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AI Agents for nonprofits
Deploy AI agents that help fundraising teams, programme managers, and volunteer coordinators raise more, deliver better experiences, and maximise impact — all on the #1 Agentic CRM for Nonprofits.
Get started today with AI agents built for nonprofits
Leverage pre-built Agentforce templates & subagents grounded in programme, volunteer and donor data — case managers, and programme leads, volunteer coordinators and fundraising teams get actionable intelligence that’s ready on day one.
PREBUILT AGENTFORCE SUBAGENTS
Automate time-consuming programme followup tasks
- Participant Management: Give case managers more time with clients with the help of Agentforce, automating note-taking, referrals, and goal tracking and followup tasks based on each participant’s full history and goals.
PREBUILT AGENTFORCE SUBAGENTS
Match volunteers to the right role, every time
- Volunteer Capacity & Coverage: Eliminate unfilled shifts and keep volunteers engaged with Agentforce, automatically matching volunteers to the right roles based on availability, skills, and location.
PREBUILT AGENTFORCE SUBAGENTS
Simplify prospect research & raise more, with personalised AI assistance
- Donor Engagement: Personalise every donor interaction with Agentforce, surfacing a donor summary, giving history, recent touchpoints and relationship status so fundraisers can craft the right ask at the right moment.
- Prospect Research: Identify and prioritise the right prospects with Agentforce, combining philanthropic history, wealth capacity, and milestone data to focus outreach on the donors most likely to give.
PREBUILT AGENTFORCE SUBAGENTS
Provide donor self-service
- Donor Support: Improve the self-service experience for donors with key donor questions answered quickly, 24/7. Tasks like updating a monthly donation can be done in minutes. Ensure fundraisers can spend their time building relationships instead of answering basic questions.
Build smarter agents with Nonprofit Cloud
Start fast with pre-configured building blocks, then easily customise your agents for any nonprofit use case using low-code tools (Agentforce Builder) and natural-language authoring (Agentforce Script).
Trusted data foundation
Prebuilt data models, integrations, and kits — so AI agents are grounded in nonprofit-specific context that prioritises data privacy and security along with industry specific regulatory compliance.
Prebuilt workflows
Prebuilt business logic, workflows, and processes tuned to nonprofit operations.
Domain-specific insights
Contextual, actionable intelligence surfaced right where teams work, turning data into decisions.
Surface expertise through key systems
Insights and workflows available wherever you work — Slack, MS Teams, CRM and more.
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Frequently Asked Questions
AI agents for nonprofits are software solutions designed to perform tasks that typically require human intelligence and presence, freeing up staff for mission-critical work. These agents can support staff with data analysis, donor management, and communication, helping organisations to operate more efficiently and effectively. By leveraging AI, nonprofits can make better-informed decisions, personalise interactions with supporters, and scale their impact without significantly increasing their operational costs. This technology enables them to focus more on their mission and less on administrative burdens.
Agentic AI for nonprofits refers to advanced AI systems that can act autonomously to achieve specific goals. These agents are designed to take initiative, make decisions, and perform tasks with minimal human intervention. They can manage donor relationships, analyse data for insights, and even develop strategies for fundraising and outreach. By empowering nonprofits with agentic AI, organisations can enhance their operational efficiency, improve decision-making, and better serve their communities, all while streamlining the workload on staff.
The benefits of AI agents for nonprofits include increased efficiency, improved data analysis and enhanced donor engagement. AI can automate repetitive tasks, freeing staff to focus on mission-critical activities. It can also provide valuable insights through data analytics, helping organisations make informed decisions. AI agents work with staff to intelligently respond to stakeholder needs with 24/7 support, which means stakeholder questions and requests can be addressed quickly. When needed, agents can refer cases to the right team member to deal with. AI agents can scale your team with a virtual workforce of digital agents, thus freeing staff to focus on the most important tasks and allowing nonprofits to maximise their impact and reach more people in need.
The applications of agentic AI for nonprofits include streamlining mission operations, enhancing donor engagement, personalising marketing touchpoints, and optimising programme management. AI can increase fundraising success by automating prospect research to identify wealth capacity, philanthropic interests, and upcoming wealth transfers. AI agents can help case managers with manually intensive record-keeping tasks, freeing them up to focus on higher-value work and spend more time with clients. Additionally, AI agents can be quickly built and customised for various operational needs using pre-built templates and industry data.
Agentforce for Nonprofits is an agentic AI solution that supports nonprofit staff and their beneficiaries by streamlining mission operations, enhancing donor engagement, and personalising marketing. It automates prospect research, helping fundraisers track wealth indicators and philanthropic events, and redirects their time to more impactful activities. The solution integrates with Nonprofit Cloud and the entire Salesforce for Nonprofits suite, connecting stakeholder, income, and impact data to improve operational efficiency. It includes pre-built skills and actions tailored to roles like grantmakers, grantmaking, programme and fundraising teams, and can be customised to meet specific organisational needs.
Agentforce for Nonprofits increases staff productivity and satisfaction by automating donor research, enhances donor satisfaction through accurate and timely information, and improves stakeholder engagement with efficient support. It reduces administrative burden on staff, enabling them to make decisions more efficiently thanks to a single view of necessary data. Most importantly, it makes it easier for different teams or individuals within a nonprofit to work together seamlessly with that data. It also provides a dashboard for key business insights, enabling informed decision-making and programme optimisation.
Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.