The AI operations layer
for your mission.
Put a team of agents on yourdonor outreach.
Rach.Dev runs donor engagement, gift acknowledgement, 501(c)(3) compliance, grant drafting, volunteer coordination and donor-lapse monitoring across the systems you already use — with a staff member in the loop on every solicitation and tax receipt, and a full audit trail on every action.
What an agent team takes off your small team
Most of a non-profit's load isn't strategy or relationships — it's coordination, paperwork and chasing. Here's where agents own the busywork so your people can do the mission, mapped to how your org actually runs.
The Front Door
Every donor and volunteer captured, thanked and routed — 24/7, in English or Spanish.
- Multi-channel intake (web form, phone, SMS, email, event)
- Donor record match & CRM linkage (NPSP / Bloomerang)
- Instant, personalized first thank-you within minutes
Gift Compliance
501(c)(3) limits and state-by-state solicitation rules enforced before anything goes out.
- No campaign-intervention or excessive-lobbying language
- State charitable-solicitation disclosures inserted by donor state
- Quid-pro-quo / tax-deductible-amount language on receipts
Acknowledgement & Receipting
IRS-compliant tax receipts and gratitude that actually lands — staff signs the send.
- Contemporaneous written acknowledgement drafted per gift
- Restricted vs. unrestricted and in-kind handled correctly
- Impact tied to the specific gift, not a generic blast
Grant Development
Proposals drafted from your real impact data — never a fabricated outcome.
- Deadline tracking across every open opportunity
- Narrative + budget drafts pulled from program data
- Funder-fit matching and reporting reminders
Volunteer Operations
Sign-up, scheduling, reminders and the follow-up no-shows never get.
- Shift sign-up, waitlists and confirmations
- Pre-event reminders that cut no-show rates
- Hours logged and thank-yous sent after every shift
Impact Reporting
Donor-ready reports compiled in minutes, not the 20 staff hours it used to take.
- Program metrics pulled from your systems of record
- Annual-report and board-deck drafts staged for review
- Every figure traceable back to its source
Finance & Reconciliation
Gifts reconciled to the books and grants tracked against their restrictions.
- Platform gifts reconciled to QuickBooks
- Restricted-fund tracking and grant-spend alerts
- Pledge reminders and recurring-gift recovery
Knowledge Layer
A role-aware assistant grounded only in your approved sources.
- Separate views for donor, volunteer, staff
- Every answer cites its source
- Hard guardrails — never tax, legal or political advice
Watch the team run a relationship
Pick a case and press play. Watch the agent team run it end to end — a staff member approves every solicitation, receipt and send.
Press Run the journey — or scroll in and watch it play automatically. Every clinical action waits for a clinician.
Seven specialists, one conductor
Each agent owns one job and hands the next a complete, structured context. Atlas routes the work, enforces the human-in-the-loop gates, and writes every action to an audit log.
Atlas is the orchestrator. It routes each case to the right specialist, carries shared donor and volunteer context between them, pauses for staff approval on every solicitation, tax receipt and submission, and records a complete, timestamped audit trail.
Click Ava below — the full donor-to-stewardship workflow plays out automatically.
Compliance & risk. Screens every outbound message and gift against 501(c)(3) limits and state charitable-solicitation rules, and escalates large, restricted or sensitive gifts to a gift officer — never sending a non-compliant ask.
Compliance is a hard gate. Anything regulated stops here for a human, not the donor.
The writer. Drafts IRS-compliant tax receipts, personal thank-yous, and grant proposals — every outcome pulled from your real impact data, never invented, and always left for a human to sign.
Draft only. Tax receipts and grants are sent solely after a staff member signs.
Coordination. Runs volunteer sign-up, shifts and reminders, stages donor stewardship sequences, and keeps supporters on track with timely, preference-aware nudges.
Finance & pipeline. Reconciles platform gifts to QuickBooks, tracks grants and restricted funds against their spend, and recovers lapsed recurring gifts and unfulfilled pledges.
The role-aware knowledge assistant. Answers donors, volunteers and staff from your approved sources only — every answer cited, and never tax, legal or political advice.
Iris informs. It never gives tax, legal or political advice, and never overrides staff.
