform your judgment rather than replace it: beyond the opportunity probability score it keeps current, its output is recommendations for you to act on.
See the governance modelIt will tell you not to ask
When engagement is stale, affinity is unclear, or the timing has no visible support, it recommends a cultivation or discovery step instead of a premature ask.
Hypotheses, never certainty
It won’t present donor motivations, family dynamics, or relationship strength as fact. Evidence is stated first, and the recommendation is labeled as a best current hypothesis.
It recommends. You decide.
The agent is not the system of record for moves management. It maintains the probability score on each opportunity; task creation and portfolio changes stay yours, made from its recommendations, and admin-configured automations are audited.
It hands off when evidence is thin
If identity is ambiguous or the record is too thin to support a responsible recommendation, it says so and recommends a Prospect Research pass first.
Start narrow. Widen the gates as trust grows. The pace is your team's call.
Works from the relationship you already have.
No prep doc to assemble, no tab-hopping before a donor visit. The agent reads the same live record your team maintains, including the research already done.
- Giving history
- Engagement record
- Households and relationships
- Opportunities and campaigns
Available in the Intelligence Hub, embedded in constituent records, and in the chat panel inside Ignite.
Where the work goes next.
View all agentsProspect Research
Qualify new prospects with sourced briefs and deterministic scoring before cultivation begins.
See the agent
Retention
Lapse risk, recurring-gift recovery, and reactivation opportunities, prepared for review.
See the agent
Constituent Support
Plain-language answers from your live data, with sources shown.
See the agent
Proven foundation
Built from the ground up on a modern, AI-first architecture.
Ignite is a new platform, built by the team nonprofits have trusted with their constituent and financial data for over 15 years.
4.5/5
Average on G2.
20M+
Constituent profiles managed across the StratusLIVE platform family.
$1B+
In annual giving processed across the StratusLIVE platform family.
“A powerful tool that empowers our team members to not only enter new data but also see a historical perspective of our donors and corporate partners.”
Maria M.
Director of Investor Management
Verified review · G2
“One source of the truth about our contacts, donors, and partners that is easily kept up to date.”
Robert W.
Director of Fundraising Operations & Digital Solutions
Verified review · G2
Honest questions
The questions teams actually ask about this agent.
Straight answers on trust, control, and your data. The full security posture, providers included, is on the Trust & Security page.
Can we trust an AI agent with major gift relationships?
Beyond the opportunity probability score it keeps current, the agent advises rather than acts. Briefs and ask strategies come from the relationship history in your CRM, with evidence stated first and hypothesis labeled as hypothesis. When timing has no visible support it recommends cultivation instead of an ask, and when the record is too thin it says so and points to a research pass first.
How is this different from asking a general AI chatbot?
A chatbot has never met your donors and will improvise where the record is thin. This agent works only from the relationship history already in Ignite, separates evidence from hypothesis in every recommendation, and leaves task creation and portfolio changes with your officers.
What if a recommendation is wrong?
Recommendations are what the agent hands you to act on: your officer edits, overrules, or declines them, and the cited evidence shows where the reasoning went wrong. The one field it maintains, the AI probability, sits beside your officer’s own number. A wrong recommendation costs a review, not a relationship.
Do donor conversations end up training an AI model?
No, not by default: prompts and outputs are not used to train foundation models, and tasks route to models matched to their data sensitivity. The Trust and Security page walks your reviewer through providers and the full data flow.
Watch a donor meeting brief come together.
Book a working session and see the Major Gift agent read a live record, evidence and all.