01Market
Non-profit Sector
Who buys
- Non-profit organisations
- Foundations and institutes
- Fundraising leadership
- Marketing and donor relations
02The problem
What holds the decision back
Donations, charges and records do not reconcile across fundraising, finance and donor relations. A received donation may not be linked to the right record; a declined charge may take time to reach donor relations. Duplicate records and different criteria change the count of active donors. To explain funds raised, retention or use of funds, you need to combine spreadsheets, receipts and reports.
03Application
How we apply it
We start with available donation, payment, relationship and programme records. We define criteria for funds raised, recurring giving and retention, and prioritize discrepancies affecting reports and accountability. The plan considers access and protection for donor and beneficiary data. Afterwards, we can assess AI assistance and applications for selected routines, keeping decisions and approvals with the people responsible.
04Domain
The data we know
- Recurring and one-off donors
- Donations, charges and declined charges
- Recurring giving, cancellations and donor churn
- Donor lifetime on the base and donor lifetime value
- Average gift, upgrades and reactivation of lapsed donors
- Cost per acquisition by campaign and channel
- Donor profile, behaviour and journey, for segmentation
- Surveys, testimonials and cancellation reasons
- Transactions extracted from gateways such as Pagar.me, PayPal, PagSeguro and Asaas
05Delivery
What arrives
Deliverables depend on the tracks engaged and the approved scope. You do not need to engage all three services.
- Donation and payment records reconciled according to the rules within scope
- Fundraising, recurring giving and retention indicators with defined calculations and owners
- Documented relationship and accountability routines, with human review
- AI experiments involving queries, classification and report preparation
- Standard for maintaining fundraising tools and queries of permitted records
- Documentation and owners for the applications and defined access rules
06Services
How the services apply
Data Architecture and Governance
The same person appears in different records, payments and donations do not reconcile, and declined charges reach donor relations late. Fundraising and finance use different criteria to count active donors.
We check records and define received donations, recurring giving, cancellations and retention. The plan prioritizes discrepancies and access rules so reports and accountability work use verified information within scope.
AI Culture and Operations
Small teams repeat donation queries, organize receipts, classify requests and prepare reports. AI use stays with a few people, without clear criteria for personal data or reviewing responses.
We work on fundraising, relationship and programme challenges. We document routines and test AI assistance where it adds value, keeping campaign, beneficiary and accountability decisions with the people responsible.
Vibe Coding and AI-Based Products
Forms, campaign pages and query tools are created separately. Changing rules or retrieving donor history depends on one person, and each new project repeats earlier work.
We define a standard for maintaining applications and assess what can be reused. Queries and connections are built according to feasibility, with permitted data, tests and cost tracking.