Match every donation. Stay in personal touch. Donor management for foundations, without keeping the same data twice.
A transfer arrives under a different name, the address is in an old list and nobody is sure whether the thank-you letter has gone out. We bring contact, gift and correspondence together in one place.
Every donation belongs to exactly one contact
Together we decide how you record people, organisations and households.
The system flags possible duplicates, and your team decides whether to merge them; a similar name alone is not enough for a match. Past payments and contact history are kept. Amounts and transactions always come from confirmed sources such as your accounts. Requests for no mail or to stay anonymous are noted on the contact.
Grant management for foundationsKnowledge management for foundations
From payment to thank-you letter
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01
Import payments with checks
Transactions come in through an agreed export or a tested interface. AI reads free-text payment references and suggests matching contacts; uncertain cases stay open until someone assigns them.
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02
Prepare correspondence
Your approved templates become draft thank-you letters and acknowledgements, with name, amount and occasion from checked fields. Your team reads the drafts before they go out.
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03
Look after relationships
On each contact you see earlier gifts, contact preferences and letters already sent, so you can prepare the next conversation.
What we settle before we build
Endowment contributions and donations are often booked and documented differently. We use your professionally checked categories and templates. We set access rights so that a general internal assistant cannot reveal confidential details about individual donors.
Scope and cost agreed before we start
The first call is free. The AI audit is fully credited if you implement with AI Værk; otherwise it costs €500.
If we find no economically worthwhile use, the fee is waived; only agreed expenses remain.
- free
- first call
- €500
- AI audit, credited if you implement
Questions from foundation offices
Can we bring over our existing lists?
Usually, yes. We check the export, field structure and data quality and test the matching with your team, including reversed payments, changed addresses and duplicate names.
Does the system issue donation receipts?
It fills your approved templates with confirmed details. Whether a receipt may be issued and what it contains is decided by your specialists, not an AI.
Do we need AI for this?
Often not. Fixed matching rules and mail merge are enough in many cases; AI helps with varied free text. We check this before we build anything.
Let's talk about where you are now.
Tell us about the workflow and the systems you use. We do not need confidential documents for the first call.