FUNDesk is AI native fundraising software. It keeps donors, contacts, potential gifts, grant applications, communications, and gifts in one clear place, then helps fundraisers decide what to do next. Potential gifts move through five plain stages: New, In Conversation, Asked, Committed, and Gift Received.

How does the FUNDesk Pilot work?

Ask FUNDesk a question in everyday language. The assistant can summarize a donor relationship, prepare you for a meeting, draft a follow-up, find work that needs attention, and help update records. It reads the donor, gift, and communication records already in your workspace, and you review important actions before they happen.

Does FUNDesk process donations?

No. FUNDesk records gifts, it does not charge them. Gifts are entered against the donor who gave, to the cent, and the tax receipt is generated from that record. Payment processing stays with whatever provider you already use.

Can I move my existing donor data into FUNDesk?

Yes. The importer takes a spreadsheet or an export from your current system, maps the columns onto your FUNDesk fields, and loads your donors, contacts, and giving history. Switching is an import, not a data project.

How much does FUNDesk cost?

FUNDesk offers flexible pricing for nonprofit fundraising teams. Join the waitlist to discuss the plan that fits your organization.

FUNDesk

Move the gift forward

From a first conversation to a gift received.

FUNDesk Home

Potential Gifts at a glance

1W1M3M1YAll

42

New

27

In Conversation

16

Asked

24

Committed

8

Gift Received

Open

$17.2M

Active donors

Raised

$970K

7 gifts

Avg gift

$187K

Per gift

Grants

$92K

Awarded

Gifts received1M

Conversion

3.0%

Active

265

Asked

63

Committed

35

Received

8

Top gift officers

1M

1SGSarah Goldberg

$605K

2MBMichael Brooks

$406K

3AFAri Feldman

$300K

4ECEmily Carter

$180K

FUNDesk Pilot

Chat

Drafts

Rehearse

Path

Full chat

Daniel replied asking what the gift would actually fund. Do I send him the program budget?

Let me pull his giving history and the open ask before I answer that.

get_communication_historyResult returned

He has given $45,000 across four years, always unrestricted and always in December. The open ask is $150,000 for the capital campaign, which would be his first restricted gift and roughly three times his largest.

How I would answer it:

He has never asked where the money goes before. That is a shift in how he is thinking about this gift, not a stalling question.

Send the one page campaign summary, not the full budget. A line item budget invites line item negotiation on a gift nobody has committed to yet.

Name the specific thing his gift would fund. An unrestricted donor moving to restricted wants to see the thing, not the category.

Ask about this donor

FUNDesk Pilot

Chat

Drafts

Rehearse

Path

EmailSMS

Saved drafts

Follow-up after the March visit2d ago

Campaign summary cover noteLast week

Warm

Direct

Formal

Daniel, thank you for asking. The short answer is the new family wing, and I have attached a one page summary of what it covers. Your support has been unrestricted for four years, which gave us room to move when we needed it, and I do not take that for granted. This one is different because you would be able to point at the room it built. Happy to walk through it whenever suits you.

To daniel@schwartzfoundation.org

RedoCopySend

Five clear stages: New, In Conversation, Asked, Committed, Gift Received.
Grant applications: Deadlines, documents and decisions on the record.

Grantmaker matching: Your grantmaker list, ranked per opportunity.
Donors and households: People, organizations and households, together.

One giving history: Every gift, message and meeting on one timeline.
Easy imports: A spreadsheet or CRM export, mapped for you.

The AI

An AI that works the donor record, not a chatbot bolted on.

FUNDesk Pilot

Match grantmakers for the Beth Shalom Youth Center

Found 4 aligned grantmakers for the Beth Shalom Youth Center (youth education, $250k budget). Adler Foundation (fit 100), Mendel Family Fund (fit 83), and 2 more. Want me to draft grant applications?

Ask FUNDesk

FUNDesk Pilot: Chat, Drafts, Rehearse, Path. On every donor.

Ask FUNDesk: Plain English questions against your own records.

You approve: Important sends and record changes stay reviewable.

Reach the donor

Follow up that keeps going after you stop.

Day 0 · Email
412 sent · 38 replied
Day 4 · Text
288 sent · paced to protect the domain
Day 9 · Call task
queued for the fundraiser who owns the donor

Follow-up series: A cadence per stage, running until they reply.
Blasts: One appeal to a whole stage, written per donor and paced.
Calls, texts and inbox: Gmail and Outlook connect natively.
FUNDesk Meet: Recording, transcript, recap.
One history: Email, calls, meetings and notes on the person.

Recorded to the cent: On the donor who gave, never rounded.
Tax receipts: A receipt PDF straight from the gift record.
Recurring gifts: Queued before they quietly lapse.
Grantmaker reporting: What a grantmaker funded, ready to report.
Fundraising reports: Money raised, retention, overdue follow-ups.

Record the gift

The gift, the receipt and the thank you, on the record.

Donors 412

Gifts recorded$140,000

DECEMBER The year-end series ran on its own cadence, and every gift it brought in landed on the donor who gave it.

Where that came from

Retained donors$96,000

Recovered from lapsed$18,500

New donors$25,500

Every gift is attached to the donor who gave it, so the receipt, the acknowledgment and the board report all read from the record instead of from a spreadsheet somebody keeps in their own folder.

Your donors, gifts, and grants. All in one place.

From a first conversation to a gift received.

An AI that works the donor record, not a chatbot bolted on.

Follow up that keeps going after you stop.

The gift, the receipt and the thank you, on the record.

Stop running your fundraising on spreadsheets.