Year end donor giving statements
- The busywork
- Building a year end tax statement for every donor.
- How AI helps
- Statements include gifts, in kind donations and volunteer hours, ready to email or download.
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Year end donor giving statements
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Food pantry client intake
Food pantry client intake
- The busywork
- Collecting household size and eligibility at the pantry.
- How AI helps
- AI records household info and schedules pickups. Staff check eligibility.
Grant report drafts
Grant report drafts
- The busywork
- Every funder wants outcomes in their own format.
- How AI helps
- AI drafts the report from program data, and staff finalize it.
Volunteer shift reminders
Volunteer shift reminders
- The busywork
- Volunteers no show on distribution day.
- How AI helps
- AI sends shift reminders and helps the coordinator fill gaps.
Donation in kind logging
Donation in kind logging
- The busywork
- Logging food and goods donations.
- How AI helps
- AI logs in kind items from photos for staff to check.
Partner agency referrals
Partner agency referrals
- The busywork
- Sending clients to the right partner agency.
- How AI helps
- AI suggests partner agencies from the local resource directory. Staff make the referral.
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Board packet assembly
Board packet assembly
- The busywork
- Assembling the monthly board packet.
- How AI helps
- AI compiles financials and program updates for the director to review.
Donor thank you letters
Donor thank you letters
- The busywork
- Thank you letters fall behind.
- How AI helps
- AI drafts personal thank yous for staff to sign.
Donation imports without the duplicates
Donation imports without the duplicates
- The busywork
- Each online giving site exports donations its own way, and getting them into your donor list is slow.
- How AI helps
- AI maps the columns to your donor database and suggests matches for donors who may already be on file. Anything unclear lands on a short list for staff to sort out.
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