Non-Profits & Associations
AI for nonprofits and associations who can't add headcount this year.
Grants, membership, events, comms. We build the workflows that let a small team do the work of a larger one, without breaking your CRM or your code of ethics.
Pick the firm shape closest to yours
Each card opens a playbook built for a firm shaped like yours, with real workflows and a number on the outcome.
The work that's eating your team
You know what's broken. Here are the parts the system can run without you.
Donor + member cultivation is generic, not personal
Mass blasts have low engagement. AI personalizes per relationship.
Grant cycles consume program staff hours
Application + reporting + compliance. AI auto-drafts from program data.
Member services queues are days long
Members can't get answers fast. AI auto-resolves routine 60-70%.
Volunteer coordination is constant juggling
Recruitment + scheduling + onboarding + retention + recognition. AI orchestrates each loop.
Outcomes + impact reporting is a quarterly fire drill
Pulls from many program systems. AI assembles continuously.
Advocacy mobilization moves slower than the news cycle
By the time supporters get the action alert, the moment has passed. AI drafts within hours.
What we run for non-profits & associations teams
Named workflows, not categories. Expand a group to see exactly what each one does and where it slots into your stack.
Donor + supporter cultivation (operating non-profit + advocacy)
6 workflowsPersonal at scale.
Donor + supporter cultivation (operating non-profit + advocacy)
6 workflowsPersonal at scale.
Donor cultivation drafter
LiveDrafts personalized donor cultivation touches per giving history + interests + program engagement.
BrainMemoryDonor cycle / eventYear-end appeal drafter + segmentation
LiveDrafts year-end appeal with segments (LYBUNT, SYBUNT, major, monthly, lapsed); auto-personalizes asks.
BrainMemoryYear-end cycleDonor stewardship + recognition
LiveAuto-orchestrates donor stewardship (thank-you within 48h, impact updates, recognition events, milestone gifts).
BrainHandsGift receivedSupporter onboarding + segmentation
Ready on engagementNew supporters get a welcome sequence, are tagged by issue interest and action history, and are routed into the cultivation track that fits how they actually engage.
BrainMemoryHandsSupporter createdLapsed donor win-back
LiveIdentifies lapsed donors + drafts personalized win-back campaign with relevant program updates.
BrainMemoryQuarterly cycleMajor donor research + briefing
LiveResearches major donor prospects + drafts briefing for development director.
BrainMemoryProspect identified
Grant management
4 workflowsCompress application + reporting cycles.
Grant management
4 workflowsCompress application + reporting cycles.
Grant funding application drafter
LiveDrafts grant applications from RFP + organization's prior submissions + impact data + program details.
BrainMemoryGrant opportunityGrant performance report assembler
LiveAssembles grant performance reports from program data + program staff updates + grant requirements.
BrainMemoryReporting cycleGrant deadline tracker + nudger
LiveTracks grant deadlines + deliverables; auto-nudges program staff before deadlines.
NervousBrainDeadline approachingGrant compliance auto-checker
LiveValidates grant spending + activities against grant terms; flags compliance risks.
BrainMemoryMonthly cycle
Member services + retention (associations + memberships)
7 workflowsFaster service. Retention orchestration.
Member services + retention (associations + memberships)
7 workflowsFaster service. Retention orchestration.
Member onboarding + retention nudges
LiveNew member onboarding drip + ongoing retention nudges based on engagement signals.
BrainMemoryNew member / engagement signalMember services Q&A assistant
LiveAuto-responds to member services inquiries (dues, status, benefits, CE, chapter, event); routes judgment cases.
BrainMemoryMember inquiryMember-to-member connection matcher
LiveIdentifies + suggests valuable member-to-member connections (B2B, mentorship, partnership).
BrainMemoryQuarterly cycleMember newsletter + content drafter
LiveDrafts member newsletter from organization activity + member milestones + industry/cause updates.
BrainMemoryNewsletter cycleChapter coordination + reporting
Ready on engagementCollects chapter activity, membership, and financial reporting on a cycle and assembles the national picture, instead of national chasing volunteer chapter leaders by email.
BrainMemoryHandsReporting cycleRenewal + lapsed member campaigns
LiveRenewal cycle automation + lapsed member win-back drafted personally per member.
BrainMemoryRenewal approaching / lapse eventSponsor / business member coordinator
Ready on engagementTracks what each sponsor and business member was promised, what has actually been delivered, and when renewal lands, then drafts the fulfilment report.
BrainMemoryBenefit cycle
Events + continuing education
4 workflowsOrchestrate registration → CE credit → follow-up.
Events + continuing education
4 workflowsOrchestrate registration → CE credit → follow-up.
Event registration + CE orchestrator
LiveEvent registration + attendance + CE credit awarding + transcript update + post-event survey orchestrated end-to-end.
NervousBrainHandsEvent cycleEvent coordination + post-event follow-up
LivePre-event coordination (logistics, speakers, sponsors) + post-event follow-up (thank-yous, surveys, next steps).
BrainHandsEvent lifecycleCE course recommendation engine
LiveRecommends CE courses to members per profession + tenure + state requirements + career goals.
BrainMemoryQuarterly cycleSpeaker + content sourcing assistant
LiveDrafts speaker outreach + content sourcing for upcoming events.
BrainMemoryEvent planning cycle
Advocacy + organizing
4 workflowsMove at the speed of the moment.
Advocacy + organizing
4 workflowsMove at the speed of the moment.
Legislative tracking + action alert drafter
LiveMonitors legislative + regulatory feeds; drafts supporter action alerts when issue-relevant moves happen.
EyesBrainLegislative eventGrassroots organizer toolkit drafter
LiveDrafts event toolkits, talking points, supporter outreach scripts for grassroots organizers.
