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Automation Squad

Role

AI for Fundraisers

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Organize activities to raise funds or otherwise solicit and gather monetary donations or other gifts for an organization. May design and produce promotional materials. May also raise awareness of the organization's work, goals, and financial needs.

Fundraisers · O*NET 13-1131.00 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

14 of 27tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

43 matched to the tools fundraisers use. Showing 24.

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Constant Contact MCP or direct API to manage contacts, create campaigns, organize lists, and review email marketing performance through natural language.

    Make (make.com)

  • Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

    Microsoft Outlook

  • Salesforce

    MCP server

    Salesforce is a leading enterprise customer relationship manager (CRM) application.

    Salesforce

  • Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.

    Constant Contact

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Facebook MCP or direct API to post updates, fetch messages, manage comments, and gather page analytics through natural language.

    Make (make.com)

  • A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

  • Microsoft Excel

    MCP server

    Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

    Microsoft Excel

  • Microsoft Word

    MCP server
  • Powerpoint

    MCP server
  • Make (make.com)

  • CRM People

    MCP server

    CRM People is a crm software for sales teams focused on b2b

    CRM People

  • Calystapro

    MCP server

    Calystapro application simplifies customer relationship management through automated lead capture, contact and opportunity management.

    Calystapro

  • ClearCRM

    MCP server

    ClearCRM is a customer relationship management tool that helps growing businesses manage leads, track sales pipelines, and organize customer interactions.

    ClearCRM

  • Make (make.com)

  • Email Server

    MCP server
  • Excel

    MCP server
  • Excel

    Skill
  • Leadcontact.pro

    MCP server

    Leadcontact.pro is a CRM SaaS solution allowing professionals to manage their contacts and all of their commercial actions.

    Leadcontact.pro

The tools this job actually uses

27 documented for this occupation. Showing 27, hot technologies first. A filled dot means an AI solution exists for it.

  • Facebookhot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Wordhot
  • Salesforce softwarehot
  • Structured query language SQLhot
  • Adobe PageMaker
  • AudienceView Ticketing
  • Blackbaud eTapestry
  • Blackbaud Luminate CRM
  • Blackbaud The Raiser's Edge
  • Constant Contact
  • Corel CorelDraw Graphics Suite
  • Database software
  • Email software
  • FileMaker Pro
  • Foundatino Directory Online (FDO)
  • Microsoft Dynamics
  • Microsoft Publisher
  • SAP BusinessObjects Crystal Reports
  • SofterWare DonorPerfect
  • Tessitura Network Tessitura Software
  • Twitter
  • WealthEngine Findwealth
  • Web browser software

What this job involves

28 documented tasks, most important first. Showing 24.

  1. Identify and build relationships with potential donors.
  2. Secure commitments of participation or donation from individuals or corporate donors.
  3. Write and send letters of thanks to donors.
  4. Solicit cash or in-kind donations or sponsorships from individual, business, or government donors.
  5. Create or update donor databases.
  6. Develop strategies to encourage new or increased contributions.
  7. Develop or implement fundraising activities, such as annual giving campaigns or direct mail programs.
  8. Compile or develop materials to submit to granting or other funding organizations.
  9. Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
  10. Develop fundraising activity plans that maximize participation or contributions and minimize costs.
  11. Direct or supervise fundraising staff, including volunteer staff members.
  12. Establish fundraising or participation goals for special events or specified time periods.
  13. Monitor progress of fundraising drives.
  14. Recruit sponsors, participants, or volunteers for fundraising events.
  15. Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.
  16. Attend community events, meetings, or conferences to promote organizational goals or solicit donations or sponsorships.
  17. Write reports or prepare presentations to communicate fundraising program data.
  18. Explain the tax advantages of contributions to potential donors.
  19. Design or produce materials such as posters, Web sites, or newsletters to promote, market, or advertise fundraising events.
  20. Write speeches, press releases, or other promotional materials to increase awareness of the causes, missions, or goals of organizations seeking funds.
  21. Monitor budgets, expense reports, or other financial data for fundraising organizations.
  22. Plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.
  23. Develop corporate fundraising programs, such as employer gift-matching.
  24. Coordinate transportation or delivery of materials, supplies, or donations for fundraising events.