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A user fills out detail fields, such as Name and pPogram, in an Einstein AI template for donor gift proposals.
Nonprofit

Donor Engagement

Major gift officers spend hours developing personalized proposals to high-net-worth donors. Now you can automatically gather relevant information from the Account, Donor Gift Summary, and Contact profile to craft meaningful proposals based on data and prompt inputs.

Product view of an Einstein Copilot generated donor engagement email.
Copilot Action: Pre-Built

Personalized Gift Proposal*

Overview
Einstein Copilot can draft a personalized major gift proposal based on engagement data in Nonprofit Cloud, tailored to the unique interests and giving history of each donor.

Action Type
Prompt

Data Sources
Account, Donor Gift Summary, Contact Profile

How to Use the Action

  1. Nonprofit Cloud EE/UE and Einstein 1 add-on
  2. Nonprofit Cloud Sales or Service E1 Edition
  3. This feature is also available with Education Cloud, please check with that team on any special license requirements.
  4. Invoke the action with the words: “Draft a gift proposal for the Account [account name].”

*This action is currently in Beta

Salesforce Einstein mascot with examples of prompts for prompt builder.

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