Dashboard / Overview
Good morning, Kelly ✦
12 new AI actions ready · Campaign 68% · Giving Day in 47 days · 3 planned gifts pending review
FY YTD Raised
$12.4M
↑ 18% vs last year
Active Prospects
847
↑ 64 this month
Planned Gift Pipeline
$4.1M
↑ 3 new signals
Campaign Progress
68%
$50M of $73.5M goal
Agent Activity
Last 24 hours
Live
🤝
VEO drafted 8 re-engagement emails for lapsed LYBUNTs
Segment B · Avg score 91 · Ready to send
2m ago
💌
VSO generated 3 endowment impact reports
Henderson, Kim, Okafor · PDF ready
14m ago
📜
VPGO flagged 12 bequest-intent signals
Age 65+ · 10yr giving · High engagement
1h ago
🚀
VCO updated Horizon 2030 gift range chart
3 principal gifts closed · Q4 ready
3h ago
🎯
Giving Day: 47 days out — VEO building cadence
Class of '99 reunion · 24 personalized asks
5h ago
Campaign
Horizon 2030
68% of $73.5M
$50.0M
raised to date
Principal$22.4M
Major$18.7M
Planned$4.1M
Annual$4.8M
Officers
🤝
VEO
8 tasks queued
Active
💌
VSO
3 reports ready
Active
📜
VPGO
12 flagged
Active
🚀
VCO
On track
Active
Giving Day 47 days away · 312 volunteers enrolled
Priority Prospects
VEO-ranked · Next 30 days
DonorScoreStageAgent
RH
Robert Harrington
Class of '87 · $250K
98SolicitationVEO
TW
Thomas Wallace
Class of '74 · Bequest
95StewardshipVPGO
MC
Margaret Chen
Parent · $100K
87CultivationVSO
Giving Trend
FY 2024–25
JulSepNovJanMarMay
This Month
$1.84M
Donors
312
Avg Gift
$5,897
Giving Day Setup
Configure your giving day — goals, challenges, volunteer tracks, and communication cadence
47 days away
✓
Event Basics
2
Goals & Challenges
3
Incentives
4
Comms Cadence
5
Volunteer Setup
6
Review & Launch
Event Basics
Set the foundational details for your giving day event.
Goals & Challenges
Set your fundraising goals and create matching gift challenges to amplify momentum.
Unit Challenges
🏆 Engineering Challenge Active
First college to 200 donors unlocks $25,000 match from the Harrison Foundation
🌿 Staff Participation Active
75% staff participation unlocks $10,000 Dean's Challenge
Live Preview
Day of Giving 2025
$500,000
Goal · Apr 26, 2025
$0 raised0 donors
Incentives & Unlocks
Create time-based unlocks and milestone incentives that drive urgency throughout the day.
Incentive Types
⚡
Power Hour
2x matching during a set hour
🎯
Donor Count Unlock
Milestone triggers bonus match
🏆
First Gifts
Bonus for first N donors
🔔
Countdown Surge
Final 60-min urgency push
Schedule Power Hours
⚡
Morning Rush
8:00–9:00 AM · 2x match
On
☀️
Noon Surge
12:00–1:00 PM · $50 bonus
Scheduled
🌙
Final Hour
11:00–midnight · 3x match
Scheduled
Communications Cadence
VEO will personalize and send each touchpoint automatically. Adjust timing and channels below.
Pre-Event
📧
Save the Date
47 days out · Email · VEO personalized
📱
Countdown Reminder
7 days out · Email + SMS
🔔
Eve of Event
1 day out · Email
Day Of
🌅
Morning Launch
6:00 AM · Email + SMS
⚡
Power Hour Alerts
Per schedule · Push + SMS
🎉
Milestone Unlocks
Automated · All channels
🌙
Final Hour Urgency
11 PM · All channels
Volunteer Setup
Configure volunteer roles, assign class agents, and set communication guidelines.
Volunteer Roles
📣
Class Agents
Peer-to-peer solicitors by class year
47 enrolled
📱
Social Ambassadors
Social media promoters
23 enrolled
🎓
Faculty Champions
Unit-level participation drivers
18 enrolled
💼
Board Volunteers
Campaign committee members
6 enrolled
VEO Volunteer Toolkit
AI-personalized volunteer scripts
Real-time leaderboard access
Thank-you automation post-gift
Text-to-give script (volunteers)
VEO drafts all volunteer outreach
Review & Launch 🚀
Everything looks great! Review your giving day configuration before going live.
