How Stewardship Agent works with you

The model

Approve-each

Your Stewardship Agent prepares every action before anything happens. You tap approve - or decline. Nothing is sent, changed, or recorded without your explicit sign-off.

Your control

Always in the loop

Every action the agent proposes appears in your approval queue. You can approve, edit, or decline with one tap. The agent learns from your preferences over time.

What it looks like

Examples of stewardship suggestions staff can review.

Email Draft - For your approval

To:Sofia Green94 days lapsed

Subject: We miss you, Sofia

Hi Sofia, it has been a few months since your last gift to Riverside Community Kitchen, and we wanted you to know your support made a real difference. Your $50 donation in December helped serve 200 holiday meals. This spring, we are expanding our after-school nutrition program. Would you consider a gift of $35 to help us reach 50 more kids this month?

Edit first

Milestone Recognition - Review before sending

To:James Park1-year anniversary

Subject: Thank you for a year of generosity, James

James, today marks one year since your first gift to our organization. In that time, your $600 in total contributions has helped fund two scholarship recipients and provided supplies for our summer reading program. We are grateful for your consistent support. Here is to another year of impact together.

Edit first

Upgrade Suggestion - Requires approval

To:Maria Chen3 gifts this year

Subject: Make an even bigger impact, Maria

Hi Maria, you have donated $25 three times this quarter. Thank you. Many donors like you find that a monthly gift of $20 is more convenient and creates an even bigger impact over time. That is $240 a year, enough to sponsor a full semester of tutoring. Would you like to set up a monthly gift?

Edit first

What this agent will never do

We believe trust starts with transparency. Here are the hard limits built into Stewardship Agent.

Will not send any email without your approval
Your donors expect a personal touch. Every message carries your organization name, so you review and approve every one before it is sent.
Will not fabricate relationship history
All personalization is grounded in actual notes, giving data, and recorded interactions. The agent never invents past conversations or giving amounts.
Will not contact donors more than once per week
Donor inbox respect is non-negotiable. Overcontact damages donor relationships faster than silence.
Will not process refunds or financial transactions
Financial operations stay with your team. The Stewardship Agent handles relationships, not money.

You approve every action

Nothing happens without your sign-off. Here is what a pending action looks like in your dashboard:

Pending Review· Stewardship Agent

2 minutes ago

Re-engagement email for Maria

94 days lapsed; references her March gift to the food pantry campaign

ApproveEdit

Features Developers Docs Changelog

hello@givelink.ai

All agents

Included at 1%

Your donors feel remembered without you manually tracking every relationship.

Stewardship Agent

Your team sees timely stewardship suggestions grounded in real donor history.

Imagine this

Last Tuesday, your Stewardship Agent noticed Maria had not given in 94 days and suggested a personal follow-up referencing her last gift to the food pantry campaign and the thank-you note your team left in March.

What Stewardship Agent does

Personalized donor follow-up suggestions
Lapsed donor re-engagement suggestions
Anniversary recognition suggestions
Gift upgrade suggestions with specific rationale
Early lapse risk flags

How Stewardship Agent works with you

The model

Approve-each

Your Stewardship Agent prepares every action before anything happens. You tap approve - or decline. Nothing is sent, changed, or recorded without your explicit sign-off.

Your control

Always in the loop

Every action the agent proposes appears in your approval queue. You can approve, edit, or decline with one tap. The agent learns from your preferences over time.

What it looks like

Examples of stewardship suggestions staff can review.

Email Draft - For your approval

To:Sofia Green94 days lapsed

Subject: We miss you, Sofia

Edit first

Milestone Recognition - Review before sending

To:James Park1-year anniversary

Subject: Thank you for a year of generosity, James

Edit first

Upgrade Suggestion - Requires approval

To:Maria Chen3 gifts this year

Subject: Make an even bigger impact, Maria

Edit first

What this agent will never do

We believe trust starts with transparency. Here are the hard limits built into Stewardship Agent.

Will not send any email without your approval
Your donors expect a personal touch. Every message carries your organization name, so you review and approve every one before it is sent.
Will not fabricate relationship history
All personalization is grounded in actual notes, giving data, and recorded interactions. The agent never invents past conversations or giving amounts.
Will not contact donors more than once per week
Donor inbox respect is non-negotiable. Overcontact damages donor relationships faster than silence.
Will not process refunds or financial transactions
Financial operations stay with your team. The Stewardship Agent handles relationships, not money.

You approve every action

Nothing happens without your sign-off. Here is what a pending action looks like in your dashboard:

Pending Review· Stewardship Agent

2 minutes ago

Re-engagement email for Maria

94 days lapsed; references her March gift to the food pantry campaign

ApproveEdit

Get Stewardship Agent with the 1% platform fee

Coordinator weekly briefing and Stewardship suggestions are included at launch.

See Pricing