BrainMemoryCampaign launchSupporter mobilization campaign drafter
LiveDrafts supporter mobilization campaigns per segment + geographic + engagement profile.
BrainMemoryMobilization momentMedia + content distribution coordinator
LiveCoordinates media + content distribution across earned/owned/paid channels with talking points + assets.
BrainHandsContent launch
Program + volunteer coordination
4 workflowsReduce admin tax on mission staff.
Program + volunteer coordination
4 workflowsReduce admin tax on mission staff.
Program participant intake + eligibility
LiveProgram participant intake + eligibility determination + service coordination compressed.
BrainHandsParticipant inquiryVolunteer scheduling + onboarding
LiveVolunteer recruitment + scheduling + onboarding + retention nudges + recognition.
BrainMemoryHandsVolunteer cycleOutcomes + impact data assembler
LiveAssembles outcomes + impact data from program records continuously for board + funder + public reports.
BrainMemoryMonthly cycleBoard + funder report drafter
LiveDrafts monthly + quarterly board + funder reports from program impact + financial data.
BrainMemoryReporting cycle
What the first 6 months look like
We ship in phases, each with a measurable success criterion before the next phase begins.
Weeks 1-4
Foundation: donor/member services
- Member services Q&A assistant live (associations)
- Donor cultivation drafter live (non-profits)
- Daily ops digest live
By end of Phase 1, donor + member service experience improves materially and capacity recovered.
Weeks 5-12
Grants + events + CE
- Grant funding application drafter live
- Grant performance report assembler live
- Event registration + CE orchestrator live
By end of Phase 2, grant cycles compress 50%+ and event/CE orchestration runs without manual coordination.
Weeks 13-20
Advocacy + supporter mobilization
- Legislative tracking + action alert drafter live (advocacy)
- Supporter mobilization campaign drafter live
- Media + content distribution coordinator live
By end of Phase 3, advocacy mobilization moves at the speed of the news cycle and donor/supporter retention improves.
Weeks 21-26
Program + outcomes + community
- Outcomes + impact data assembler live
- Board + funder report drafter live
- Member-to-member connection matcher live (associations + memberships)
By end of Phase 4, outcomes reporting is continuous, members feel like part of a network, and program staff get their hours back for mission.
What the AI is allowed to do, and what it isn't
Mission-driven governance balances mission impact + donor/member trust + tax-exempt obligations. AI handles routine donor + member + grant + program work; humans approve every donor commitment, grant, advocacy position, and program eligibility decision.
501(c)(3) / 501(c)(4) / 501(c)(6) tax-exempt regulations
Different exempt categories have different operating + lobbying restrictions. Activities must align with exempt purpose.
501(c)(3) / 501(c)(4) / 501(c)(6) tax-exempt regulations
Different exempt categories have different operating + lobbying restrictions. Activities must align with exempt purpose.
- Activity classification + recordkeeping
- Lobbying expenditure tracking (501(c)(3) limits)
- 501(c)(4) social welfare focus documentation
Boundary: AI tracks; CFO + executive director validate exempt-purpose alignment.
Form 990 + state charitable registrations
Annual Form 990 + state-level charitable registrations require comprehensive program + financial reporting.
Form 990 + state charitable registrations
Annual Form 990 + state-level charitable registrations require comprehensive program + financial reporting.
- Auto-assembly of Form 990 sections from operational data
- State charitable registration tracking + renewal
- Auditor-ready records continuously
Donor privacy + GLBA-style protections
Donor information is sensitive + protected under organizational privacy policy + sometimes GLBA-style law.
Donor privacy + GLBA-style protections
Donor information is sensitive + protected under organizational privacy policy + sometimes GLBA-style law.
- Donor data handling per privacy policy
- PII protection in routine workflows
- Right to deletion + access workflow
Grantor compliance + restrictions
Restricted grants must be spent per grant terms. Federal grants subject to OMB Uniform Guidance.
Grantor compliance + restrictions
Restricted grants must be spent per grant terms. Federal grants subject to OMB Uniform Guidance.
- Restricted fund tracking
- Grant compliance auto-checking
- OMB Uniform Guidance documentation
FEC / IRS + 501(c)(4) electioneering
501(c)(4) + advocacy organizations must respect electioneering rules + corporate giving rules.
FEC / IRS + 501(c)(4) electioneering
501(c)(4) + advocacy organizations must respect electioneering rules + corporate giving rules.
- Advocacy vs lobbying vs electioneering classification
- Coordinated communication tracking
- Voter contact compliance
Pick one. Run it for a quarter. Prove it.
Real, measurable pilots with explicit success criteria, so the answer at the end is "yes, kept" or "no, scrapped", not "maybe."
Member services pilot (association)
Run member services Q&A on inbound member inquiries for 60 days.
Success criteria
- ·Auto-resolution >60%
- ·Member satisfaction +15pp+
- ·Member services capacity recovered
Donor cultivation pilot (non-profit)
Run donor cultivation drafter for 1,000 donors for 1 quarter.
Success criteria
- ·Retention +5pp+
- ·Average gift +10%+
- ·Development director time on personalized cultivation -50%+
Grant submission pilot (non-profit)
Run grant funding application drafter on grant pipeline for 1 quarter.
Success criteria
- ·Submission throughput +50%+
- ·Win rate +10pp+
- ·Grant officer time on drafting -50%+
We extend your stack, we don't replace it
Your systems of record stay. We plug into them and become the connective tissue between the tools you already pay for.
Get my organization's automation map
Tell us your organization type (operating non-profit / association / advocacy / membership), constituent + budget scale, and the workflow that costs the most mission staff time. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.