✅
Day of Giving 2025
April 26, 2025 · $500K goal · 2,000 donors
✅
3 Power Hours scheduled
Morning, Noon, Final Hour
✅
8 comms touchpoints configured
VEO will personalize each automatically
✅
94 volunteers enrolled
4 roles · Toolkits ready
⚠️
Giving form not yet published
Build your giving form →
Pre-Launch Checklist
✓Event page URL configured
✓Stripe payment connected
✓Blackbaud sync active
✓VEO cadence approved
○ Giving form published
○ Test send approved
Step 2 of 6
⚡ Command Center
Day of Giving 2025 · Real-time monitoring and response
Live Mode
$0
Raised Today
0
Donors
$0
Avg Gift
0% to goal
47
Days to Event
94
Volunteers Active
🔔 Alerts & Actions
AI-generated priorities
3 new
🔴
Robert Harrington — 42 days silent
VEO ready to send personal outreach
⚡
Engineering challenge — 112 donors needed
VEO can activate class agent chain
✅
Stripe connected · Blackbaud syncing
All payment systems ready
📧
Save the Date email not yet sent
47 days out — ideal window now open
💫 Gift Feed
Simulated giving day activity
Demo
Sarah M. · Engineering
$250
now
Alumni '99 · Arts
$1,000
2m
James K. · Parent
$500
5m
Anonymous · Staff
$50
7m
Margaret C. · Faculty
$2,500
12m
Avg gift: $860 Streak: 5 gifts
🏆 Unit Leaderboard
By donor count
1
Engineering
168
2
Business
144
3
Arts & Sci
121
4
Education
90
5
Law
64
👥 Volunteer Status
94 enrolled · Real-time task tracking
Class Agents
47
Ambassadors
23
Faculty Champs
18
Board Vols
6
72% have completed onboarding · 14 tasks outstanding
📊 Channel Performance
Pre-event engagement
Email (VEO)34% open · 8.2% click
SMS91% open · 22% click
Social (VEO)4.1% engagement
Volunteer P2P62 gifts attributed
Volunteer Management
94 enrolled across 4 roles · VEO manages all outreach and task assignment
Total Enrolled
94
↑ 12 this week
Onboarded
68
72% complete
Tasks Done
214
↑ 48 today
P2P Gifts
62
$24,800 attributed
Invited 8
Patricia Nguyen
Class Agent · '04
Pending
PN
Marcus Webb
Social Ambassador
Pending
MW
Onboarding 18
David Okonkwo
Class Agent · '99
In Progress
DO
✓ Profile complete
○ Watch training video
Jennifer Lau
Faculty Champion · Eng
In Progress
JL
✓ Profile complete
✓ Video watched
○ Script reviewed
Active 62
Christine Park
Class Agent · '09 · Star
⭐ 24 gifts
CP
✓ 3 asks sent today
✓ 2 pledges secured
Robert Kim
Board Volunteer
VIP
RK
✓ Challenge committed
✓ Team of 5 enrolled
Ana Torres
Social Ambassador
8 posts
AT
Top Performers 6
🥇 Christine Park
Class '09 · 24 gifts secured
$6,200 attributed
🥈 Marcus T.
Class '14 · 18 gifts secured
$4,100 attributed
🥉 Jennifer Lau
Faculty · 14 units engaged
Giving Forms Builder
Drag-and-drop form builder with live preview · Integrated with Stripe & Blackbaud
Add Field:
Day of Giving 2025
One day. Limitless impact.
Gift Amount
Select Your Gift Amount
$25
$50
$100
$250
$500
Other
Fund Picker
Designate Your Gift (optional)
Greatest Need ▾
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Make it Recurring?
Yes — make this a monthly gift
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First Name
Jane
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Last Name
Doe
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Day of Giving 2025
Support what matters most to you
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🔒 Secure · Processed by Stripe · Tax-deductible
Prospect Portfolio
847 active prospects · AI-ranked · Click any donor to view full intelligence brief
Donor Score Stage Agent Next Move
RH
Robert Harrington
Class of '87 · Engineering
 98 Solicitation VEO Present $250K ask
TW
Thomas Wallace
Class of '74 · Arts
 95 Stewardship VPGO President call / bequest
AP
Anita Patel
Class of '94 · Medicine
 93 Cultivation VCO President breakfast
JR
James Reinholt
Class of '68 · Law
 91 Cultivation VPGO CGA conversation TODAY
LN
Linh Nguyen
Class of '01 · Engineering
 90 Solicitation VCO Naming proposal
MC
Margaret Chen
Parent · Business
 87 Cultivation VSO Impact report send
WD
William Davidson
Class of '79 · Business
 82 Cultivation VSO Lapse risk 38 — urgent
SK
Sarah Kim
Class of '12 · Technology
 79 Qualification VSO Lab tour + faculty intro
AS
Angela Santos
Class of '94 · Medicine
 78 Qualification VSO Discovery call
EO
Elena Okafor
Class of '05 · Young Alumni
 64 Discovery VEO OVERDUE — call now
+ 837 more donors — load full portfolio
◎
Select a donor to view full intelligence brief
All 10 predictive model scores, giving history, agent assignment, move sequence, and one-click actions.
Virtual Engagement Officer
AI-powered donor outreach, cultivation, and communications at scale
Online
🤝 VEO
🌐 Orbit Command
Chat with this agent or all agents at once
VE
VEO · Active now
Good morning, Kelly. 3 actions ready: Harrington re-engagement memo, 8 LYBUNT emails (Segment B), and Class of '99 reunion cadence. What would you like to tackle first?
ORB
Orbit Command · All Agents
All four AI Officers are listening. Ask anything — I'll route to the right agent or coordinate across VEO, VSO, VPGO, and VCO simultaneously.
🧑‍✈️
Human Review Queue
3 actions awaiting approval
3
▾
VEO Autonomy Level Supervised
ManualSupervisedAutonomous
📧
Re-engagement Email · 1 Donor
Robert Harrington — Lapsed 42 days
Class of '87 · Engineering · $250K prospect
Score 98 Lapse risk 42% 91% response Cultivation stage
"Robert, it was wonderful to see the impact of your generosity last spring. I've been thinking about your interest in the engineering lab expansion — and I have something I'd love to share with you personally..."
📬
Bulk Campaign · 8 Donors
LYBUNT Segment B Re-engagement
Personalized per donor · Avg Orbit score 91
Avg score 91 8 donors LYBUNT segment 34% est. open rate
"It's been a while since we've connected — and we miss you. Your past support of the Engineering Fund made a real difference for students like Sarah, who graduated last spring..."
🎓
Reunion Campaign · 24 Donors
Class of '99 — 25-Year Milestone
Avg ask $2,500 · Goal $60K · Launch Apr 15
24 donors $60K goal 90 days to event Avg ask $2,500
"Twenty-five years. Can you believe it? So much has changed since that first day on campus — and so much of that change was made possible by people like you who never stopped believing..."
Recent Decisions
Approved — Giving Day save-the-date (312 donors)
Yesterday
Edited — Wallace cultivation memo
2 days ago
Skipped — Patterson auto-upgrade email
3 days ago
🚀 Ready to Deploy
3 AI-prepared actions — review and approve
📧
Re-engagement Email · 1 Donor
Robert Harrington — Lapsed 42 days
LYBUNT · $250K capacity · Score 98 · Cultivation stage
High priority
AI-Drafted Email Preview
"Robert, it was wonderful to see the impact of your generosity last spring. I've been thinking about your interest in the engineering lab expansion — and I have something I'd love to share with you personally..."
