Fundraising

The operational job: writing to your donor file the way the best fundraiser in your team would, if they had unlimited hours. That covers preference inference per donor, personalised drafting with every sentence sourced, major-donor briefings that respect "do not ask" sensitivities, bank-feed reconciliation, and Gift Aid claim assembly.

The shape Loop takes here is five Loops sharing one donor record:

• Preference inference - for each donor, the framing that's most likely to land based on their history
• Personalised drafting - appeal-time comms with every claim tagged to the donation, communication, or stated preference it draws on
• Major-donor briefing - for top supporters, a short briefing card respecting "do not ask" sensitivities and naming the actual ask amount + shape
• Bank-feed reconciliation - matching incoming gifts to donor records using exact-reference, amount+date, and LLM-resolved fallback
• Gift Aid claim assembly - month-end packaging of eligible claims with HMRC-ready metadata

The claim-source chain is the moat. Every sentence in every drafted email can be clicked to see the donation or comms record that justifies it. Your fundraiser can defend any line they send.

How we'd shape it

Fundraising deployments start with the donor file itself. We need to see the shape of your giving - major vs regular vs lapsed vs new - and the comms history. The discovery output is the segmentation and the do-not-ask register: who gets which kind of approach, who needs special handling.

What gets built and stays running

We'd build:

• The five Loops above, each running over the same donor record
• A claim-source chain rendered on every drafted comm so the reviewer can audit assertions instantly
• A briefing surface for the major-donor team with the sensitivity flags surfaced clearly
• Reconciliation results sortable by confidence so the suspect ones surface first

Donor populations change. Appeals shift in tone year to year. We keep the prompts current against your team's edit patterns - every correction your fundraisers make is a signal we use to retune.

Where this stands today

Built end-to-end on a synthetic 205-donor population including five named major donors. Ready for a fundraising team that wants to land it carefully on real donor data.