Artificial intelligence is changing every industry, and fundraising is no exception. Yet many of today's fundraising AI tools are little more than assistants that answer questions or generate content.

We believe the next evolution is different.

Today, we're excited to introduce CharityEngine Copilot, the voice-first, agentic fundraising AI built specifically for nonprofits. 

CharityEngine Copilot is different from the fundraising AI available today. Here's how:

1. It's powered by the industry's most complete supporter data, captured natively through more built-in fundraising tools than any other platform—not stitched together through third-party add-ons. (More on why that matters in a bit.)
2. It's truly agentic. And no, we don't just mean creating an activity or an email. We mean AI that can reason, plan, and take meaningful action on your behalf.
3. It's voice-driven. Simply talk to it as naturally as you would with a colleague, whether you're at your desk or on the go.

This isn't simply another AI feature. It's a fundamentally different way to interact with your fundraising platform.

What Can CharityEngine Copilot Do?

From preparing for donor meetings to building reports and planning campaigns, CharityEngine Copilot helps you accomplish more by simply asking.

In fact, after seeing the prototype, our (brilliant) marketing team quickly landed on the campaign theme: Just Ask. It really is that simple.

Here are just a few examples.

Draft Personalized Donor Outreach

Need to send a thank-you email? Steward a major donor? Follow up after an event? Copilot drafts personalized outreach based on each supporter's complete engagement with your organization —not just donations and email engagement.

Try asking:

• Tell me what I need to know about Mary so I can engage her effectively.
• Write a follow-up email after yesterday's donor meeting.
• Create a personalized stewardship email for our top recurring donors.

What makes it different: Instead of relying solely on gifts, emails, and event attendance, Copilot can personalize outreach by using your supporters' complete history, including auction participation, peer-to-peer fundraising, volunteer activity, advocacy actions, shopping cart purchases, payment history, and more.

Build Fundraising Journeys

Welcome series, birthday campaigns, lapsed donor outreach, event reminders. Simply describe the journey you want to create, and CharityEngine Copilot helps you build it in minutes.

Try asking:

• Build a follow-up journey for visitors who started our donation form but didn't complete their gift.
• Create an advocacy follow-up journey for supporters who submitted our recent petition.
• Create a nurture campaign for supporters who haven't responded to this initiative.

What makes it different: Because CharityEngine brings every supporter interaction together in one unified platform, Copilot can create journeys that simply aren't possible when your data lives across disconnected systems, such as an advocacy petition follow-up journey.

Uncover Hidden Fundraising Opportunities

Hidden within your supporter data are prospects, audiences, and fundraising opportunities your team may not have had the time or tools to find. CharityEngine Copilot helps bring them to the surface.

Try asking:

• Find supporters who are ready for a major gift conversation.
• Create a report of donors who attended our gala but haven't made a gift this year.
• Show me recurring donors who may be ready for an upgrade, then draft a personalized email.

Why it matters: Copilot doesn't just return results; it explains its reasoning. By showing the filters, criteria, and assumptions behind every recommendation, your team can easily refine the results to align with your organization's fundraising strategy and definitions.

AI Is Only as Smart as the Data Behind It

Remember when I said we'd come back to why having the industry's most complete supporter data matters? Let's get into it.

AI recommendations are only as good as the data behind them.

When AI doesn't have the full picture, it has to make educated guesses. It fills in the blanks with probabilities instead of facts. Sometimes it misses important context. Other times, it sees patterns that aren't there. That's one of the reasons AI can occasionally hallucinate.

The solution isn't just a better AI model. It's better data.

Most fundraising AI only sees part of the supporter story, usually donations and email engagement. While that's certainly valuable, it's only part of the picture.

CharityEngine Copilot is different.

Because it's built on CharityEngine's unified fundraising platform, Copilot understands the complete supporter story. Every donation, volunteer shift, advocacy action, peer-to-peer campaign, auction bid, payment, website interaction, and countless other supporter interactions become part of the context behind every recommendation.

The result is AI that can make smarter recommendations, create more personalized outreach, and uncover fundraising opportunities that fragmented systems simply can't see.

Fundraising Is Built on Conversations. Your Software Should Be Too.

When we set out to build CharityEngine Copilot, we made one decision very early. We wanted it to be voice-first.

Why? Because fundraising has always been about conversations. Conversations with donors, volunteers, board members, and colleagues. Every day, fundraisers build relationships by listening, asking questions, and having meaningful discussions. So why should interacting with your fundraising platform feel any different?

Whether you're walking back from a donor meeting, heading to an event, or sitting at your desk, you can simply talk to CharityEngine Copilot the same way you'd talk to a colleague. Just ask. It's a more natural way to work, one that lets you focus less on software and more on the relationships that matter most.

And don't worry. If you'd rather type than talk, you absolutely can. CharityEngine Copilot supports both.

The Future Isn't More Features. It's Conversation.

Having spent nearly four years introducing new features and enhancements at CharityEngine, I can honestly say this feels different. CharityEngine Copilot isn't just another feature. It's a fundamentally new way to interact with your fundraising platform.

We believe the future of fundraising begins the same way fundraising always has: with a conversation. Copilot will reason with you, explain its logic, listen to your perspective, and refine its approach as you work together. Instead of simply returning an answer, it becomes a partner you can question, guide, and iterate with until you reach the right outcome for your organization.

Because fundraising has never been about software. It's about people. Our job is simply to build technology that gets out of your way, so you can spend more time with them.