The startup offers an AI-powered fundraising platform that automates constituent relationship management and project management for independent schools. This technology enables schools to enhance donor communication and optimize fundraising strategies, resulting in increased revenue with reduced operational effort.
Funding
$2.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Independent schools often struggle with inefficient fundraising processes due to time-consuming manual tasks in constituent relationship management and a lack of personalized outreach, hindering their ability to meet increasing development goals with limited resources. Preparing for prospect meetings and ensuring consistent donor stewardship also present significant challenges for development teams.
Solution
ChalkBooks offers an AI-powered CRM and prospect intelligence platform designed to automate and streamline donor management for independent schools. The platform automates prospect research, enabling development teams to identify and qualify potential donors more efficiently. It also facilitates personalized outreach at scale through AI-generated content and automated donor profile population using voice notes from donor meetings. Furthermore, ChalkBooks automates stewardship processes, ensuring timely and personalized communication to build stronger donor relationships and increase trust.
Target Audience
The primary target audience includes advancement teams at independent schools responsible for fundraising, donor relations, and development operations.
Features
- AI-powered prospect research for identifying potential donors
- Automated donor profile building using AI-processed voice notes from meetings
- AI-assisted drafting of personalized outreach emails
- Automated stewardship workflows for timely donor communication
- Predictive analytics for qualifying prospects based on their inclination and propensity to give
- Customizable reporting options for generating board reports and tracking key metrics such as class giving and consecutive years giving
- Integration with Gmail for sending automated emails
- CSV uploading for populating the CRM
- Credit card processing for accepting donations