Donate
A new donor gives to your cause through a Momentum donation page.
Identify
Momentum uses AI to wealthscreen the donor and determine whether they have the potential to be a mid-level or major donor.
Plan
If the donor has high potential, the donor is moved to your Momentum Inbox and a custom donor plan is created for the new donor.
Prioritize
You receive an email from Momentum identifying this new donor with the suggestion to send personalized outreach.
Draft
Within the email, you’ll also find a pre-written thank you note drafted by your Momentum AI Fundraising Assistant in your writing style.
Sync
You review and send the email, and your CRM automatically updates with a summary of the contact report.