AI Use Cases for Fundraising: Donor Insights & Next Steps

AI use cases for Fundraising Teams

Start using AI for real fundraising work.

Whether you're building a donor list, preparing for a meeting, or deciding where to focus, it’s easy to miss the right opportunity. Penny shows you who matters most and what to do next—so you can act with confidence and raise more.

Explore AI use cases

See Penny in action

Explore new ways to move fundraising forward.

See practical examples of how AI can support your donor research, outreach, strategy, and more.

Fundraising Strategy

Who should I reach out to right now?

When it’s unclear where to focus, teams default to guesswork—or spend time pulling reports. Penny instantly identifies the donors most worth your time and explains why—so you can prioritize outreach with confidence instead of second-guessing your next move.

Major Gifts

Create a list of donors in seconds.

Instead of filtering spreadsheets or building reports manually, just ask. Penny creates targeted donor lists based on giving history, engagement, or behavior—so you can move from question to action instantly without extra work.

Donor Research

Walk into every donor meeting prepared.

Preparing for donor meetings often means digging through multiple systems and notes. Penny brings everything together—giving history, engagement, and key insights—so you show up prepared, confident, and ready to ask.

Data Management

Catch data issues before they cost you.

Messy or inconsistent data makes it harder to trust your decisions—and mistakes can slip through. Penny identifies duplicates, anomalies, and gaps instantly so you can clean your data, avoid errors, and move forward with confidence.

Fundraising Strategy

Not sure what to do next?

When priorities aren’t clear, teams stay reactive instead of focusing on what drives results. Penny connects your data to recommended next steps—so you always know where to focus and how to move forward.

Reporting & Analytics

Walk into board meetings ready.

Preparing reports and summaries often happens last-minute. Penny pulls together key insights, trends, and performance highlights—so you walk into every board meeting prepared, aligned, and ready to lead the conversation.

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See how teams go from data to action.

Take a quick tour to see how Penny helps fundraising teams move from scattered data and open questions to clear priorities, donor lists, and next steps—without the manual work.

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Real fundraisers. Real results.

Fundraising teams are using Penny to move faster, prioritize better, and act with confidence in real moments—from donor outreach to campaign planning.

Read the customer story

“It provided a level of confidence for asking for large gifts that I would not have otherwise had.”

Tyler Bradshaw, Nonprofit Leader

Joe Nuxhall Miracle League Fields

How to get the most out of Penny.

Penny works best when applied to real fundraising work. Start where your team feels the most friction and use Penny to remove it.

Start with your biggest bottleneck.

Look at where your team is spending the most time—reporting, donor research, or follow-up. Penny is most valuable when it removes the work slowing you down.

Turn insight into action quickly.

Penny helps you move from answer to action fast. Turn recommendations into next steps by creating tasks, grouping donors, and following up before momentum is lost.

Focus on what drives results.

Prioritize work that strengthens donor relationships, improves retention, and increases giving—so your time is spent where it matters most.

Ready to put Penny to work?

See how Penny helps your team act faster and raise more.

Book a demo today