55%
of your donors disappear every year — quietly, invisibly
You Don't Have an Acquisition Problem.
You Have a $847,000 Leak.
You spent $120,000 acquiring 200 donors last year. While you were celebrating, 110 walked away silently. That's $1,333 per donor — when industry average is $600. StewardWise AI is the Donor Intelligence Layer of Aubree's Philanthropic Intelligence Platform — detecting the leak before it happens, surfacing the major gifts already in your database, and personalizing every relationship at scale.
90 days
Early lapse warning
83%
Donor save rate
42%
Increase in recurring donations
39%
Average gift value increase
4.6x
ROI on stewardship
✓ Free 30-minute retention health check ✓ No pitch — just your retention number ✓ Part of Aubree's Philanthropic Intelligence Platform
The Fundraising Treadmill
You're Filling a Leaking Bucket.
The average nonprofit spends 70% of its development budget on acquisition — chasing new donors while the existing ones quietly walk away. The math is brutal. The solution is simple. Neither is visible without AI.
The current reality — 1,000 donor file
Annual revenue (avg. $500 gift)$500,000
Donors lost to attrition (55%)550 donors
Revenue lost$275,000
Cost to replace them$330,000
Net resultGoing backwards
You're spending
$330K to recover $275K
because of a leak you're not monitoring
With 10% retention improvement (AI-powered)
Additional donors retained+100 donors
Year 1 retained revenue+$50,000
Retention cost$10,000
Year 2 (retained donors give again)+$87,000
Year 3 (major gift pipeline builds)+$215,000
5-year compounding lifetime value
$847,000+
per 10% retention improvement — the size of the leak
How donor attrition actually happens — the slow fade
Stage 1
Months 1–3
Engagement starts declining. Fewer email opens. One skipped event.
Stage 2
Months 4–6
Giving pattern disruption. Smaller gift. Misses usual timing.
Stage 3
Months 7–12
Communication becomes one-way. You send. They don't respond.
Stage 4
Month 13+
Full lapse. They've mentally moved on. No gift arrives.
Traditional response
Now you notice
Reactivation rates: <15%. The relationship is effectively over.
70–85%
save rate · Months 1–3
<15%
save rate · Month 13+
The only thing that changes the outcome is timing. Intervening at Months 1–3 — the early warning stage — yields a 70–85% save rate. Waiting until month 13 drops that number below 15%. StewardWise AI makes Month 1 visible so you never reach Month 13.
The Donor Intelligence Layer
Ten AI Agents. One Architecture.
Ten AI Agents. One Architecture.
Zero Revenue Left Unprotected.
StewardWise AI deploys ten specialized agents across your entire donor file — detecting lapse risk early, surfacing hidden major gift capacity, and enabling personalized stewardship at scale. We protect the revenue you already earned, find the major gifts hiding in plain sight, and make every donor feel like your only donor.
Agent 01 · Early Warning Intelligence
Donor Risk Alert
A donor in your database is about to leave — and you don't know it yet. Donor Risk Alert flags pre-lapse behavior 90 days out, generates a retention playbook in seconds, and gives you a 73% likelihood of renewal if the sequence runs. At months 1–3, not month 13.
- 90-day early warning — 83% predictive accuracy across 100,000+ donor journeys
- Opens-without-clicks flagged as pre-lapse signal before the gift stops
- 3-touch retention sequence generated automatically per donor
- Reactivation rate: 83% early vs. <15% post-lapse
Live Early Warning Alert
Donor: Jennifer Martinez
Score: 38/100 ↓ from 72 (3 months ago) · 78% lapse probability
Signals: Email opens: 58% → 12% · Declined 2 events · 89 days no engagement
Action: Personal call + impact report + donor appreciation invite
⏱ Act within 7 days for optimal re-engagement probability
Agent 02 · Story Intelligence
Impact Story Match
We didn't just find that a donor is leaving. We found the exact story that will bring them back. Impact Story Match maps a donor's giving history, professional background, and mission affinity to the specific program story they're waiting to hear — and generates the appeal email that delivers it.
- 94/100 match score — not a random story, the story
- Donor background cross-referenced: career, foundation priorities, prior giving
- Program story library surfaced from your existing impact data
- Appeal email generated from the match — precision stewardship, not personalization
Agent 03 · Major Gift Intelligence
Donor Prioritization
There is $84,300 sitting in your existing donor database right now — not from new donors, from donors already giving below their actual capacity. Donor Prioritization identifies the gap, builds the 24-month upgrade path, and tells you exactly how to ask at each step without losing the relationship.