📬
Bulk Campaign · 8 Donors
LYBUNT Segment B — Re-engagement
Personalized per donor · Avg Orbit score 91 · Ready to send
Ready
Sample Email Preview (Anderson)
"It's been a while since we've connected — and we miss you. Your past support of the Engineering Fund made a real difference for students like Sarah, who graduated last spring and just landed her first engineering role..."
🎓
Reunion Campaign · 24 Donors
Class of '99 — 25-Year Reunion Asks
Avg ask $2,500 · Goal $60K · 90 days to event · Launch Apr 15
Scheduled
Sample Reunion Ask Preview
"Twenty-five years. Can you believe it? So much has changed since that first day on campus — and so much of that change was made possible by people like you who never stopped believing in this place..."
📊 Engagement Pipeline
847
Active prospects
213
LYBUNT
89
Lapsed 60+ days
312
Touchpoints / mo
Email open rate41%
Re-engagement conversion22%
📅 Upcoming Asks & Events
Class of '99 cadence launch — Apr 15
47 days
Day of Giving — May 2
64 days
Senior Gift Campaign — May 15
77 days
Virtual Stewardship Officer
AI-powered donor stewardship, impact reports, and recognition programs
Online
💌 VSO
🌐 Orbit Command
Chat with this agent or all agents at once
VS
VSO · Active now
Hello Kelly. 2 items need your review: Henderson endowment report (FERPA cleared, 3 student bios) and Legacy Circle upgrades for 7 donors. All other stewardship is current.
ORB
Orbit Command · All Agents
All four AI Officers are listening. Ask anything — I'll route to the right agent or coordinate across VEO, VSO, VPGO, and VCO simultaneously.
🧑‍✈️
Human Review Queue
2 actions awaiting approval
2
▾
VSO Autonomy Level Supervised
ManualSupervisedAutonomous
📄
Endowment Impact Report · 1 Donor
Henderson Family Scholarship — FY2025
3 student bios · $48,200 distributed · FERPA cleared
Score 88 Stewardship $48.2K/yr retained FERPA cleared
"Dear Mr. & Mrs. Henderson, This year, your generosity transformed the lives of three students. Emma R. (Engineering, '26) wrote: 'This scholarship meant I could stay focused on my studies...' "
🏆
Society Upgrade Letters · 7 Donors
Legacy Circle Tier Promotion
Crossed $100K lifetime threshold this month
7 donors $100K+ lifetime Upgrade moment Avg score 84
"On behalf of our entire community, it is my honor to welcome you to the Legacy Circle — a recognition reserved for our most steadfast supporters whose commitment has shaped this institution..."
Recent Decisions
Approved — Kim Family Fund annual report
Yesterday
Edited — Okafor Prize stewardship letter
2 days ago
Held — Meridian event run-of-show (pending dates)
4 days ago
📤 Ready to Send
2 VSO-prepared documents — review and approve
📋
Endowment Impact Report · 1 Donor
Henderson Family Scholarship — FY2025
3 student recipient bios · $48,200 distributed · 7.2% endowment growth · FERPA cleared
FERPA ✓
Report Contents Preview
✓ Executive summary with endowment performance
✓ 3 scholarship recipient stories (Sarah M., James K., Priya R.)
✓ Invitation to May 14 scholarship luncheon
○ Personalized note from Dean (pending signature)
🏆
Legacy Circle Upgrades · 7 Donors
Crossed $100K Lifetime Giving Threshold
7 personalized welcome letters · Board signature required · Average tenure 11 years
Sig. needed
Sample Welcome Letter (Davidson)
"William, it is my privilege to welcome you to the Legacy Circle — a community of our most committed partners. Your cumulative giving of $112,400 has touched every corner of this institution..."
📊 Stewardship Health
47
Named funds
94%
Reports on time
8
Reports overdue
Donor satisfaction score4.8 / 5.0
Stewarded donor retention89%
🏛 Giving Societies
Legacy Circle
$100K+ lifetime
147
+7 this month
Founders Society
$25K+ lifetime
412
+3 this month
Century Club
$1K+ annual
1,204
+18 this month
Virtual Planned Giving Officer
AI-powered bequest cultivation, estate gift vehicles, and legacy society
Online
📜 VPGO
🌐 Orbit Command
Chat with this agent or all agents at once
VP
VPGO · Active now
Good morning Kelly. I've flagged 12 new bequest-intent signals this week — donors age 65+ with 10+ year giving patterns. 3 IRA rollover candidates also identified. All outreach requires your review before sending.
ORB
Orbit Command · All Agents
All four AI Officers are listening. Ask anything — I'll route to the right agent or coordinate across VEO, VSO, VPGO, and VCO simultaneously.
🧑‍✈️
Human Review Queue
4 actions — legal review advised
4
▾
VPGO Autonomy Level Manual
ManualSupervisedAutonomous
📜
Bequest Outreach · High Priority
Thomas Wallace — Legacy Society Invite
Age 78 · 24 yr giving · $500K lifetime
Legal review advised
Score 95 PG signal 92% 24yr donor $5M+ capacity
"Thomas, your extraordinary 24-year commitment has shaped this institution in profound ways. We'd be honored to invite you to consider your lasting legacy here..."
📊
CGA Benefit Illustration · 1 Donor
Reinholt Family — $200K CGA
Ages 76/74 · Rate 5.9% · Income $11,800/yr
Not tax advice
Score 91 PG signal 84% $1–5M capacity ACGA rate 5.9%
"Based on a $200,000 charitable gift annuity at current ACGA rates, you and your spouse would receive $11,800 annually for life, with an immediate charitable deduction..."
💛
IRA Rollover Outreach · 8 Donors
Qualified Charitable Distribution
Age 70.5+ · Fidelity Charitable DAF holders
8 donors Age 70.5+ DAF holders QCD eligible
"Did you know? As someone who has reached age 70.5, you can make a tax-free gift directly from your IRA — reducing your taxable income while supporting the students you care about most..."
