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Automation Squad

Role

AI for Fundraising Managers

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Plan, direct, or coordinate activities to solicit and maintain funds for special projects or nonprofit organizations.

Fundraising Managers · O*NET 11-2033.00 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

29 of 40tools 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

97 matched to the tools fundraising managers use. Showing 24.

  • HubSpot

    MCP server

    HubSpot is your all-in-one stop for all of your marketing software needs.

    HubSpot

  • Slack

    MCP server

    Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

    Slack

  • Google Ads

    MCP server

    Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web user

    Google Ads

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Airtable MCP or direct API to find, update, create, and organize records and tables through natural language.

    Make (make.com)

  • Airtable

    MCP server

    Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

    Airtable

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Drive MCP or direct API to search files, upload documents, share folders, and manage permissions through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Slack MCP or direct API to send messages, fetch channels, read conversations, and manage users through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.

    Make (make.com)

  • Google Drive

    MCP server

    Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

    Google Drive

  • LinkedIn

    MCP server

    LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

    LinkedIn

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Linkedin MCP or direct API to search profiles, post updates, manage messages, and analyze connections 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

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Youtube MCP or direct API to upload videos, fetch channel analytics, manage playlists, and moderate comments through natural language.

    Make (make.com)

  • Make (make.com)

  • Make (make.com)

  • 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)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Ads MCP or direct API to monitor campaign performance, update ad groups, generate reports, and launch new ads through natural language.

  • Google Docs

    MCP server

    Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

    Google Docs

  • HRnest is a human resource management software designed to help assist businesses with employee scheduling, leave requests, time tracking, onboarding, document circulation, and more from within a unified platform. Staff members can receive email notifications about changes in tim

  • Marketo

    MCP server

    Marketo's marketing automation software helps marketers engage customers and prospects.

    Marketo

  • 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

The tools this job actually uses

60 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe Acrobathot
  • Adobe After Effectshot
  • Adobe Creative Cloud softwarehot
  • Adobe Illustratorhot
  • Adobe InDesignhot
  • Adobe Photoshophot
  • Facebookhot
  • Google Analyticshot
  • Google Docshot
  • HubSpot softwarehot
  • Hypertext markup language HTMLhot
  • Marketo Marketing Automationhot
  • Microsoft Accesshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft SharePointhot
  • Microsoft Wordhot
  • Salesforce softwarehot
  • Slackhot
  • Teradata Databasehot
  • Yardi softwarehot
  • Adobe Distiller
  • Adobe Dreamweaver
  • Adobe PageMaker
  • Airtable
  • Apple Final Cut Pro
  • Apple iDVD
  • Apple iMovie
  • Blackbaud eTapestry
  • Blackbaud The Raiser's Edge
  • Corel WordPerfect Office Suite
  • Drupal
  • FileMaker Pro
  • Flipgrid
  • Fund accounting software
  • Google Ads
  • Google Drive

What this job involves

17 documented tasks, most important first. Showing 17.

  1. Develop strategies to encourage new or increased contributions.
  2. Manage fundraising budgets.
  3. Direct activities of external agencies, establishments, or departments that develop and implement fundraising strategies and programs.
  4. Develop fundraising activity plans that maximize participation or contributions and minimize costs.
  5. Plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.
  6. Establish goals for soliciting funds, develop policies for collection and safeguarding of contributions, and coordinate disbursement of funds.
  7. Establish and maintain effective working relationships with clients, government officials, and media representatives and use these relationships to develop new fundraising opportunities.
  8. Compile or develop materials to submit to granting or other funding organizations.
  9. Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.
  10. Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
  11. Write interesting and effective press releases, prepare information for media kits, and develop and maintain company internet or intranet Web pages.
  12. Formulate policies and procedures related to fundraising programs.
  13. Assign, supervise, and review the activities of fundraising staff.
  14. Evaluate advertising and promotion programs for compatibility with fundraising efforts.
  15. Design and edit promotional publications, such as brochures.
  16. Produce films and other video products, regulate their distribution, and operate film library.
  17. Manage stewardship activities to maintain connection with donors.