# Board report due today, and you're still pulling reports.

WIZE pulls the numbers from your CRM, inbox and files and drafts the board update, so
you can get back to your donors.

813+ fundraising teams use WIZE. Your data never trains AI models.
Works with Raiser's Edge NXT, Salesforce, Bloomerang and 51 more tools.

Things fundraising teams ask WIZE:

- How much had we raised by the end of Q3, compared with this time last year?
- Maria sees the Hendersons Thursday. Prep her from RE NXT, my emails and our proposal.
- Turn Tuesday's appeal meeting notes into Asana tasks for Sam and Priya, due Friday.
- Find foundations that fund youth music near us. Draft an LOI for Dana to approve.
- Who on my calendar this month never got a follow-up? Draft a note to each of them.

## Fundraising teams of every size, from one-person shops to universities

Built by the team behind the Donor Participation Project, helping fundraisers since
2000; WIZE launched in 2024. WIZE's founder, Louis Diez, was a fundraiser at Johns
Hopkins, the Baltimore Symphony Orchestra and Muhlenberg College.

- 813+ fundraising teams use WIZE
- 54 tools WIZE connects with
- 10,000+ fundraisers in our Donor Participation Project
- 5M+ foundation tax filings to search for grants

## Report purgatory: We asked 87 fundraisers to tell us about their data.

The deadline, the department rebuild, the week-long queue and the data that just sits
there.

- "Today I have board report due. So, of course I'm going to be pulling a bunch of
  reports." (Nicole Peña, development director, CASS). With WIZE the numbers stuck in
  your CRM come out in one request, with the update drafted.
- "We run a weekly dashboard for the office... It takes, like, 30 minutes to run."
  (Steve Ginter, advancement, Tabor Academy). With WIZE, Monday's report is one
  request, from the office or from the road.
- "Holly pulls the same stats for our finance team every month, and it takes her three
  days." (Stephanie Carper, DuPage Children's Museum). With WIZE the monthly stats are
  one request, the same way every month.
- "I've got to reach out to [advancement services] and a week later I'll get the
  report." (Jeremy Goldberg, major gift officer, university). With WIZE you get the
  list yourself, right away, and change it until it's right.
- "Right now they're just walking in the door going, oh, who should I reach out to
  today instead of the data working for them?" (Kasey Ewing, development director).
  With WIZE you start the day with names, the reason for each and a draft to reach out.
- "I got a frantic message at 2pm from my boss asking me to pull a list of all EOY
  prospects." (A fundraiser on Reddit). With WIZE the 2pm list is one request, with a
  draft ask for each prospect.

## Everyone on your development team just asks for what they need

Everyone works from the same CRM connection, so the whole team gets answers from the
same numbers and gets back out to donors.

- **Development Director:** board numbers and next year's plan, without rebuilding the
  spreadsheet.
- **Major & Planned Gifts:** know who to see this week and walk into every visit
  prepared.
- **Annual Fund:** find who lapsed and draft each a personal ask in your
  organization's voice.
- **Grants & Foundations:** find funders who give to work like yours and draft from
  what you've written.
- **Communications:** newsletters and impact stories drafted from the updates you
  already have.
- **Advancement Services & Data:** take routine list and report requests off your
  desk, and check every result.

## What fundraising teams got back

- "WIZE is now my #1 tool and keeping me afloat with staff vacancies and an immense
  workload." (Faith Seiders, United Way of York County)
- Bulamu Healthcare: 3x the normal click-through rate on an advocacy email written with
  WIZE. "Our click-through was between 7-8%, when it's usually around 2-3%." (Amanda
  Lilly, Development Director)
- Austin Chamber Music Center: from a LYBUNT list to 65 renewal emails and a $250 gift
  right away.
- Folk Education: "It has at least doubled our capacity to submit grant proposals."
- Community Council of South Central Texas: a fundraising plan in 90 days that "would
  have taken me at least 6 months or more."
- UL Lafayette: 22 people on one WIZE workspace. "It doesn't just analyze data; it
  provides actionable recommendations." (Kate Durio)

## Tell us what's in the way. Hear how a team like yours solved it.

Bring the report, list or deadline that eats your week. We'll tell you how one of our
partner nonprofits solved the same problem with WIZE, and what it would take for your
team. On the call you'll hear how a nonprofit like yours solved the same problem, leave
with the first steps for your team, and get your IT team's questions about donor data
answered.

## Why not just use ChatGPT or Copilot?

They're good at writing, but they only know what you paste in. WIZE starts from your
CRM, inbox and files, and it's built by fundraisers who test it on real fundraising work
every day, so your team isn't the test.

- Starts from your donor data, not from what you paste in
- Knows fundraising: lapsed donors, portfolios, stewardship, board reports
- Shared by your team, so one person's know-how reaches everyone
- Drafts the email for you to review and send; it never sends on its own

## Keep the tools you already have

WIZE works with 54 of the tools nonprofits run, from Raiser's Edge NXT to Mailchimp,
including Salesforce, Bloomerang, DonorPerfect, Little Green Light, Virtuous, Neon CRM,
Givebutter, GoFundMe Pro, Slate, Ellucian Ethos, iMIS, Constant Contact, Google
Workspace and Microsoft Outlook. Don't see yours? We'll build it in 30 days. Nothing to
migrate: your data stays in the tools you use now. See all tools at /integrations/.

## Ready for your IT team's questions

- Your data never trains AI models. Every AI provider we use is contractually bound to
  no-training
- Google CASA security assessment. SOC 2 Type I in progress, due by December 31, 2026
- A data processing agreement for Team plans, on request
- Encryption in transit and at rest, two-factor authentication and document privacy
  settings
- Your data stays in your organization's own workspace, never pooled with other
  organizations

## Plans that grow with your development office

- **Plus, $100 / month:** for one-person shops and solo consultants. Raiser's Edge NXT
  integration, new premium integrations as they launch, no usage limits.
- **Team, priced by your revenue and team size:** for development teams of two or more.
  Everyone works from the same CRM connection, priority onboarding and training.
- **Counsel:** hands-on fundraising consulting beyond the software, limited
  availability. See /counsel/.

Compare all plans, including Starter at $8 / month, at /pricing/.

## Questions fundraisers ask us

**How is WIZE different from ChatGPT or Copilot?** They only know what you paste in.
WIZE starts from your CRM, inbox and files, knows fundraising, and is tested by
fundraisers on real fundraising work every day.

**Do we have to clean up our data first?** No. WIZE works with the data you have, flags
duplicates and inconsistencies it finds, and gives you a list to fix in your CRM.

**Our CRM already has AI built in. Why add WIZE?** WIZE works across your CRM, inbox,
files and giving tools at once, and goes on to the next step: the prospect list, the
appeal letter, the board report.

**Will WIZE replace our data team?** No. It takes routine list and report requests off
their desk.

**Does WIZE train AI models on our donor data?** No. Every AI provider we use is
contractually bound to no-training.

**Is WIZE for an organization our size?** 813+ fundraising teams use it, from
one-person shops to university advancement offices.

**How much setup does it take?** Very little. There's nothing to migrate, setup is
included in every plan, and if your tool isn't on the list, we will build it in 30 days.

**Will you work with our IT office?** Yes. We'll walk your IT team through how WIZE
handles data, and sign a data processing agreement on Team plans if you need one.

## Your data is all there. Put it to work.

Tell us what's in the way this year, and we'll tell you how we've solved that same
problem with one of our 813+ partner nonprofits. Book a call, or try WIZE free at
/get-started/.