Multiply Your Fundraising Capacity

Advancement Agent manage your entire fundraising operation (from prospect research to major gift stewardship) so your team can focus on closing gifts, not manual research and administrative tasks.

Analyzes alumni database for major gift capacity

Evaluates wealth signals and engagement patterns

Surfaces high-potential prospects

Alumni database scan initiated

Wealth indicators analyzed

High-capacity prospect identified ($500K-$1M)

Affinity confirmed (events, giving history)

Research brief sent to gift officer

See Risely's Advancement Agent In Action

Watch how Advancement Agent research prospects, manage relationships, and optimize your fundraising pipeline

View this interactive demo on a larger screen for the full experience

Your Advancement Team
Can't Scale

Three systemic problems preventing you from reaching major gift potential

95%
of alumni never researched

High-Capacity Donors Go Unidentified

Your team can only personally research a fraction of your alumni base. Major gift prospects slip through the cracks because no one has time to analyze wealth indicators or track engagement patterns.

Bottleneck
60+ days
average time between touches

Relationships Go Cold

With hundreds of donors in cultivation, your gift officers can't maintain consistent touchpoints. Emails go unsent, engagement drops go unnoticed, and warm prospects cool off before you notice.

Declining
4-6 weeks
delay from opportunity to ask

Solicitations Happen Too Late

By the time your team identifies the right moment to ask, researches the right amount, and crafts a personalized proposal, the donor's enthusiasm has waned, or another institution has already secured the gift.

Time Lost
"
We know there are major donors in our alumni base, but we simply don't have the capacity to research 50,000+ alumni and track engagement across all of them.

Integrates With Your Entire Tech Stack

Connect once. Work everywhere. No migration needed.

Blackbaud Raiser's Edge
Salesforce Nonprofit Cloud
DonorSearch
WealthEngine
Gmail
Outlook
LinkedIn

Zero migration.
Agents work with your data where it lives.

Your Team + Risely
Working Together

Risely handles scale. Your team handles relationships. Together, you transform fundraising.

Risely Handles

Automation at scale

Research 50K+ alumni
Track engagement patterns
Draft communications
Identify ask timing
Monitor pipeline health
Processes 1000s of data points

Your Team Focuses On

Strategic relationships

Build relationships
Make the ask
Strategic planning
High-touch stewardship
Event representation
Builds meaningful connections

Frequently Asked Questions

How is this different from a wealth screening service?

Wealth screening is a one-time snapshot that identifies capacity. Advancement Agent continuously monitor your entire alumni base, track engagement in real time, manage cultivation relationships, draft communications, and recommend when and how much to ask. It's not just identification—it's end-to-end fundraising operations.

Ready to Transform Your Fundraising Operations?

See how Advancement Agent can help you identify more prospects, maintain stronger relationships, and close more gifts.

Let's Chat!

Discover how Risely can provide the tools your institution needs.

Give your students the support they deserve with our intelligent, connected campus platform.

By submitting this form, you agree to receive communications from Risely. We'll contact you within 24 hours to schedule your demo.