Grace Envoy 3.0: Donor Steward
Turn Static Donation Forms into 24/7 Philanthropic Partnerships. Launch in 3 Clicks.
Replace clunky giving forms and awkward payment recovery calls with an empathetic, 24/7 digital steward. Drive up to a 26.76% increase in recurring monthly revenue, double corporate gift matches, and steward every supporter without writing code or risking brand safety.
I would like to support the youth camp.
Thank you. A $50 gift provides one week of supplies. Would you like to make this recurring monthly impact?
26.76% Lift
Recurring Monthly Revenue
Adaptive checkout defaults convert one-time givers into recurring monthly partners.
< 5%
Checkout Drop-Off
Passwordless 3-tap Magic Links eliminate form fatigue and account-login friction.
100% Automated
Corporate Match Scan
Employer metadata is scanned in real time so eligible matching funds are claimed instantly.
Core Capabilities Matrix
The donor relationship and revenue preservation stack
Conversational Giving and Magic Links
Replaces rigid donation forms with inline conversational prompts and instant passwordless SMS Magic Links.
Delivers one-tap giving without requiring supporters to remember passwords or complete multi-page forms.
Causal Defaults and Matching Gift Mining
Dynamically pre-selects recurring paths for high-propensity givers and scans transaction metadata for corporate match eligibility.
Doubles donation impact without manual staff research into employer match programs.
Major Donor Prospecting (Hidden Middle)
Connects donor CRM records with volunteer engagement history to identify warm, high-capacity supporters.
Gives development leaders prioritized briefs instead of forcing broad untargeted cultivation effort.
Empathetic Pledge Recovery and Viral Receipts
Monitors payment gateways for failed installments and triggers polite, adaptive SMS and email recovery journeys.
Prevents donor churn while turning tax receipts into shareable mission impact stories.
Real-World Live Scenarios
Interactive use-case outcomes before launch
One-time gift converted to recurring + corporate match
A supporter makes a $100 one-time gift to an urgent shelter campaign on a Sunday afternoon.
Vault grounding: Grounded in donor CRM rules, corporate gift databases, and campaign impact metrics.
I just gave $100 to the winter shelter project.
Thank you. Your $100 gift provides four nights of warm shelter. Would you like to convert this to a $25 monthly recurring impact?
Yes, that sounds great.
Done. I also noticed your employer has a 100% match. Tap once to submit your match request now.
Result: donor upgraded to $300 per year recurring plus $300 corporate match claimed, with zero staff time required.
Adaptive recovery after card expiration
A recurring supporter experiences a failed installment due to card expiration on file.
Vault grounding: Grounded in Stripe gateway events, donor preference rules, and respectful recovery pacing controls.
System Event: Monthly pledge failed because payment card expired.
Hi Jamie. Your monthly impact gift did not process today. Tap here to update your card in one step.
Thanks, I updated it.
Perfect. Your giving plan is active again, and your campaign impact summary has been sent.
Result: pledge recovered through one-tap update flow without awkward manual follow-up calls.
Receipt transformed into mission-forward storytelling
Immediately after giving, a donor receives a contextualized impact narrative rather than a generic transaction receipt.
Vault grounding: Grounded in campaign briefs, approved language rules, and impact metric datasets.
Can you send me what this gift specifically supports?
Absolutely. Today your gift funded two family food kits and one week of youth transportation support.
Can I share this with my team?
Yes. I generated a share-ready impact story link with your approved privacy preferences applied.
Result: receipts become retention and referral assets, strengthening repeat giving behavior.
Governance, Ethics, and Security Architecture
Financial trust and relational care in one bounded architecture
Foundation Vault (Truth and Compliance Layer)
- Zero-trust RAG architecture
- AES-256 encrypted PII sandboxing
- Sandboxed payment gateway APIs
- Level-3 PR and media guardrails
Financial records, CRM history, and giving behavior stay isolated and never train public AI models.
Empathy Engine and Safety Sentinel (Heart and Protection Layer)
- Real-time sentiment and capacity tuning
- Gentle non-aggressive payment recovery
- Immediate crisis triage and human routing
- Outcome-based impact story generation
If hardship is detected during a recovery conversation, Grace offers pause, lower, or adjust options without confrontational pressure.
How It Works: Launch in 3 Clicks
Zero code and zero prompting
Click 1
Select Persona
Choose Grace Envoy 3.0: Donor Steward from your persona roster, pre-trained for donor development, campaign fundraising, and pledge continuity.
Click 2
Connect Vault
Connect Stripe or CRM systems and upload giving guidelines, annual reports, and Form 990 materials. Ingestion structures financial ground truth with zero prompting.
Click 3
Embed and Activate
Paste one script line into your giving page or website. Your autonomous donor steward goes live 24/7 immediately.
Pricing Architecture
Freemium Seed for launch, enterprise growth for scale
Freemium Seed Tier
$0 to Launch
Deploy in your live environment with validated giving workflows.
- Live donor conversion workflows
- Basic policy and Vault grounding
- No credit card required
Enterprise Growth Plan
Custom Revenue and Stewardship Plan
Scale campaigns with analytics, deep sync, and advanced recovery logic.
- Multi-channel SMS and email pledge recovery
- Deep Salesforce, Virtuous, and ChMS integration
- Custom corporate matching gift database rules
Ready to Scale Your Mission Financial Runway?
Eliminate administrative drag, recover lost pledges, and steward every donor.
Start Your Free Trial - Launch in 3 ClicksNo credit card required - Instant access to Freemium Seed plan - Cancel anytime.
Execution and Pacing Cadence
Three lifecycle triggers that keep donor journeys active
Trigger 1: Inbound Gift
- Instant Magic Link receipt
- Real-time corporate match scan
- Adaptive one-click monthly ask
Trigger 2: Failed Payment
- T+1 hr friendly SMS alert
- T+3 day empathetic email
- T+7 day gentle one-tap update link
Trigger 3: Dormancy (90 Days)
- Automated impact update SMS
- One-tap text-to-donate reactivation link
- Capacity-aware re-engagement cadence
May 3.0 Pro-Tip
Activate a post-volunteer giving hook within two hours of shift completion.
Active volunteers receiving immediate impact updates are significantly more likely to become recurring supporters. Have Grace trigger a one-tap post-shift text inviting a monthly gift upgrade to convert service momentum into sustained mission revenue.