Autonomous Donor Engagement Solution

The vendor is required to provide autonomous donor engagement solution platform or service that augments the capacity of the existing development team to increase donor retention, giving frequency, and overall revenue, while maintaining transparency, security, and personalization.
- Objectives
•    Engage and qualify a defined pool of donors and prospects autonomously.
•    Deliver personalized donor communications at scale through email, text, video, or other digital channels.
•    Increase conversion rates, average gift size, and donor retention.
•    Provide real-time reporting and analytics on outreach, engagement, and outcomes.
•    Reduce manual staff time through automation and digital augmentation.
- Responsible for the following:
•    Providing and maintaining a secure, compliant cloud-based platform or managed service for automated donor engagement.
•    Integrating with the organization's existing donor database or CRM (or accepting data exports).
•    Ingesting and utilizing client-provided content to train the AI or configure communication workflows. 
•    Developing and deploying AI agents or automation workflows that manage donor engagement end-to-end. 
•    Monitoring performance and optimizing communications throughout the project period. 
•    Providing reporting dashboards or regular performance summaries.
- Platform requirements
•    Soc 2 type ii compliance or equivalent.
•    AI-generated communications must clearly disclose non-human origin.
•    Configurable engagement cadences, channels (email, SMS, video, etc.), and donor segments.
•    Secure data handling and role-based access for client users.

- Contract Period/Term: 1 year
- Pre-Bid Conference Date: October 23, 2025
- Questions/Inquires Deadline: October 22, 2025