🔎
New Prospect Signal · 12 Donors
Planned Giving Pipeline — New Flags
AI confidence 84% · Age 65+ · 10yr consecutive giving
12 flagged 84% confidence Age 65+ 10yr+ giving streak
VPGO identified 12 new bequest-intent signals from CRM behavioral data. All are 65+, 10+ year consecutive donors with no documented estate intent. Recommends adding to legacy cultivation track.
Recent Decisions
Edited — Patterson CGA illustration (rate corrected)
1 day ago
Held — Suzuki bequest letter (awaiting attorney)
2 days ago
Approved — Legacy Society brochure send (34 donors)
5 days ago
🔍 Bequest Intent Signals
3 VPGO-prepared actions — legal review required before sending
⚠ Legal review required
📧
IRA Charitable Rollover · 1 Prospect
Patricia Chen — Age 73, 15-Year Donor
$35K/yr RMD exposure · QCD eligible · High affinity score · Capacity $250K+
High signal
VPGO Draft Outreach Preview
"Patricia, as the year draws to a close, I wanted to share an opportunity that may be particularly meaningful — a tax-advantaged way to continue the impact you've had on this institution for fifteen remarkable years..."
📜
Bequest Intent Signal · 1 Prospect
Robert Walsh — Class of '79, Age 68
Estate planning language detected · $850K capacity rating · 23yr giving history
Urgent
Signal Intelligence
⚡ Estate planning language detected in 3 recent email replies
⚡ Attended Legacy Society dinner March 2026 — positive engagement
⚡ No documented estate intent on file — critical gap to close
🏛
DAF Distribution Outreach · 9 Donors
Donor Advised Fund Holders — Year-End Window
Fidelity + Schwab DAF identified · Year-end distribution window open · Avg DAF balance $420K
9 donors
VPGO Draft Preview (Sample)
"As we approach year-end, I wanted to reach out personally about your Fidelity Charitable account — there may be a particularly meaningful way to direct a distribution that aligns with your values..."
📊 Planned Gift Pipeline
48
Prospects
$4.1M
Pipeline value
12
New signals
6
Legacy Society
Bequest intent24 prospects · $2.8M
IRA / QCD candidates14 prospects · $890K
CGA / CRT candidates10 prospects · $420K
🧮 Gift Vehicle Modeler
Illustrative only — legal review required
📈
CGA Model
ACGA rates + deduction
🔄
CRT Model
Income + remainder
📋
Bequest Model
Estate conversation prep
Virtual Campaign Officer
AI-powered campaign management, gift range modeling, and case development
Online
🚀 VCO
🌐 Orbit Command
Chat with this agent or all agents at once
VC
VCO · Active now
Good morning Kelly. Horizon 2030 update: $50M raised, 68% to goal — 4pts ahead of pace. Gift range gap at $500K–$1M. Public phase board chairs confirmed. 3 items in your review queue.
ORB
Orbit Command · All Agents
All four AI Officers are listening. Ask anything — I'll route to the right agent or coordinate across VEO, VSO, VPGO, and VCO simultaneously.
🧑‍✈️
Human Review Queue
3 actions awaiting approval
3
▾
VCO Autonomy Level Supervised
ManualSupervisedAutonomous
📊
Campaign Document · For Review
Updated Gift Range Chart — Horizon 2030
Reflects 3 Q3 closures · $500K–$1M gap flagged
$50M raised $500K–$1M gap 6 prospects ID'd Q3 updated
Revised gift range chart showing $50M raised of $73.5M goal. 2 additional gifts needed at $500K–$1M to maintain pace. 6 identified prospects with confirmed capacity.
📣
Case for Support · Public Phase Draft
Horizon 2030 Public Launch Narrative
4-page document · Board review needed
4-page draft Board review Public phase $73.5M goal
"Horizon 2030 is more than a campaign — it is a declaration of what we believe is possible when a community unites around a shared vision of excellence and access..."
🤝
Volunteer Briefing Packets · 6 Chairs
Campaign Committee Pre-Meeting Prep
Individual portfolios · Talking points · Ask strategies
6 chairs Personalized Ask strategies Public phase
6 personalized briefing packets for committee chairs — each includes assigned prospect list, cultivation notes, relationship history, and suggested ask language for the public phase launch.
Recent Decisions
Approved — Q3 progress report to cabinet
Yesterday
Edited — Harrington cultivation strategy (ask adjusted)
3 days ago
Held — Feasibility study excerpt (confidential)
1 week ago
📈 Horizon 2030 — Live Progress
68%
$50.0M
of $73.5M goal · 4pts ahead of pace
This Quarter
$8.2M
Principal gifts
3 closed
Remaining
$23.5M
⚠
Gift Range Gap: $500K–$1M
Need 2 more gifts. 6 qualified prospects identified.
🎯 Campaign Actions
3 VCO-prepared actions — review and approve
📊
Gift Range Chart Update · Board Ready
Horizon 2030 — Q3 Progress Refresh
Reflects 3 Q3 closures · $500K–$1M gap flagged · Ready for board distribution
Board ready
Chart Summary
$1M+ gifts4 closed / 2 needed
$500K–$1M gifts1 closed / 3 needed ⚠
$100K–$500K gifts18 closed / 20 needed
📣
Case Statement Draft · Public Phase
Horizon 2030 Public Launch Narrative
Board chairs confirmed · 4-page document · VCO-drafted from campaign brief
Draft ready
Opening Paragraph Preview
"Every era has its defining moment — a juncture where vision and commitment converge to create something lasting. Horizon 2030 is that moment for us. With $50 million secured in our quiet phase, we now invite the broader community to join us..."
