Not another AI tool. CharityIQ is a connected layer of role-aware agents — hired by your org, grounded in your data and voice, running on top of the systems you already use. Connect your stack. Build your team. The more you use it, the sharper your fundraising and marketing get.
Built by a nonprofit-sector veteran who spent the past year building agentic AI systems across industries — now brought home to the field that needs it most.
01 · The problem
Mid-tier donors go un-stewarded. First-time donors lapse. The content backlog never clears. And AI was supposed to help — but for most nonprofits, it hasn't.
92%
of nonprofits use AI in some form
7%
see real impact from it
~1 in 5
first-time donors ever give again
5×
more costly to acquire than retain a donor
Sources: 2026 Nonprofit AI Adoption Report (Virtuous & Fundraising.AI); Fundraising Effectiveness Project.
02 · The operating system
CharityIQ isn't a single AI feature — it's a layer that sits across your whole operation. You set it up once, then it runs.
Plug in your systems.
Link your CRM, email platform, and lead-gen tools — or start with a CSV. CharityIQ becomes the connective layer across everything your team already runs.
Salesforce · Blackbaud · Bloomerang · DonorPerfect · and more
Build your agent team.
Choose role-aware agents for fundraising, marketing, and strategy. Each one is a specialist — you decide which join your org and how much autonomy they operate with.
Suggest only · Draft & hold · Draft & send queue
Make it yours.
Set your brand voice, governance policy, and donor segment intelligence once. Every agent draws from it — so every output sounds like you, not generic AI.
Voice · Segments · Expert methodology packs
03 · The agents
Each agent is a named role with one job and one outcome. You hire them into your org, connect them to your systems, and set how independently they operate — from suggesting actions to drafting and queuing for your approval.
Prospect Researcher
Surface your next major donor before they go elsewhere.
Major Gifts Officer
Full branded proposals for six- and seven-figure asks.
Stewardship Manager
Every donor thanked within 48 hours, in your voice.
Donor Renewal Engine
Catch lapse signals early. Draft the re-engagement before a donor is gone.
Cultivation & Comms
Weekly touch plans so no donor goes quiet between asks.
Grant Writer
LOIs, proposals, and reports drafted to each funder's priorities.
Corporate Partnerships
Match-worthy proposals tailored to each sponsor's CSR priorities.
Development Analyst
Board-ready pipeline analysis and segment health reports on demand.
Impact Storyteller
Raw notes in; finished story, social captions, and a 30-second script out.
Appeal Email Writer
On-brand email appeals — personalized per segment, drafted in minutes.
Multi-Channel Campaigner
One message into email, SMS, social, and web — all in your voice.
Fundraising Coach
Strategic recommendations and benchmarks drawn from your own data.
Illustrative agent roster — catalog grows with each beta cohort. Every agent is configurable to your systems, voice, and governance policy.
04 · Why it's different
Every agent is grounded in your organization's private IQ Core: your donor history, your brand and voice, and the expertise your team has built over years. You get drafts that reference the right history with the right donor, in your voice — and they get sharper with every approved send. That's the IQ in CharityIQ.
CRM-neutral
Works on top of any system. Nothing to rip out.
Human-in-the-loop
A person approves every send. Nothing goes out without you.
Your data stays yours
We never become your database. Process and discard — always.
05 · How it works
Connect your data.
Upload a CSV or connect your CRM. We process and discard — no donor database to hand over.
Your agents draft.
Grounded in your IQ Core, personalized per donor, on brand, across channels.
You approve in one tap.
Review the draft and the one-line reason it was written, edit if you like, and approve — it queues to your tools. Nothing sends without you.
The Expertise Map
For every function we draw an explicit line: agents take the research, drafting, formatting, data movement, scheduling, and reporting. The human keeps the relationship, the ask, the editorial and ethical judgment, and the strategy.
The expertise that defines a great fundraiser or marketer never leaves their hands. We remove everything around it — so a team of one can operate like a team of ten, and a team of ten can operate like fifty.
And that expertise isn't lost on the agents — it's captured. Every approved decision, every edit, and every piece of brand and donor context feeds the IQ Core, so the agents steadily learn your organization's way of working. Live judgment stays human; accumulated institutional knowledge becomes something the whole platform runs on, and gets better at, over time.
06 · The opportunity
With your systems connected, CharityIQ surfaces the moves that drive growth — pipeline opportunities, upgrade candidates, and cross-sell moments that are invisible when your data is siloed. It becomes an evergreen institutional asset: the more your organization uses it, the sharper your fundraising and the stronger your case for doubling revenue.
2×
Revenue potential
Organizations that close the AI-use-to-impact gap consistently report double-digit revenue growth within 18 months.
∞
Compounding returns
Unlike a point tool, the IQ Core compounds: every approved decision sharpens the next output. Your competitive advantage grows with use.
1
Connected layer
CRM, email, lead-gen, and agent outputs in one place — so pipeline analysis, cross-sell signals, and content are finally visible across the org.
07 · Resources
Thinking on AI, fundraising, and the gap between what the sector is promised and what it actually gets.
White Paper
28 pages · PDF
92% of nonprofits use AI. Fewer than 1 in 12 have seen real impact. This paper diagnoses the four structural causes — and lays out the 90-day path any organization can take to close the gap.
Get the white paper →The sector has adopted AI faster than almost any other — but adoption isn't impact. We break down why the tools most organizations are using are structurally incapable of closing the gap.
A chatbot answers questions. An agent takes action. The difference sounds semantic until you're trying to re-engage 3,000 lapsed donors before year-end.
Your major gift donors get personal attention. Your small donors get email blasts. The $500–$5,000 donor — often your most loyal cohort — gets neither. Here's what that costs you.
Slapping an 'approve before send' button on an AI doesn't make it human-in-the-loop. Real HITL design means the human sees the right information, at the right moment, to make a real decision.
Most nonprofits have years of donor behavior, preferences, and giving history locked in their CRM — and almost none of it influences what they actually send. This is a solvable problem.
The average nonprofit development professional manages 150–300 relationships. The ceiling isn't motivation — it's bandwidth. The organizations winning the next decade are the ones who figured this out first.
Articles publish as we launch. Apply for beta to get them in your inbox first.
08 · Founding beta
Beta partners help shape the roadmap and lock in a 50% lifetime discount. We're selecting over the next 60 days.
5 of 10 spots still available