- Wealth indicator cross-reference: professional background, real estate, board memberships
- Current gift vs. capacity gap surfaced per donor
- Step-upgrade ladder with framing for each ask
- Same methodology major gift consultants charge $50,000 to run manually
Agent 04 · Activity Intelligence
Activity Tracker
When your best development associate leaves, what happens to every relationship they were managing? Activity Tracker auto-logs every donor interaction, detects follow-through gaps before they become lost relationships, and tells your team exactly who to call today — and what to say.
- Interaction timeline auto-populated — no manual CRM logging required
- AI Next Move panel: specific action, specific donor, specific timing
- Milestone detection — e.g. 847th volunteer hour flagged as planned gift window
- Institutional memory that survives staff turnover
Agent 05 · Sentiment Intelligence
Sentiment Analysis
Your donors are telling you they're leaving — in every email they open without clicking, every survey response with distance, every event they stop attending. Sentiment Analysis reads all 847 signals across a 90-day window and flags the ones that need immediate human attention.
- 847 stakeholder communications analyzed per 90-day window
- Behavioral pattern shift detection — opens-only flagged as emotional disengagement
- Explicit language signals ("I'm not sure my gifts are making a difference") flagged in 72 hours
- Channel recommendation: when email is no longer effective, escalate to phone
Agent 06 · Funding Intelligence
AI Funder Intelligence
Your next $375,000 in grant funding is already out there. AI Funder Intelligence scans 120,000+ foundation records in real time, matches opportunities to your exact mission focus, and surfaces deadlines before your team would have found them manually — if they found them at all.
- 120,000+ foundations scanned — Foundation Center, Candid, state and federal databases
- 94/100 alignment score for top matches — not keyword hits, mission fit
- Deadline urgency flagged: opportunities closing within 90 days surfaced first
- 200 hours of manual foundation research eliminated per grant cycle
Agent 07 · Reporting Intelligence
Impact Summary Generator
Your Q1 board report used to take 12 hours to compile. Impact Summary Generator turns your raw program data into board-ready and funder-ready summaries in 30 seconds — with outcomes vs targets, donor impact statements, and strategic recommendations built in.
- Board version and funder version generated from the same data — different frame
- Executive summary, key outcomes, donor impact statement, strategic recommendation
- Grant impact report with theory of change narrative and next-period funding request
- 12-hour reporting process becomes a 30-second draft and a 15-minute refinement
Agent 08 · Campaign Intelligence
Case for Support Generator
The most important document in your fundraising year is your Case for Support. Most organizations write it once, from instinct. Case for Support Generator builds it from your live impact data — problem, evidence, gap, tiered asks, proof — every campaign, automatically.
- Framework: problem → evidence → gap → ask → proof → invitation
- Tiered asks built in — $5K, $10K, $25K with specific program impact per level
- Marcus Johnson proof narrative integrated from your actual program outcomes
- Rebuilt from live data every campaign — not recycled from last year
Agent 09 · Network Intelligence
Board Connection Mapping
Your board members know people. The question is whether you know who they know. Board Connection Mapping surfaces warm introduction paths to funders, grant decision-makers, and major gift prospects hiding in your board's professional networks — systematically, not accidentally.
- Professional network analysis across all board members
- Direct connections to grant decision-makers surfaced with deadline urgency
- Warm introduction paths identified — 3x higher grant success rate vs cold outreach
- Specific, actionable board asks — not a general request to "help fundraise"
Agent 10 · Partnership Intelligence
Corporate Partnership ID
Corporate CSR budgets are the most underutilized funding source in the nonprofit sector. Corporate Partnership ID analyzes 10,847 corporate CSR reports, identifies your highest-aligned companies, and connects them to warm introduction paths already in your board's network.
- 10,847 corporate CSR reports analyzed — mission alignment scored, not cold-matched
- $175,000–$300,000 annual partnership pipeline identified per deployment
- Board network warm introductions cross-referenced from Board Connection Mapping
- Every outreach targeted and relevant — no generic sponsorship asks
The Hidden Treasure Insight
Your Best Major Gift Prospect Is Already in Your Database.
