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Kindsight Intelligence for CRM

AI that knows your donors, built into your CRM

Kindsight Intelligence works inside your Ascend or AdvancementRM CRM, with the full story of every donor behind it. Prep for meetings in minutes, turn rough notes into contact reports, plan donor trips and personalize outreach at scale, with your team in control of every output.

Book a demo to see KI in your CRM

Less admin. More time for the relationships that matter.

Fundraisers lose hours to meeting prep, contact reports, trip logistics and blank-page emails. Kindsight Intelligence takes that work on inside the CRM you already use, so it starts with real donor context instead of whatever you paste into a chat window.

  • Two professionals collaborate at a desk, smiling while looking at a laptop in a modern office. An overlaid UI card titled “Gift History” summarizes donor contributions, noting total giving of $97,450 since 2013 and a largest gift of $13,000 in April 2023, with a “Regenerate” button and a label reading “Generated with Kindsight Intelligence.”

    Spend less time on tasks and more time with donors

    KI Briefings pulls giving history, past involvement and key relationships into one summary before every meeting, event or gift conversation. After the visit, KI Advanced Contact Reports turns your voice memo or rough notes into a complete, CRM-ready report. When it's time to travel, the Trip Planning Agent finds your highest-priority constituents near your destination and drafts the outreach to book meetings.

    • Turn voice memos and rough notes into CRM-ready reports.
    • Catch missing details and privacy risks before a report is saved.
    • Replace trip-planning spreadsheets with a ranked list of who to see, where and when.
    See it in action
  • Short sample of KI assistant in action

    Find what you need in your CRM, no support ticket required

    Ask KI Assistant how to fix a problem or what a best practice looks like, and get an answer right inside your CRM. New users get up to speed faster, and experienced users spend less time searching.

    • Prepare frontline staff, volunteers, and leadership for any interaction.
    • Cut down time spent searching through records.
    • Enhance pipeline strategy and stewardship efforts.
    • Coming January 2027! With Ask Your Data, KI Assistant will answer questions about your own CRM data too.
    See KI Assistant in action
  • A professional woman wearing glasses works on a laptop in a softly lit office. Overlaid interface cards show an AI task labeled “Generate new donor welcome email” and a preview titled “Your new donor result,” displaying an email subject line and opening message for a personalized donor outreach draft.

    Personalized engagement for more donors than you could reach by hand

    KI drafts emails, call scripts and stewardship messages from donor data, in your institution's voice. Brand Voice and User Voice settings keep every message on-brand and sounding like the person who sends it. You review and edit before anything goes out.

    • Save time to put toward more meaningful donor interactions.
    • Drive more productive conversations and smoother portfolio progress.
    • Coming January 2027! The Engagement Agent automates campaigns and personalizes outreach at scale.
    See KI Personalized Donor Outreach in action

Meet the KI Agents

KI agents take on whole workflows, not single tasks. They plan, prioritize and draft under your direction—and you make the final call.

  • List icon

    KI Trip Planning Agent

    Available now!

    Identify high-priority constituents near your destination and generate personalized outreach to book meetings.

  • KI Engagement Agent

    Coming January 2027!

    Creates campaigns, segments donors, and manages outreach in each gift officer’s unique voice.

  • KI Assistant

    Available now!

    Your in-product guide for product questions and best practices, with Ask Your Data coming January 2027.

Mattie Snell
Director of Portfolio Strategy & Research, Texas A&M Foundation

Texas A&M Foundation Logo

"KI Briefings has reduced the time my team spends preparing prospect briefings by about 95%. What once took 20–30 minutes per briefing now takes roughly one minute with KI Briefings. Last fiscal year, we generated more than 2,000 referrals, and KI Briefings significantly streamlined that preparation process. The savings allow us to focus more of our attention on supporting our development officers in other meaningful ways."

Generic AI can write an email.
KI knows who it's for.

KI lives inside your CRM, so every briefing, report and draft starts with the donor's full history. It's built for advancement and backed by 150M+ prospect profiles with philanthropic signals.

  • Incorporated into your workflow

    KI is more than just a chatbot. It works inside the Ascend or AdvancementRM screens your team already uses. No separate tool, no copy-pasting records.

  • Every kind of AI, with human direction

    KI summarizes and drafts, plans and prioritizes, and runs agents, all in one experience your team can adopt at its own pace.

  • Built for fundraising

    Grounded in donor context and fundraising expertise, KI helps protect the relationships you've built while your team does more.

FAQs

Ready to give your teams their time back?

See how Kindsight Intelligence fits into your CRM