01
Two Buttons on the Contact Record
A summary and a plan, both generated from the contact record itself, without leaving the CRM.
Better.AI
The Donor Brief, Written Before the Meeting
Two buttons on the contact record. One writes the summary of the whole relationship a gift officer would otherwise assemble by hand. The other proposes the next moves with amounts and dates, ending in one concrete action. Five summaries and one plan are free each month, unlimited with the add-on.
The whole relationship,
on one page.
02
The Summary
It reads the donor’s whole giving, event and contact history and writes the paragraph a gift officer would otherwise assemble by hand.
03
The Cultivation Plan
It proposes the next moves with amounts and dates based on that history, ending in one concrete action.
04
Generated Once, Kept Forever
Each summary and plan is generated once and cached, so it stays readable whenever you return to the record.
05
A One-Pager for the Meeting
Export the donor one-pager summary to PDF and take it into the meeting.
06
Plans and Limits
Five summaries and one plan are free each month, unlimited with the add-on. Needs a CRM module.
Frequently Asked
Questions
What goes into a donor summary?
The donor’s whole giving, event and contact history, written up as the paragraph a gift officer would otherwise assemble by hand.
What is in a cultivation plan?
The next moves for that donor, with amounts and dates based on their history, ending in one concrete action.
How many summaries and plans are free?
Five summaries and one plan each month. The add-on makes both unlimited. A CRM module is required.
Can I take the summary into a meeting?
Yes. The donor one-pager summary exports to PDF.
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Walk into the meeting with the brief already written.
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