Prioritize donors and plan outreach
How you could use an agent
Use an agent to compile donor research from spreadsheets, notes, and CRM exports, then sort prospects by fit, giving history, and likely outreach channel. It can produce a call list or email plan with suggested next steps for staff or agencies, so you can spend your time on the best prospects.
Where you stay involved
You decide which donors get the highest priority, choose the approach, and handle any relationship-sensitive contact yourself. You also make the judgment calls around donor terms, restrictions, and how far a conversation should go.
