Pre-meeting donor briefing

Generate a one-page printable brief for any donor before a meeting — giving history, household relationships, recent communication touchpoints, structured notes, capacity score, and AI-generated talking points based on their giving patterns and your past interactions. Replaces the 30-minute scramble before every donor meeting. Print it, save as PDF, or pull it up on a tablet. Designed for major gift officers and EDs who meet with donors regularly.