Questions against your own gifts
Ask about totals, funds and recent gifts using the records you keep. Check the answer against those records, especially when preparing figures for others.
AI tools
Ask about giving, then draft the appeal
The fundraising assistant reads the gifts already in your records. Staff can ask what came in, who gave for the first time, and who has gone quiet. When you want words, it drafts a thank-you or an appeal. You edit that draft. It does not send.
A read of your gifts, and a draft you control
A weekly read of what changed
It can summarize the week: what came in, gifts that stand out, people who gave for the first time, and people who had been giving and stopped.
A draft, not a send
A thank-you or an appeal can be written for staff to edit. Sending stays with a person. Nothing goes out because the assistant finished a paragraph.
A short summary for a board packet
Ask for a short explanation of recorded giving for your board packet. Verify the totals, comparison period and any missing records before including it.
Questions about this page
Mobli can help explain recorded giving and prepare appeal or thank-you drafts. Ask a focused question, then check the supporting records and wording before acting on the answer.
Ask about recorded gifts, funds, recent changes or first-time donors. Include the period and campaign you mean, and check that the underlying records cover the question.
Missing records can make a summary incomplete. Update your records and verify the totals before using an answer in a board report or donor conversation. AI answers can contain mistakes.
Yes. Provide the purpose, audience and facts you want included, and ask for a draft. Edit it for your nonprofit’s voice and check names, amounts and any claims about impact.
No. A drafting request prepares wording for review. Check the content, recipients and contact preferences before choosing to send a message.
Use it as a draft explanation, then verify the figures and date range against your giving records. An AI summary is not a substitute for reviewing the underlying financial information.
Read the gifts, then write the appeal.
Request early access. We will write when you can try the assistant.