The Donor-Lapse Sentinel. Always on, reading every donor, grant and volunteer signal — flagging supporters about to lapse, grant deadlines closing in, and volunteer shifts at risk of no-shows, and staging the response for staff.
Hope is advisory. It alerts and stages a draft — a staff member decides and acts. Every alert is logged with the signal that triggered it.
Ava captures patient intake by voice, then hands a structured summary to 6 downstream agents — triage, documentation, coordination, billing, knowledge and ICU monitoring — each acting on the shared context, with Atlas orchestrating and a clinician approving every clinical action.
Ava starts the workflow.One layer over the systems you already run
Rach.Dev sits on top of your CRM and existing tools — orchestrating agents, enforcing governance, and keeping a staff member in the loop. No rip-and-replace, and a non-profit discount for qualifying 501(c)(3) orgs.
Every high-stakes action — solicitations, tax receipts, grant submissions — pauses for a staff member to approve. Agents draft and stage; people decide.
501(c)(3) and state-solicitation controls, donor consent and opt-out enforcement, and a complete, timestamped audit trail on every action and every data touch.
Atlas routes each case to the right specialist, carries shared donor and volunteer context between agents, and coordinates hand-offs end to end.
Bidirectional connectors to your CRM, giving platforms, accounting and email tools over the standards your systems already speak.
A knowledge layer that knows its limits
Iris answers donors, volunteers and staff from your approved sources only. Every answer is cited — and a tax, legal or political question is always handed to a professional, never answered.
Try a question
Hi, I'm Iris. Ask me about your giving, your tax receipt, volunteer shifts or where your gift went — I'll always cite my source.
A knowledge layer that knows its limits — questions and answers
- Where did my year-end gift go?
- Thank you again, Robert. Your $25,000 December gift was designated to the scholarship fund, which this year supported 41 students with tuition assistance. You'll find the restricted-fund breakdown in your acknowledgement letter, and we can send a deeper impact summary anytime — just reply here.
- ¿Cómo puedo obtener mi recibo de impuestos?
- Su recibo de donación deducible de impuestos se envió por correo electrónico al confirmarse su regalo, y siempre puede pedir otra copia aquí. El recibo indica el monto deducible. Para preguntas sobre cómo aplicarlo en su declaración, le recomendamos consultar a un profesional de impuestos.
- How much of my donation can I deduct, and how should I report it on my taxes?
- I can tell you the deductible amount shown on your receipt, but I can't give tax advice or tell you how to report it — that's a question for a tax professional, and I've flagged it for our staff to follow up with the right resources. Your written acknowledgement has the figures the IRS asks for.
Governance, not just guardrails
The controls that let a non-profit board actually approve deploying agents — enforced in the system, not promised on a slide.
Live audit log
A sample of what every action looks like on the record.
What changes when agents own the busywork
Directional outcomes our pilots target — validated on your own data, never assumed.
The problem, in numbers
- Across North American non-profits, overall donor retention has hovered around 45% — meaning organizations lose more than half of their donors year to year. — Fundraising Effectiveness Project (AFP), 2023 data
- First-time (new) donor retention runs only around 13–14%, making the crucial second gift the sector's hardest and most valuable conversion. — Fundraising Effectiveness Project (AFP & GivingTuesday Data Commons), 2023 data
- Volunteer time is worth roughly $34.79 per hour — so cutting no-shows and filling shifts protects real, quantifiable value for a non-profit. — Independent Sector, Value of Volunteer Time (2024)
Figures above are external benchmarks and pilot targets, not guarantees — we validate every number on your own data before you rely on it. Monitoring agents are advisory: they alert and stage, a staff member acts.
Start with one workflow. Prove it. Then scale.
We stand up a single workflow on your existing CRM, show the audit trail and the outcomes, and expand only once your team trusts it — with a non-profit discount for qualifying 501(c)(3) organizations.
Pick the highest-pain workflow — gift acknowledgement, lapse recovery or grant deadlines — and we map it to your systems.
Agents run on your CRM with a staff member in the loop and a full audit trail, in weeks not quarters.
Review the outcomes on your own data, then roll the agent team out program by program.