Momentum’s AI Donor Engagement platform streamlines your workflow by automating tasks and creating personalized donor messages. Never miss a planned giving touchpoint again.
Your Momentum account gives you access to multiple donor engagement tools that allow you to learn about your donors, reduce manual tasks, and strengthen relationships.
Martha is an avid bird enthusiast and is planning her estate. Momentum will craft personalized emails to Martha asking about her hobby and checking in on her estate planning.
If you know your donor needs a break from outreach, you can pause their touchpoints for a specific amount of time. Jose is busy with work in the spring. Momentum can pause his plan and circle back with him this summer.
June is a consistent donor to your org. Momentum identifies her as a candidate for your planned giving program and sends you an email with June’s info and a drafted message.
Your time is valuable, yet to-do lists and tasks can easily take over your day. Instead of manually adding details to your CRM, pulling donor lists, and drafting emails, let Momentum’s AI Donor Engagement platform do the busy work for you!
Managing major donor relationships shouldn’t mean drowning in busywork. Momentum highlights your top donor actions each morning and sends a simple, prioritized list to your inbox—freeing you to focus on what matters most: meaningful relationships.
You’ll receive an email in your inbox daily with the donors you should reach out to. Each donor has a custom plan with relevant information, such as age and location, so you can review key facts about your donor before you connect.
By referencing your previous communications, your AI Fundraising Assistant drafts emails in your tone of voice. The communications are never sent without your approval, so you can edit and send the emails after reviewing the draft.
Gone are the days where you need to keep a separate spreadsheet of donor plans or copy emails into your CRM. The donor plans and emails created within Momentum automatically sync to your CRM.
Momentum integrates with your existing tools like GivingDocs and FreeWill so you don’t miss a beat in your planned giving workflow.
Momentum is built on the belief that donors deserve thoughtful, authentic engagement. By automating the mundane, AI gives fundraisers the freedom to invest their energy where it truly matters—deepening human connection.
Learn how Momentum’s AI Donor Engagement Platform can help you improve your major donor fundraising workflows and create connections that last a lifetime.
The Virtuous Platform is easy to use, helps automate key tasks, and allows your entire team to leverage the right data and channels to create stronger donor relationships that result in more growth and retention.