Traditional prospect research chases wealthy strangers with no connection to your mission. StewardWise AI looks inward — and finds the people who already love you, already trust you, and are waiting to be invited into something bigger.
"We spent years chasing cold prospects with wealth but no connection to our mission. These 15 donors already loved us — they just needed to be invited into transformational giving. AI showed us who to ask. That's it. That's the whole secret."
— Chief Development Officer, National Health NonprofitThe Equity Argument
Right now, only the largest nonprofits can afford full prospect research teams, dedicated major gift officers for every segment, and sophisticated analytics. StewardWise AI democratizes stewardship excellence — a $2M organization with 2 development staff can now manage relationships with the sophistication of a $50M institution.
The Three Upgrade Signals AI Detects
1
Engagement Acceleration
Email open rate jumped from 30% to 75%. Started attending events. Sharing your content. Asking detailed program questions.
→ Affinity is growing. They're ready for a bigger ask.
2
Giving Pattern Acceleration
Annual $1,000 gift for 5 years. Then $1,500 — then an unscheduled $500 — then $300 to an emergency appeal. All within 8 months.
→ Increased capacity + urgency. Time for the major gift conversation.
3
External Capacity Signals
LinkedIn shows VP promotion. Property records show new home purchase. SEC filings show stock grants vesting.
→ They have capacity now. Do they know you have opportunities for larger impact?
Case Study · National Health Nonprofit
$847,000
in new major gifts from 15 existing donors — identified by StewardWise AI upgrade scoring over 24 months. These donors were giving $500–$3,000 annually. Nobody had identified their potential.
3 × six-figure commitments
5 × five-figure pledges ($25K–$75K)
7 × significant upgrades ($10K–$20K)
Measured Outcomes
What 37 Nonprofit Deployments Actually Measured
Across development teams from 1 to 12 gift officers, $800K to $15M annual fundraising revenue.
83%
Donor save rate (early warning interventions)
42%
Increase in monthly recurring donations
39%
Increase in average donation value
4.6x
ROI on stewardship investment
Case Study · PIP Donor Intelligence Layer
Conservation Nonprofit
Development team of 3 · $3.8M annual fundraising · StewardWise AI — Year 1
"The early warning system is like having a relationship therapist for every donor relationship. It catches problems early, when they're still fixable. We went from constantly surprised by attrition to strategically preventing it."
— Development Director, 12 months post-deployment
Before → After (12 Months)
Retention rate: 47%
→
67% (+20 pts)
At-risk flagged: post-lapse only
→
112 flagged proactively
Reactivation rate: 12%
→
83% (early stage)
Revenue from lapsed: ~$0
→
$234,000 retained
+41%
Development staff satisfaction
−60%
Staff turnover reduction
30→65%
Time on meaningful relationships
"I stopped dreading Monday mornings. Instead of panicking about replacing last month's lapsed gifts, I'm investing in relationships that will fund our mission for decades. AI didn't replace me — it gave me back my job."
— Development Director, 9 months post-deployment
— Development Director, 9 months post-deployment
Philanthropic Intelligence Platform
StewardWise AI Is One Layer of Four
Deployed alone, StewardWise AI stops the $847,000 leak and builds major gift pipeline. Deployed as part of the full PIP, donor intelligence connects to operations, funding discovery, and communications — creating a flywheel that compounds.
Operations AI
Administrative Intelligence
PIP Suite
StewardWise AI
Donor Intelligence
Current Suite
Acquire AI
Funding Intelligence
PIP Suite
Mission Control
Communications Command
PIP Suite
Pricing
Stop the $847,000 Leak.
Every plan includes the full StewardWise AI Donor Intelligence Layer — predictive lapse detection, upgrade identification, and personalization active from day one.
Full Donor Intelligence Layer active in every plan from day one
Starter
$1,200/mo
For smaller development teams ready to stop guessing about donor health.
- ✓ Predictive lapse detection (up to 500 donors)
- ✓ Early warning alerts + intervention recommendations
- ✓ Engagement health scoring — full donor file
- ✓ AI-personalized stewardship drafts
- ✓ Standard CRM integration
Most Popular
Professional
$2,200/mo
For growing development operations with major gift ambitions and a leaking bucket to seal.
