3x Your Team’s Fundraising with AI in Your Corner.

Meet your AI-powered fundraising partner. Momentum helps mid- and major gift officers reach the right donors, personalize outreach effortlessly, and automatically sync every detail to your Virtuous, Blackbaud, Salesforce, or Bloomerang CRM.

How Does the‍ Momentum AI Agent Work?

1. Connect Your Inbox and CRM

Momentum securely integrates with your email and CRM in minutes - including Virtuous, Blackbaud, Salesforce, and more!

2. Train It on Your Voice and Style

Upload a few writing samples and let Momentum learn how you communicate.

3. Get Smart Daily Recommendations

Each morning, Momentum delivers a prioritized list of outreach and donor tasks tailored to your portfolio.

4. Act With Confidence and Speed

Use AI-suggested emails, donor plans, and reminders to save hours and deepen connections.

5. Log Everything Automatically

Emails, calls, and meetings are synced back to your CRM—so you stay focused on relationships, not busy work.

## Transform Your Mid- and Major-Level
Fundraising With the Power of AI

Prioritize What Matters Every Day

Momentum delivers a daily summary of who to reach out to—and why—so you can start each day focused and confident.

• Smart outreach suggestions delivered to your inbox
• Prioritized based on activity, recency, and potential
• Linked directly to your daily donor plan

Write Personalized Emails in Your Voice

Momentum drafts donor emails that sound like you. It saves you hours while helping you stay authentic and relational.

• AI trained on your real writing samples
• Drafts personalized outreach and responses
• You edit and approve—nothing is sent automatically

Never Log a Meeting or Note Again

Momentum automatically syncs your activity to your CRM, eliminating manual data entry and keeping your records clean.

• Auto-logs emails, meetings, and calls
• Syncs with your existing CRM daily
• Saves hours of admin time every week

Ensure Nothing Falls Through the Cracks

Momentum keeps you ahead of every important milestone with smart, timely reminders across your entire portfolio.

• Alerts for birthdays, pledges, and stewardship moments
• Task reminders delivered directly to your inbox
• Ensures timely follow-ups and deeper relationships

Scale Personalized Outreach with Ease

Create personalized, AI-powered outreach sequences to move relationships forward—without sacrificing your voice.

• Build step-by-step engagement flows
• Automatically suggest follow-ups
• Personalized content at every stage

Follow Custom Plans for Every Donor

Automatically generates individualized donor plans based on giving behavior and activity—then keeps you on track.

• Dynamic plans tailored to each donor
• Plans adapt over time based on interactions
• Used to drive inbox priorities and reminders