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End-to-end automation across forms, payroll, and CRM
  • AI ingests and normalizes employee giving data
    from paper forms, online forms, HR systems, CSVs, and email submissions, extracting new gifts, upgrades, and cancellations even when formats vary by region.
  • Payroll workflows are automated end to end
    with AI generating payroll files that match each system’s exact template, sending scheduled updates every cycle, and ingesting return files to handle terminations, leave, exceptions, or no-pay periods automatically.
  • Gifts are synced into the CRM and continuously reconciled
    via API or CSV, ensuring accurate attribution, fund designations, and donor history while maintaining a single source of truth across roster, payroll, and CRM.
Ask questions. Get answers. Take action.
  • Anyone can ask questions in natural language
    such as participation changes, donor trends, or unit performance, and receive instant answers without reports, SQL, or IT support.
  • AI builds context automatically
    by connecting payroll data, HR records, funds, forms, and gift history to explain not just what changed, but why.
  • Patterns, exceptions, and anomalies are detected proactively
    including churn, opt-outs, missing deductions, or onboarding delays, with AI recommending the next best outreach or stewardship action.
Smarter outreach, triggered at the right moment
  • AI-driven segmentation and triggers
    continuously evaluate colleagues by hospital, region, department, job level, and donor status to determine when outreach should happen.
  • Solicitations and stewardship messages are crafted by AI
    using each colleague’s context, giving history, and engagement patterns, and delivered via email or SMS.
  • Messages evolve over time
    as AI learns from hospital events, awards, upgrades, and impact stories, refining tone, structure, and timing using built-in templates and best practices aligned to each foundation’s voice.
An employee giving portal that adapts to every colleague
  • Employees access the portal securely via SSO
    without passwords or extra accounts, and complete enrollment through a simple, intuitive experience.
  • Giving options are personalized by AI
    including suggested gift amounts based on role and context, smart fund recommendations across hundreds of internal designations, and a clear summary of payroll, PTO, and card-based giving.
  • Impact and incentives are surfaced in real time
    with light gamification reinforcing progress and belonging, and AI managing incentive eligibility, drawings, and reward logistics automatically.
A structured, data-driven ambassador program
  • Ambassadors see real-time visibility into their units
    including who is donating, who hasn’t started, and who recently joined, along with live participation goals and progress.
  • AI supports ambassador outreach
    suggesting talking points and messages tailored to each colleague’s role, history, and giving pattern.
  • Groups stay continuously aligned
    as AI automatically reorganizes rosters when employees join, leave, or transfer, and recognition tools highlight top ambassadors and units.