OutreachFirst — Donor Relationship Platform

Dashboard

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Total Donors

+3 this month

Giving This Year

$482,500

↑ 12% vs last year

Outreach Sent

Last 30 days

Wire Alerts

Needs review

Recent Activity

⚠ Wire Verification Needed

⚠

Incoming wire — unverified sender$50,000 from entity not in donor vault

✓

Margaret Chen — VerifiedRouting 021000021 matches JPMorgan Chase

◆ AI Copilot Ready

Select a donor and let the copilot draft personalized outreach — thank you notes, renewal asks, event invites, and impact reports.

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Select a donor to view their profile and access the AI copilot

Compose Outreach

Letter

Thank You

Annual Ask

🔐 Donor PII is never included in outreach templates. All sends are routed through DonorSecurity's vault. Recipient identifiers use tokenized IDs only.

◇ Outreach Agent

Chat · Claude · staff only

Focus donor (optional)

Who to contact

Major donor plan

Lapsed donors

Thank-you outline

Hi — I'm your Outreach Agent. Ask who to contact, what to say, or how to plan your week. Pick a donor above for focused advice.

◆ AI Outreach Copilot

Generate personalized donor outreach in seconds. The copilot uses giving history, relationship notes, and mission context to write messages that feel human — never generic.

Donor

Message Type

Thank You Note

Renewal Ask

Impact Report

Event Invite

Major Gift Ask

Re-engage Lapsed

Pledge Thank You

Context (optional)

⊘ Wire Verification

2 wires need review

Verify incoming donor wires before accepting or returning funds. Checks routing numbers, sender identity, and flags suspicious patterns.

≡ Audit Log

Hash-chained · Tamper-evident

Add New Donor