🤝
Volunteer Briefing Packets · 6 Chairs
Campaign Committee — Pre-Meeting Prep
Individual portfolios · Talking points · Ask strategies · Meeting in 8 days
8 days out
Sample Packet Contents (Chair A)
✓ 4 assigned prospects with cultivation history
✓ Personalized ask strategies per prospect
✓ Suggested talking points and objection responses
✓ Campaign progress summary for context
📋 CASE VSE Reporting
Outright Gifts
$41.2M
Planned Commitments
$7.4M
Pledges
$1.4M
Analytics & Reporting
CASE VSE-compliant · Real-time pipeline dashboards · AI performance tracking
FY YTD Raised
$12.4M
↑ 18% vs last FY
Donor Retention
74%
↑ 6pts vs prior year
Pipeline Value
$18.3M
47 open proposals
Avg Major Gift
$48K
↑ 12% this year
AI Touchpoints
4,312
This month
Participation
11.4%
↑ 0.8pts this FY
Agent Performance
Last 30 days
All active
VEO — Engagement 312 actions
187 emails · 48 calls assigned · 77 proposals · 92% approved
VSO — Stewardship 203 actions
89 impact reports · 114 acknowledgments · 97% on time
VPGO — Planned Giving 48 actions
12 bequest signals · 8 CGA illustrations · $4.1M pipeline
VCO — Campaign $50M tracked
47 proposals · 3 principal gifts · 68% to $73.5M goal
Pipeline Conversion Funnel
Discovery291 donors · $2.1M
291
Qualification128 · 44% from discovery
128
Cultivation189 · $6.2M value
189
Solicitation34 · $3.9M in play
34
Stewardship203 · 89% retained
203
Orbit vs. Industry Benchmarks
CASE / AFP data
Donor Retention
Westfield + Orbit74%
Sector avg (AFP FEP)43%
Mid-Level Upgrade Rate
Westfield + Orbit22%
Sector avg (Veritus)8%
Personalized Outreach Rate
Westfield + Orbit94%
Sector avg (CASE)12%
Monthly Giving Trend — FY 2024–25
Gifts Revenue
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
1,847
Total gifts
$6,717
Avg gift
312
This month
$1.84M
This month
Top Gifts YTD
Thomas Wallace $100K
Anita Patel $50K
James Reinholt $10K
Robert Harrington Pending
Linda Walsh Pending
AI-Driven Gains vs. Manual
Touchpoints sent+740%
Response rate+31pts
Gift officer capacity10x
Activity Feed
All AI Officer actions in real-time · Every decision logged for audit
Live Action Stream
Today · 47 actions logged
🤝
VEO — Drafted 8 personalized re-engagement emails for lapsed LYBUNTs in Segment B
Anderson, Bravo, Chen, Davis, Evans, Ford, Green, Harris · Avg open rate prediction: 34% · Awaiting approval
2m ago
💌
VSO — Generated Henderson Family Scholarship endowment impact report FY2025
3 student recipients · $48,200 distributed · 7.2% endowment growth · FERPA cleared
14m ago
📜
VPGO — Flagged Thomas Wallace as Priority 1 bequest prospect from CRM screening
Age 78 · 24 consecutive years · $500K lifetime giving · No documented estate intent on file
1h ago
🚀
VCO — Updated Horizon 2030 gift range chart after 3 principal gifts closed in Q3
$8.2M closed · 2 gifts needed at $500K–$1M to maintain pace · 6 identified prospects
3h ago
🎯
VEO — Personalized 24 reunion giving asks for Class of 1999 — 25-year milestone
Average ask: $2,500 · Reunion fund goal: $60,000 · Launch April 15 · Approved by Kelly M.
5h ago
🏆
VSO — Sent Legacy Circle upgrade letters to 7 donors crossing $100K lifetime threshold
Morrison, Chen, Park, Rivera, Okafor, Santos, Kim · All approved by Kelly M. yesterday
Yesterday
📊
VPGO — Sent CGA benefit illustration to Reinholt family — $200K principal
Ages 76/74 · Rate 5.9% · Income $11,800/yr · Attorney intro scheduled for May
Yesterday
📣
VCO — Prepared 6 volunteer briefing packets for campaign committee chairs
Personalized prospect lists · Talking points · Ask strategies · Public phase launch prep
2 days ago
Today's Summary
Actions taken 47
Awaiting approval 12
Approved by you 31
Donors contacted 89
Est. pipeline moved $480K
Agent Status
VEOActive · 3 queued
VSOActive · 2 queued
VPGOActive · 4 queued
VCOActive · 3 queued
Pending Your Review
12
actions awaiting approval across all agents
Moves Management
AI-orchestrated relationship pipeline · 847 active donors · $18.4M total pipeline value
⚑ 14 due today 2 overdue
⚑ Overdue / Urgent
JP
James Park Overdue 12d
Class of '88 · Engineering · Qualification
Urgent personal outreach — lapse risk 68%
84
VSO
EO
Elena Okafor Due today
Class of '05 · Young Alumni · Discovery
Alumni engagement survey + career congratulation
64
VEO
★ Solicitation — Ready to Ask
RH
Robert Harrington 🔥 Ready to close
Class of '87 · Engineering · $250K ask
Present naming opportunity — 94% close probability
98
VEO
LW
Linda Walsh Day 42
Class of '82 · Business · $75K ask
Follow up — opened email 3x, no response
89
VEO
◆ Cultivation — Active
MC
Margaret Chen 87% upgrade
Parent · Business · $100K est.
Share endowment impact report — prime for leadership ask
87
VSO
JR
James Reinholt CGA signal
Class of '68 · Law · $250K CGA est.
Introduce CGA illustration — 78yo, no estate plan on file
91
VPGO
◆ Qualification — In Progress
AS
Angela Santos 91% capacity
Class of '94 · Medicine · $50K est.
Schedule discovery call — Medical School endowment interest
78
VSO
DK
David Kim IPO signal
Class of '11 · Tech · $25K+ est.
Wealth event detected — upgrade to qualification track
71
VEO
◆ Stewardship — Retained
TW
Thomas Wallace Bequest prospect
Class of '74 · Arts · 24yr donor
Annual President call — estate conversation opportunity
95
VPGO
FH
Franklin Henderson Impact due
Class of '69 · Endowed fund · $48.2K/yr
Send Henderson Scholarship impact report — FY2025 ready
88
VSO
+ 836 more donors — load full portfolio
♟
Select a donor to view move intelligence
Click any row on the left to see AI talking points, move sequence, predicted outcomes, and one-click actions.
