Every donor gets treated like a top prospect.
Risely's agents run the advancement operation on one record per donor: the research, the portfolio ranking, the visit prep, and the renewals. A gift officer approves every send, and the institution keeps every gift decision.
Agentic intelligence across the advancement office
Wealth Screening
capacity re-scored, the reunion window named
Her capacity is re-scored on the acquisition, her place in the book moves up, and the next move is drafted for the gift officer.
approved by a gift officer
The agents that run the advancement operation.
From the first screen to the gift that renews, Risely's agents work every name in the base. Each drafts its next step for a gift officer to approve, and the gift-acceptance committee decides whether the institution accepts a gift. Open any agent to see it work end to end.
Advancement is one office of the whole campus.
The alum this office knows is the same record that carried the student, and the gift the team closes lands where the other offices can use it. One platform keeps every office on that record →
This is what changes, and here is how it runs.
Every name gets worked continuously.
Risely's agents research, rank, and draft on the whole base, and a gift officer approves every send.
The base stops shrinking to the top hundred.
Research, moves, and stewardship reach the names no officer's book could hold.
More gifts renew, and more asks land in their window.
Signals get caught the week they fire, and every gift's anniversary report goes out.
The technical read
Connects read-only to the advancement CRM to start
A gift officer approves every send
Every action lands on an append-only log
Runs alongside Blackbaud and DonorSearch. Nothing rips out.
See Risely's agents work a real donor base.
Bring last year's giving numbers, and the team holds every approval.