Reach the right donors.
Give the relationship room to grow.
Use AI to research donors and draft outreach. Capture the conversations, follow-ups, and commitments that move your mission forward.
Prospects
DonorsOpen asks
$185,000.00Meetings this month
6Next steps due
4Pendelton Family Foundation
Arthur Pendelton · TrusteeRivera Household
Annual donor since 2019Okafor Family Fund
Board referralLindqvist Trust
Renewal · Q2Chen Giving Circle
12 membersHarbor Credit Union
Corporate partnerAdd prospect
Sample data shown.
Donor research
Understand potential donors and their connection to your work.
AI-assisted outreach
Turn research into a personalized first draft.
Voice notes
Capture the important details while the conversation is fresh.
Relationship context
Keep interests, connections, and past conversations close at hand.
Follow-up tracking
See the next step and who needs your attention.
Pledge tracking
Keep commitments and scheduled installments in view.
Less catching up on records.
More building relationships.
Good fundraising depends on knowing the person, remembering the conversation, and following through. mission360 helps your team keep that context in reach.
Make the first move with AI.
Research potential donors, find their connection to your mission, and draft personalized outreach. Start with a message, not a blank page.
- Review relevant donor background and giving interests.
- Identify connections to the work you want to fund.
- Use AI to prepare outreach your team can review and refine.
Donor research · Draft outreach
Dana Whitfield
Prospect for: Mobile health outreach expansion
- Public interestCommunity health access
- Connection to your workAttended spring open house
AI draft · Needs review
Thank you for visiting our clinic this spring. I would love to share how the mobile outreach unit will bring screenings to residents far from care.Leave the meeting.
Keep the details.
Record a voice note while the conversation is fresh. AI helps turn it into a clear summary and follow-up actions, so the important details do not wait until your next admin session.
- Capture interests, commitments, and relevant conversation details.
- Review the summary and extracted next steps.
- Keep the update with the donor’s relationship history.
Voice note · After meeting
Transcript excerpt
“She is excited about the mobile unit and mentioned she might consider a multi-year gift. Wants a site visit first.”
Summary for review
- Interest: mobile health outreachNoted
- Possible multi-year gift discussedNot confirmed
- Next step: schedule site visitProposed
Pick up where the conversation left off.
See who needs a follow-up and what you last discussed. Give your team a reason to reconnect that is grounded in the relationship.
- Review recent contact and outstanding next steps.
- See relationships that may need attention.
- Prepare for renewal conversations with the relevant context.
Relationships to follow up
- Marcus Lee · Last spoke about the youth programThank-you pending
- Priya Natarajan · Renewal conversation upcomingPrepare context
- Ellen Ortiz · Site visit completedUp to date
Prompts for your team’s judgment, not predictions.
Know who connects you.
See the people and organizations linked to a supporter. Use the relationship context your team has to prepare a more informed approach.
- Review household and organizational connections.
- See relevant foundation links and giving records.
- Identify known team or board relationships.
Supporter connections · Dana Whitfield
- Household · Whitfield householdVerified
- Organization · Whitfield Family FoundationVerified
- Board member · Knows through community councilSuggested match
Keep the promise in view.
Track confirmed pledges, scheduled installments, and outstanding payments. Keep the commitment visible after the conversation moves on.
- Review multi-year pledge schedules.
- See upcoming installments.
- Keep confirmed commitments distinct from potential gifts.
Pledge schedule · Mobile health outreach
Ellen Ortiz · Three-year pledge
Confirmed commitmentYear 1
Installment 1
Received
Year 2
Installment 2
Upcoming
Year 3
Installment 3
Scheduled
Potential gifts are tracked separately from confirmed pledges.
Keep your CRM.
Make room for the relationship work.
See how mission360 can support your team’s donor work alongside the tools your organization already uses.
Reviewed email capture
Review matched donor correspondence before adding it to the relationship history.
Contact review
Identify possible duplicate contacts and review them before making changes.
Financial connections
Discuss how pledge and payment information can connect with your accounting records.
See what donor commitments mean for your mission.
Bring confirmed commitments and expected donor funding into the wider funding picture. See what they contribute and what still needs to be raised.
Explore funding forecastsFunding outlook · Mobile health outreach
- Confirmed donor pledgesSecured
- Expected donor fundingExpected
- Still to be raisedGap
FAQ
What does mission360 help our fundraising team do?
mission360 helps your team research potential donors, prepare outreach, capture conversation details, and track follow-ups and commitments. It keeps the relationship work connected to your funding goals.
How does AI help with donor outreach?
AI helps research potential donors and prepare personalized outreach drafts. Your team reviews the research, refines the message, and decides what to send.
How do voice notes work?
Record an update after a donor conversation. AI helps turn it into a transcript, summary, and follow-up actions for your team to review.
Does mission360 automatically capture all our emails?
Email capture depends on the connections and settings available for your organization. Where assisted matching is supported, your team reviews the match before correspondence is added to the donor history.
Do we need to replace our existing CRM?
Not necessarily. We’ll discuss how mission360 can fit alongside your current tools, which connections are available, and what your team needs to keep working in its existing system.
Can we track multi-year pledges?
mission360 helps keep confirmed pledge commitments and scheduled installments in view, so your team can follow through beyond the initial gift conversation.
How does donor funding connect to our forecast?
Confirmed commitments and expected donor funding can contribute to your funding plan. Keeping them distinct helps your team understand what it can count on and what still needs to be raised.
Make your next donor conversation count.
Bring your supporter priorities and funding goals. See how mission360 helps your team research, reach out, and follow through.
From idea to funded plan
One calm workspace for grants, supporters, and revenue.