- ✓ Everything in Starter
- ✓ Unlimited donor file coverage
- ✓ Major gift upgrade identification
- ✓ External capacity signal monitoring
- ✓ Weekly upgrade priority list with conversation starters
- ✓ Quarterly retention reviews + priority support
Enterprise
$3,800/mo
For major development operations with large donor files and transformational gift ambitions.
- ✓ Everything in Professional
- ✓ Multi-officer portfolio management
- ✓ Custom predictive model trained on your data
- ✓ Estate planning signal detection
- ✓ Dedicated donor intelligence analyst
- ✓ White-glove onboarding + SLA guarantee
90-Day Retention Improvement Guarantee
If StewardWise AI doesn't measurably improve your donor retention within 90 days, we work with you until it does — or we refund your investment. We're that confident in the early warning system.
Add Implementation Support: Fractional AI Officer
Your Fractional AI Officer configures StewardWise AI against your actual donor file, trains your development team on early warning protocols, and manages your first 90-day retention cycle. No guessing — just results from week one.
$2,975
/month
Free Retention Health Check
Find Out What Your
Find Out What Your
Leak Is Costing You.
A free 30-minute session. We calculate your actual retention rate and lifetime donor value — numbers most nonprofits don't have. You leave with your $847,000 number and actionable retention strategies, whether you work with us or not.
1
Submit this form
We confirm your session within one business day
2
We run your retention diagnostic
Your actual retention rate, lifetime value, and leak size — calculated
3
You see your number
Exactly what a 10% retention improvement would mean for your mission financially
✓
You decide
No pitch. You leave with value whether you move forward or not.
Book Your Donor Retention Health Check
Free · 30 minutes · No pitch
✓ Free 30-minute session · ✓ No obligation · ✓ Response within 1 business day
Common Questions
Frequently Asked Questions
Everything you need to know about StewardWise AI and the Donor Intelligence Layer.
StewardWise AI is the Donor Intelligence Layer of Aubree's Philanthropic Intelligence Platform — engineered to stop the $847,000 leak in nonprofit donor retention. It predicts donor lapse 90 days before it happens with 83% accuracy, surfaces hidden major gift prospects within your existing donor file, and personalizes stewardship communications at scale. Most nonprofits lose 55% of donors annually because they can't see the problem coming. StewardWise AI makes it visible — and actionable — at months 1–3, not month 13.
83% predictive accuracy at the 90-day warning threshold, measured across 37 nonprofit deployments. The system monitors 20+ engagement signals per donor — email behavior, giving patterns, event attendance, response rates — and learns from your specific donor file over time. The critical variable is timing: intervening at months 1–3 yields 70–85% save rates. Waiting until post-lapse drops that below 15%. StewardWise AI exists to guarantee you never operate at the 15% scenario again.
No — and it never should. StewardWise AI is your tireless donor intelligence analyst, not a replacement for human relationship building. It tells your gift officers who to focus on, when to reach out, and why the relationship matters — based on data patterns no human could monitor across a full donor file. The actual relationship work — the calls, the cultivation, the meaningful conversations — remains human work. Organizations using StewardWise AI report development staff spending 65% of their time on meaningful relationship work (up from 30%), with staff satisfaction up 41% and turnover down 60%.
StewardWise AI integrates with major nonprofit CRMs including Salesforce Nonprofit Success Pack, Bloomerang, DonorPerfect, Raiser's Edge NXT, Little Green Light, and Kindful. Integration setup is handled by your implementation team or Fractional AI Officer — no technical expertise required from your development staff. Data sync is continuous once configured.
Most organizations receive their first early warning alerts within 2–3 weeks of deployment, as StewardWise AI analyzes historical engagement data and identifies currently at-risk donors. Measurable retention improvement typically appears within 60–90 days as those early interventions save relationships that would otherwise have lapsed. The 90-Day Retention Improvement Guarantee reflects our confidence in that timeline — if you don't see measurable improvement, we work with you until you do, or refund your investment.
StewardWise AI · Donor Intelligence Layer
Your Donors Want to Stay.
Your Donors Want to Stay.
Give Them a Reason To.
55% of your donors disappearing every year isn't inevitable — it's a data problem, and data problems have solutions. StewardWise AI sees the slow fade before it becomes a full lapse. The question is what you do with that intelligence.
Check My Donor Retention Health