Advancement Leader‍

AI Prospect researcher can help to eliminate the need for pre-research, improve prospect prioritization, and help you save time and money spent on external research.‍

Frontline Fundraiser‍

Fundraisers can gain  instant access to giving capacity signals and conversation points to use when engaging donors.

Data Analyst

‍No need to worry about AI replacing your job! AI Prospect Researcher is designed to complement and enhance the work you are already doing. While maintaining your current role, you can increase efficiency tenfold, potentially reducing research time from 60 minutes to 10 minutes per prospect (5 min to generate a report and 5 min to review and verify).

ChalkBooks’ AI Prospect Researcher is the most useful when:

• Your team needs quick research and you have at least an email address and name for your prospects
• You  need to prepare others for meetings with prospects
• You are looking to save $$$ on reports generated by external research firms

You can upload a CSV file or enter information manually. Contact us if you have additional questions.

While we employ multiple verification systems, we recommend reviewing all generated reports before use. Our AI systematically checks and validates information through multiple sources. 

However, a human in the loop is required especially for more common names.

No, you can start researching with just one prospect.

Currently, AI Prospect Researcher focuses on individual prospects. We're exploring foundation research capabilities for future updates. Contact us to discuss your foundation research needs.

Yes, security is a priority in everything we do.  We follow modern software development and security best practices. We have strict access control and strict encryption, as well as 2FA. All of the data uploaded to the platform is encrypted at rest and only accessible to you. We do not use any of your data for training AI models.

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We also offer multi-factor authentication which we can enable for your account upon request. 

You can read more about our security best practices in our security policy.

You may get limited results for prospects who:

• Maintain minimal public presence
• Don't have visible assets
• Don't own real estate outright
• Actively manage their digital footprint
• Have a very common name

Wealth screening is an important element of prospect research, but it can also be costly. With AI Prospect Researcher, wealth screening can be helpful but it is not necessary.

AI Prospect Researcher identifies many wealth indicators automatically, helping you optimize your cultivation efforts without pre-screening all prospects and saving you money along the way. 

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