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In the ever-evolving landscape of school advancement, finding the right tools to manage donor relationships can make all the difference. Traditional donor management systems often fall short of addressing the unique needs of schools. That's where ChalkBooks comes in— we are the first AI donor management platform and bespoke CRM built specifically for K-12 advancement teams. Here are ten reasons why schools are switching to ChalkBooks:
1. Extension of Your Team
We align our success with yours. We adhere to strict reply SLAs (often same-day responses) and work proactively to help you achieve your fundraising targets. Think of us as an extension of your advancement team.
2. Household-Centric Design
Schools are communities and ChalkBooks is designed to help you serve them. ChalkBooks organizes constituent data into households in a way that is seamless for cultivation, stewardship and reporting.
3. AI Worker: AI Prospect Researcher
The first generative AI prospect research assistant, the AI Prospect Researcher, automates deep research across 1+ trillion data points saving hours of manual work, helping find top prospects faster.
4. Real-Time Career Data Enrichment
Easily identify high-capacity prospects by job title and build robust lists with our career history enrichment across the entire donor database.
5. Streamlined Stewardship Oversight
Gain clear visibility into who owns which stewardship tasks and their status, enabling more effective team management and better donor experience.
6. AI-Generated Solicitation Letters
Skip the writer's block and move from insight to a formal ask in moments. Our AI combines your donor data, meeting notes and a personalized prompt to help you craft personalized solicitations in seconds.
7. Personalized Communication at Scale
Spend less time writing emails and more time with donors using generative AI to streamline donor communication with automated context on the school and the donor.
8. Time-Saving Automations
Automate 80% of the time-consuming database management, research and reporting work including, following up on sending tax receipts, chasing outstanding pledges, remembering grant deadlines, preparing board and impact reports, and more!
9. Competitive Giving Challenges
Let friendly rivalry fuel your fundraising. ChalkBooks organizes family and class giving data instantly, so you can run alumni class competitions with ease.
10. Embedded Comprehensive Giving Platform
Give your donors the experience they deserve. Unite your giving days, ticket sales, and sponsorships in one place, with modern, donor-friendly design and payment options such as credit card, Apple Pay, and Google Pay.
Elevate Your School's Advancement Efforts
ChalkBooks represents a significant step forward for school advancement offices seeking to maximize their fundraising potential while minimizing administrative burden. By leveraging AI technology and school-specific features, ChalkBooks empowers your team to focus on what matters most—building meaningful relationships with your donors and securing the resources your institution needs to thrive.
