AI Activity Tracker & Next Move Suggester
Never Wonder "What's Next?" Again.The AI Activity Tracker is your team's collective memory and strategic co-pilot. It provides a clean, simple way to log every donor touchpoint and then uses that history to suggest the optimal next step for cultivation. It transforms your activity log from a passive record into an active, intelligent guide for your fundraising team.
The "Dropped Ball" Dilemma
In a busy development shop, crucial follow-ups get missed. Details from a call are forgotten. A gift officer leaves, and their relationship knowledge walks out the door. Without a centralized, intelligent system, momentum is lost and donor relationships stagnate.
The Momentum Killer
A great meeting with a donor is wasted if the perfect follow-up doesn't happen in a timely, strategic manner.
The AI Solution: From Logging Activities to Planning Your Next Win.
Log your interactions as they happen—donor name, date, type of interaction, and key notes. When you're ready, simply click "Get AI-Suggested Next Move" for any donor. The AI analyzes their entire interaction history and recommends the next best action.
Simple & Centralized Logging
A clean, organized interface to track all activities, grouped by donor for a clear historical view.
AI-Powered Next Move Suggestions
Get a specific, actionable recommendation (e.g., "Send a personalized email," "Call to thank," "Invite to event").
Rationale for Every Suggestion
Understand why the AI is suggesting a certain move, based on the donor's past engagement patterns.
Key Benefits of AI Activity Tracking
Systematize Your Stewardship: Ensure every donor gets the right touchpoint at the right time, creating a consistent and professional experience.
Increase Cultivation Velocity: Move donors through the giving cycle faster by always knowing the most effective next step to take.
Improve Team Collaboration: Create a single source of truth for all donor interactions, making handoffs and team-based fundraising seamless.
Impact Metrics
The Major Gift Officer's Weekly Plan
A gift officer starts her week by reviewing her top 10 donors in the Activity Tracker. For a donor she met at a gala two weeks prior, the AI suggests: "Send a personalized email update about the program they discussed, referencing your conversation."
For another who just made a gift, it suggests: “Call to thank them personally.” This transforms her weekly planning from guesswork into a series of strategic, data-informed actions.
Ready to Perfect Your Follow-Up?
Turn your donor activity into your greatest strategic asset. Let StewardWise guide your next move.
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AI Activity Tracker & Next Move Suggester
Log every donor interaction and get AI-powered suggestions for the next best move. StewardWise helps you build stronger relationships and never drop the ball.