🎬 Video Studio
Record, script, send, and track personalized donor videos — AI-powered, no ThankView needed
● Live 3 pending approval
Videos Sent (30d)
324
↑ 18% vs last month
Avg Open Rate
74%
vs 28% email avg
Watch Completion
67%
Avg 1:42 of 2:33
Revenue Attributed
$104K
Video-influenced gifts
🎬
Full Video Studio
Record a webcam video, generate an AI-personalized script, send to any donor, and track opens and completions — all natively in Orbit.
ThankView starts at $3,000/yr · Orbit Video Studio is included in your plan
Video Studio
AI-scripted personal video emails · Record, upload, send, track · 3 pending HITL approval
● Live
Videos Sent
324
↑ 18% this month
Open Rate
74%
vs 28% email avg
Watch Rate
67%
Avg 1:42 watched
Revenue
$104K
Video-attributed
✋ Pending HITL Approval
3 AI-recommended videos awaiting review
🎯
Margaret Chen — Solicitation Ask
VEO · Ask $7,500 · 84% predicted view · Best: Tomorrow 10am
💌
James Whitfield — Thank You Video
VSO · Stewardship touch · 79% predicted view · Best: This week
🎓
Susan Hoffmann — Event Invitation
VCO · Dean's Circle invite · 91% predicted view · Best: Mon 9am
Recent Video Sends
324 total
Donor Type Watched Result
Margaret ChenAsk91%$7,500 gift
Susan HoffmannEvent100%$15K pledge
Aisha ThompsonAsk84%$5,000 gift
Predictive Intelligence
10-model scoring layer · 847 donors scored · Updated continuously from CRM signals
● Live
✦ Orbit Competitive Advantage — 10 Explicit Predictive Heads vs. Competitors' ~5 Vague Models
1. Response Likelihood 2. Channel Preference 3. Ask Timing 4. Ask Amount Band 5. Upgrade Propensity 6. Lapse Risk 7. Planned Giving Likelihood 8. Stewardship Need 9. Handoff Readiness 10. Story & Values Extraction
1 · Response Likelihood
74%
avg across
portfolio
High (>80%)312 donors
Medium (50–80%)389 donors
Low (<50%)146 donors
Top signal: Robert Harrington — 94%
2 · Channel Preference
📧
58%
📞
24%
🎬
11%
🤝
7%
491 donors prefer email — 203 prefer phone
3 · Ask Timing
34
donors in optimal ask window now
Ready now34
Within 30 days89
30–90 days156
Not yet568
Best window: Tue–Thu, 10am–noon
4 · Ask Amount Band
$1K–$10K
356
$10K–$50K
237
$50K–$250K
136
$250K–$1M
78
$1M+
40
$18.4M total pipeline across all bands
5 · Upgrade Propensity
189
donors with >70% upgrade probability
Very high (>85%)67 donors
High (70–85%)122 donors
Top: Anita Patel — 96% upgrade signal
6 · Lapse Risk
89
donors at high lapse risk right now
Critical (>70)31 donors
High (50–70)58 donors
⚑ Elena Okafor — lapse risk 45, overdue
7 · Planned Giving Likelihood
48
donors with significant PG signal
Strong (>70%)48 donors
Est. pipeline value$24.8M
Top: Thomas Wallace — PG score 92%
8 · Stewardship Need
203
donors needing stewardship touch
Impact report due14 donors
Recognition overdue38 donors
Routine touch151 donors
VSO has 2 reports ready for approval
9 · Handoff Readiness
12
donors ready for major gift officer
RH
Robert Harrington
$250K · Score 98
Ready
AP
Anita Patel
$500K · Score 93
Soon
10 · Story & Values Extraction
Student access & equity34%
Research & innovation28%
Athletics & traditions19%
Faculty excellence11%
Campus legacy8%
Values drive personalized AI messaging
⚑ Highest Lapse Risk
EO
Elena Okafor
Discovery · 45 lapse risk · OVERDUE
JP
James Park
Qualification · 68 lapse risk · Overdue 12d
WD
William Davidson
Cultivation · 38 lapse risk · 3yr gap
↑ Highest Upgrade Propensity
AP
Anita Patel
Cultivation · 96% upgrade · $500K capacity
96%
LN
Linh Nguyen
Solicitation · 93% upgrade · $150K ask
93%
TW
Thomas Wallace
Stewardship · 97% upgrade · Bequest
97%
📜 Strongest PG Signals
TW
Thomas Wallace
PG score 92% · Age 74 · 24yr donor
92%
JR
James Reinholt
PG score 84% · Age 78 · CGA ready
84%
FH
Frances Henderson
PG score 62% · Endowment donor
62%
Donor 360 — Robert Harrington
Class of '87 · Engineering · Score 98 · Last contact: 3 days ago
RH
Robert Harrington
Class of '87 · Engineering
Solicitation VEO Assigned LYBUNT
Emailr.harrington@harrcap.com
Phone+1 (617) 555-0142
Address14 Beacon St, Boston MA
EmployerHarrington Capital Partners
TitleManaging Partner
Capacity$1M – $5M
Lifetime$62,500
Target ask$250,000
Orbit Intelligence — 10 Models
98
Orbit Score
94%
Response
8
Lapse Risk
91%
Upgrade
22%
PG Signal
88%
Ask Timing
Email
Channel
$250K
Ask Band
Medium
Stewardship
Not yet
MG Handoff
Relationship Timeline
All touchpoints · Human and AI · CRM-synced
✓
VEO drafted cultivation memo — Engineering Lab naming
Today · AI-generated · Awaiting approval
"Robert, I've been reflecting on our last conversation about the new Engineering Innovation Lab. Your vision for applied research and the way you've supported students over the past 14 years aligns perfectly with what this space will enable..."
