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
Advancement Operations
See how AI transforms fundraising workflows
Active Prospects
High-capacity donors in pipeline
Live Pipeline Activity
Margaret Chen opened impact report email
5m ago
New major gift prospect identified
12m ago
Linda Martinez RSVP'd to gala
1h ago
Margaret Chen
Giving Capacity
$500K-$1M
Prospect Score
0
Engagement Level
0
Giving History
$125K total
Wealth Indicators
Affinity & Engagement
Engineering program, attended 4 events this year
Recommended Next Action
Schedule major gift conversation
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
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.
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.
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.
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.
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
Your Team Focuses On
Strategic relationships
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.
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