Give your gift officers more time in front of donors.

Your officers spend the week on research, prep, and admin instead of the conversations that raise money. Risely's agents do the research, draft the briefs and the outreach, and surface who is ready to be asked, so your officers spend their time with donors. Your team approves every send.

The ask on file, ready for the officer

A lapsed donor

She finished engineering in 2009 and sits in the unassigned file

Capacityverified · high six figures
Affinity anchorthe scholarship that carried her junior year
Timinglockup cleared · window open

Recommended ask

$100,000

to the scholarship fund that once carried her, routed to the officer covering engineering alumni

Risely's agents assemble each brief from the record. The officer reads it, edits one line, and approves.

An advancement office raises more four ways. Risely's agents work all four at once.

The research is ready before the visit.

Risely's agents read the whole file and hand each officer a sourced brief, so prep stops eating the week.

Every name in the file gets worked.

The long tail beyond the top fifty finally gets a qualified look, and no giving history sits unread.

The ask is timed to the signal.

When a liquidity event or a giving anniversary lands, Risely's agents surface the donor who is ready to be asked.

The outreach arrives drafted for approval.

Briefs, appeals, and follow-ups arrive already written, so officers spend their hours in the conversation instead of the inbox.

Meet the agents that free your officers.

Brief every name on the list

Screen capacity when signals fire

Rank the portfolio by readiness

Keep every relationship moving

Size every ask to the record

Arm the ask meeting

Report what every gift did

Ask every donor again this year

One donor record is why they work as one team.

Risely Fabric

Every system the advancement office already runs resolves into one donor record.

gift ledgerthe CRMaid ledgerthe SISevent check-inswealth screens

One engineering alumna

'98graduated on a named engineering scholarship
2015first gift to the engineering fund
'15-'22eight straight years of giving
2023giving lapsed with no visit logged
signalher company was acquired, capacity band A
Risely Agent Graph

Every agent reads the same record, and every approved action writes back.

Prospect Researchreads the lapse and the exit
Portfolio Enginequeues the qualifying visit
Gift-Officer Copilotsizes the ask to the file

Bring your own prospect file. See the research, the brief, and the ask worked on one donor record, with your team approving every send.