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Check the fit in a five-minute conversation.
An assistant asks a few questions, looks your organization up in public IRS filings, and confirms the fit. If it is right, a strategist follows up within one business day to set the walkthrough.
Virgil
Welcome. I'm Virgil, the Donor Insights intake assistant, an AI. In a few minutes I can check whether your organization is a fit and set up the one-hour walkthrough. What is your organization called, and in which state?
You are talking with an AI assistant. Do not paste donor records here. The chat is not stored, and if the fit is confirmed we email the conversation to our team to prepare your first analysis.
Welcome. I'm Virgil, the Donor Insights intake assistant, an AI. In a few minutes I can check whether your organization is a fit and set up the one-hour walkthrough. What is your organization called, and in which state?
- What we verify
- Your organization, in public IRS filings.
- What we need
- Two exports from your CRM: contacts and gifts.
- What you get
- A one-hour walkthrough, and the first analysis included with every plan.
Prefer a form? Send the same details in about a minute.