2h ago
📞
Phone call — Kelly Morrison (you)
Apr 18 · 22 minutes · Manual log
Discussed Engineering Lab naming opportunity. Robert expressed strong interest. Mentioned his daughter just enrolled in CS. Follow-up memo requested. Rating upgraded from 85 to 98.
Apr 18
📧
VEO sent re-engagement email — opened same day
Apr 15 · AI-generated · Approved by Kelly M.
Opened: 47 min Clicked: Lab link No reply yet
Apr 15
🎓
Campus visit — Engineering Innovation Lab tour
Sep 14, 2024 · In-person · Kelly M. + Dean Phillips
Robert toured the new lab construction site with Dean Phillips. Very enthusiastic about the naming opportunity. First time on campus since 2019 reunion.
Sep 2024
💰
Gift received — $25,000 Annual Fund
Dec 28, 2024 · Online · Stripe
Acknowledged Matched $12,500
Dec 2024
💰
Gift received — $15,000 Engineering Fund
Jan 4, 2024 · Check · Processed
Jan 2024
Giving History
14 years · $62,500 total · Trending up
'11
'12
'13
'14
'15
'16
'17
'18
'19
'20
'21
'22
'23
'24
$62.5K
Lifetime
$25K
Last gift
14
Years giving
Dec
Pref. timing
✦ AI Recommended Actions
Send cultivation memo — today
94% response probability · Tuesday 10am optimal
Schedule Dean meeting — this week
Before formal ask · Naming conversation
Prepare ask briefing — $250K
Full brief · Naming proposal · Gift agreement
Wealth Intelligence
iWave RFM97 / 100
DonorSearchA+ Rating
Real estate$4.2M (2 props)
Stock holdings$8.1M est.
SEC filings3 disclosures
Other phil. giving$180K / yr
Total capacity est. $1M – $5M
Staff Notes
Kelly M. · Apr 18
Robert is genuinely excited about the lab. His daughter starting CS was clearly emotional for him. Do NOT lead with numbers on the next call — lead with her experience.
Kelly M. · Sep 15, 2024
Campus tour went very well. He spent 20 min in the lab talking to the department chair. Dean Phillips made a strong impression. Good to include her in the ask meeting.
Campaign Builder — Horizon 2030
$73.5M comprehensive campaign · Quiet phase complete · Public phase launching Q4 2026
Public Phase Launch: Q4 2026
$50.2M
raised of $73.5M goal · 68% to goal
$23.3M remaining
By December 2030
68%
$50.2M
Closed
$18.3M
Pipeline
847
Active prospects
47
Open proposals
1,628
Days remaining
Gift Range Chart
Principal → Leadership → Major
$5M+
2 of 2 ✓
$12M
$1M–$5M
6 of 8
$18M
$500K–$1M
4 of 10
$8M
$100K–$500K
22 of 40
$7M
$25K–$100K
58 of 120
$5.2M
Campaign Priorities
Funding areas · Named opportunities
Engineering Innovation Lab68%
$17M of $25M · 3 naming opps available
Endowed Faculty Chairs45%
$9M of $20M · 4 chairs still available
Student Scholarships82%
$12.3M of $15M · 12 named scholarships funded
Medical Research Center30%
$3.9M of $13.5M · Naming available: $5M
Top Campaign Prospects
VCO Assigned
Donor Ask Status
Robert Harrington
Engineering Lab naming
$250KReady
Anita Patel
Medical Simulation Lab
$500KCultivation
Linh Nguyen
Engineering fellowship
$150KAsk ready
Thomas Wallace
Arts endowment chair
BequestPG track
Frances Henderson
2nd endowment gift
$500K+Stewarding
Reports Center
VSE-compliant · CASE benchmarked · Auto-generated by AI · Board-ready
📊
FY2025 Annual Giving Report
VSE-compliant · Board presentation ready
✓ Generated Apr 15, 2026
🏛
Horizon 2030 Progress Report
Q1 2026 · Campaign committee deck
✓ Generated Apr 10, 2026
📜
Planned Giving Pipeline
VPGO signals · $4.1M identified · Confidential
⚠ Confidential Apr 18, 2026
🤖
AI Officer Performance Report
VEO/VSO/VPGO/VCO · Actions, approvals, outcomes
✓ Auto-weekly Apr 18, 2026
📈
Donor Retention Analysis
LYBUNT/SYBUNT segmentation · AFP FEP benchmarks
74% retention vs 43% sector
+
Build Custom Report
Choose metrics, date ranges, segments, and format
Communications Hub
Email · SMS · Print · AI-personalized at scale · CRM-synced
2 drafts pending
✉ Email Campaigns
AI-personalized · CASE-compliant
🎓
Class of '99 Reunion — 25yr milestone
24 personalized asks · Apr 15 launch · Approved
Open: 41% 12 gifts so far
⚡
LYBUNT Re-engagement — Segment B
8 donors · Personalized per donor · Awaiting approval
Pending review
💌
Year-End Tax Receipt — All Donors
1,847 donors · IRS-compliant · Dec 31 auto-send
Scheduled
📱 SMS & Text
TCPA-compliant · Opt-in required
🎓
Giving Day SMS Reminder
2,840 opted-in · May 2 · 3-part cadence
Scheduled 13 days out
🎉
Reunion Weekend Reminders
487 attendees · Weekend of Jun 14
Confirmed 487
✍ Quick Compose — AI-Assisted
Type your intent — VEO will draft and personalize
Wealth Intelligence
iWave · DonorSearch · WealthEngine · SEC EDGAR · ATTOM Property · Updated weekly
iWave
847 rated · Updated today
DonorSearch
847 rated · Updated Apr 14
WealthEngine
603 rated · Partial coverage
ATTOM Property
721 matched · Real estate data
SEC EDGAR
34 flagged · Insider holdings
Top Capacity Ratings
iWave composite score · 847 donors screened
Donor iWave Capacity Ask vs. Cap
Thomas Wallace
Arts '74
