Use case: Walk into every board meeting prepared.

Preparing for board meetings often means pulling together numbers, trends, and updates under time pressure. Penny brings key insights and performance highlights together so you can walk in prepared and ready to lead the conversation.confidence.

Preparing for a board meeting often means scrambling to pull together numbers, trends, and updates while trying to make sense of what it all means. Penny is Bloomerang's AI strategist built right into the platform to help turn your fundraising data into clear, board ready insights. Just ask Penny a question like, how did we do this quarter? In seconds, she analyzes your fundraising performance across campaigns, donors, and trends without the need to build reports manually. But Penny doesn't just give you numbers. She helps you understand the story behind them. From key wins to potential risks, you'll see what's working, what needs attention, and where to focus next. Then walk into your meeting ready to lead. Use Penny's insights to guide the conversation, align your board, and confidently share what's next. Because when you're prepared with clear insights, you don't just report, you lead with confidence.

Step-by-step guide: From fundraising data to board-ready insights

Step 1

Ask Penny for a performance summary like, “How did we do this quarter?” She instantly analyzes your fundraising data across campaigns, donors, and trends—without requiring manual report building.

Step 2

See the story behind the numbers. Penny highlights key wins, risks, and trends so you can understand what happened and what needs attention before the meeting.

Step 3

Walk in ready to lead. Use Penny’s insights to guide your presentation, align stakeholders, and confidently share what’s next.

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