AI Relationship Agent

The Relationship Agent
That Never Forgets

Honoring lifetime supporters with grace and dignity.

Your AI outreach specialist proactively nurtures every relationship, making 10,000 personal check-ins feel like one caring conversation.

100%

Coverage

Every donor gets personal attention

6x

More Check-ins

vs. manual relationship management

90%

Positive Response

Donors appreciate the personal touch

The Silent Loss

Donors age, circumstances change

But you only find out when the gifts stop coming

Missed legacy opportunities

When you don't know someone passed away

Donors feel forgotten

Years between meaningful conversations

Proactive Relationship Cultivation

Regular wellness check-ins

Gentle outreach that strengthens bonds

Early detection of life changes

Handle transitions with compassion

Automated stewardship scheduling

No relationship falls through the cracks

Relationship Stewardship, Reimagined

Thoughtful, systematic care for your most valued supporters

1

Intelligent Scheduling

AI analyzes donor history, giving patterns, and life stage to schedule perfectly-timed check-ins. Elderly donors get monthly calls, busy professionals get quarterly touchpoints.

2

Warm, Personal Outreach

"Hi Mrs. Johnson, this is calling from [Your Organization]. We haven't spoken in a while and wanted to see how you're doing. Your support has meant so much to our families in need."

3

Sensitive Detection

When calls go unanswered repeatedly or when conversations reveal changes in health or circumstances, the system gently flags for human follow-up with appropriate next steps.

4

Compassionate Documentation

Every interaction is logged with care—celebrating milestones, noting concerns, and ensuring future conversations build on the relationship history.

Sample Check-in Call:

AI:"Hello, Mrs. Williams? This is calling from St. Vincent de Paul. How are you doing today?"
Donor:"Oh, how nice to hear from you! I'm doing well, thank you for asking."
AI:"We wanted to let you know that your monthly gifts are helping 12 families stay housed this month. Your generosity is making such a difference."
Donor:"That's wonderful to hear. Actually, I've been thinking about increasing my giving..."

System Action: Donor expressed interest in increased giving. Scheduling immediate human follow-up with development team.

Stewardship Features

Smart Scheduling

AI determines optimal call frequency based on donor preferences and giving patterns

Impact Updates

Shares specific outcomes from their giving in every conversation

Wellness Monitoring

Gently detects changes in health or circumstances for compassionate follow-up

Family Connection

Maintains relationships with family members when appropriate

Privacy Protection

All conversations handled with utmost sensitivity and confidentiality

Giving Insights

Identifies patterns and opportunities for enhanced stewardship

Built with Trust and Dignity

Every conversation honors the sacred relationship between donor and mission

Transparent Intent

Donors always know they're speaking with AI, building trust through honesty

Ethical AI

Never manipulative, always respectful of donor wishes and boundaries

Sacred Stewardship

Every relationship treated as a sacred trust, never a transaction

Honor Every Relationship

Ensure no donor ever feels forgotten with compassionate, systematic care