99$5M+Underpitched
Anita Patel
Medicine '94
97$5M+Good fit
Robert Harrington
Engineering '87
97$1–5MGood fit
James Reinholt
Law '68
91$1–5MGood fit
Frances Henderson
Arts '62
89$5M+Underpitched
Capacity Distribution
$5M+
24
$1M–$5M
48
$250K–$1M
112
$25K–$250K
289
Under $25K
374
⚡ New Wealth Signals This Week
David Kim — IPO detected
Company went public Mar 2026 · Est. capacity 3x upgrade · VEO notified
Sarah Kim — Series C lead investor
SEC filing · $42M round · Capacity estimate revised to $250K–$1M
Carlos Rivera — Real estate purchase
ATTOM data · $3.8M Palo Alto property · Capacity upgraded
P2P Portal & Alumni Engagement
Peer-to-peer fundraising · Class challenges · Alumni community · Reunion giving
48,247
Total alumni
11.4%
Participation rate
487
Reunion registrations
94
P2P ambassadors
$84K
P2P raised YTD
Active P2P Campaigns
Alumni-led fundraising
Class of '99 — 25yr Reunion Fund
Led by James Whitfield · 24 participants
Active
$34,200 raisedGoal: $60,000
57% to goal 18 days left 12 donors
Engineering Alumni Challenge
Led by Linh Nguyen · 31 participants
Completing
$28,400 raisedGoal: $30,000
95% to goal 3 days left 🔥 Nearly done
Reunion & Class Engagement
Jun 13–15, 2026 · All classes
487
Registered
$34.2K
Reunion gifts
Class of 1999 (25yr)24 registered
Class of 2004 (20yr)67 registered
Class of 2014 (10yr)142 registered
All other classes254 registered
Integrations
Connect your CRM, wealth screening, and payment platforms
CRM & Advancement Platforms
Blackbaud CRM
Gifts, prospects, relationships
Live
Salesforce NPSP
Constituent & gift records
Live
Raiser's Edge NXT
Blackbaud legacy platform
Connect
Banner / Colleague
Student & alumni records
Live
Ellucian Advance
Banner-integrated CRM
Connect
Affinaquest
AI-powered fundraising CRM
Connect
Wealth Intelligence
iWave
Capacity & affinity ratings
Live
DonorSearch
Philanthropic giving history
Live
WealthEngine
Net worth & real estate
Connect
Communications & Marketing
Mailchimp
Email campaigns & analytics
Live
Pardot / MCAE
Marketing automation
Connect
Klaviyo
Advanced email automation
Connect
Payments & Giving
Stripe
Payments & recurring gifts
Live
Givebutter
Giving Day & peer-to-peer
Connect
Fidelity Charitable
DAF gift routing
Connect
Platform Settings
Organization config, user management, Virtual Officer setup, and security
🏛 Organization
👥 Users & Roles
🤖 Virtual Officers
🔔 Notifications
🔒 Security
🗄 Data & Privacy
🏛 Institution Profile
📊 Campaign Configuration
📬 Communication Defaults
👥 Team Members
NameEmailRoleLast ActiveStatusActions
KM
Kelly Morrow
 [email protected] VP Advancement Now ● Active
JR
James Rivera
 [email protected] Major Gifts 2h ago ● Active
SP
Sandra Park
 [email protected] Stewardship Yesterday ● Active
DL
David Lim
 [email protected] Annual Fund 3 days ago ● Active
MT
Maria Torres
 [email protected] CRM Admin 1 week ago ● Away
🔑 Roles & Permissions
ROLE
Dashboard
Prospects
V. Officers
Analytics
Settings
Approve
VP Advancement
Major Gifts
Stewardship
Annual Fund
CRM Admin
Read Only
🤝
VEO — Virtual Engagement Officer
Outreach · Cultivation · Annual Fund
● Online
ManualSupervisedAutonomous
Enabled Capabilities
💌
VSO — Virtual Stewardship Officer
Impact Reports · Giving Societies · Donor Recognition
● Online
ManualSupervisedAutonomous
Enabled Capabilities
📜
VPGO — Virtual Planned Giving Officer
Bequest Signals · Gift Vehicles · Legacy Society
● Online
ManualManualAutonomous
⚠ Legal Review Lock
VPGO defaults to Manual. All planned giving communications require attorney review before sending.
Enabled Capabilities
🚀
VCO — Virtual Campaign Officer
Campaign Management · Gift Range · Case Development
● Online
ManualSupervisedAutonomous
Enabled Capabilities
🔔 System Alerts
Review Queue
Gifts & Donors
Campaigns
📬 Delivery Channels
🕐 Quiet Hours
🔐 Authentication
🌐 API Access
Production API Key
sk-orb-prod-••••••••••••••••4f2a
Anthropic API Key
sk-ant-••••••••••••••••••••8c1b
📋 Audit Log
Kelly Morrow approved VEO bulk email (8 donors)
Today, 9:14 AM · 192.168.1.1
James Rivera accessed Robert Harrington donor record
Today, 8:41 AM · 192.168.1.4
VPGO flagged bequest intent signal — Patricia Chen
Yesterday, 4:12 PM · System
Maria Torres updated CRM integration credentials
Yesterday, 2:08 PM · 192.168.1.9
Failed login attempt — unknown user
2 days ago, 11:33 PM · 203.0.113.42
Kelly Morrow edited VCO case statement draft
3 days ago, 3:20 PM · 192.168.1.1
🛡 IP Allowlist
192.168.1.0/24Campus network
10.0.0.0/8VPN range
🗄 Data Governance
📤 Data Export
Full donor export
CSV · All fields · Requires VP approval
Gift transaction history
CSV · Last 7 years · CASE VSE format
AI agent audit log
JSON · All officer decisions and approvals
🔕 Donor Suppression
Current Suppression List
Opt-out donors847
MGO-assigned (no AI contact)213
Deceased / litigation hold31
🤖 AI Model Settings
✓ Settings saved