Donor Engagement
© 2026 Inheris
Inheris

Inheris Donor Engagement Athena, Philanthropy Team

⇆ Donor System

The AI Philanthropy Team

Every draft an agent produces waits in the Approval Queue for Alyssa. Nothing is posted or sent automatically. Click an agent to view and edit its specification.

Grant winnability

Athena's own 1 to 5 estimate of how likely Inheris is to win each foundation grant, learned from the applications she has already won. It is a measure of her effectiveness as a grant writer, tracked over time against actual outcomes. Winnability lives with Athena on the Donor System; this tab reads it. She estimates each grant there.

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Scout Research: nonprofits and foundations (ProPublica)

Scout works the IRS 990 data on its own: it plans its own searches from the mission and the pipeline's gaps, pulls each organization's 990, scores donor fit, and queues the best here, tagged and ranked. Nothing enters the pipeline without your approval.

Scout Research: donors and committees (OpenFEC)

Scout works the FEC campaign-finance data on its own: it plans its own searches, pulls individual donors and committees, scores donor fit, and queues the best here, tagged and ranked. Public record, read as a capacity and generosity signal, not a political profile. Nothing enters the pipeline without your approval.

Scout: evaluate a lead

Paste a bio, post, or article about one person or organization. Scout judges mission fit, scores it, and can add a fit to the pipeline. Scout does not scrape any platform.

APIs
Live data sources Scout can search and assess on demand. New integrations are added here.

Scout: ProPublica

Look up a specific nonprofit or foundation in the IRS 990 dataset (free, public). A foundation that files a 990-PF is a grantmaker, and its assets are its giving capacity. Scout assesses fit on the real 990 financials and can add it to the pipeline.

API

Scout: OpenFEC

Look up a specific individual donor or committee in the FEC campaign-finance data (public record). Scout reads giving as a capacity and generosity signal, assesses fit on the real numbers, and can add it to the pipeline.

API

Scout: vendor feed

Pull leads from a licensed prospect-data vendor (iWave, DonorSearch) through Scout's adapter. Not yet connected: the mock vendor returns clearly fabricated placeholder leads until a real vendor is wired in behind the same adapter.

API

Buster: social candidates

Buster reads PUBLIC posts on mission topics from Bluesky and Mastodon (both open protocols) and surfaces people who look like potential contacts. Review each, then add the good ones to the pipeline or dismiss. Public data only, nothing is posted, and nothing reaches the pipeline until you add it.

Social
Ali's outreach and Buster's listening and analytics in one place. The same work also lives in Daily Moves, Campaigns, Candidates, and Reports.

Ali: the day's social moves

Ali reviews the pipeline and proposes one next social touch per priority prospect. She proposes; you approve in the Approval Queue.

New suggestions land in the Approval Queue as pending moves.

Ali: campaigns and ambassadors

The influencer and ambassador campaigns Ali runs, and how each is performing. Open one to manage ambassadors and content.

Buster: engagement analytics

Buster's read of which channels, voices, and relationship functions are landing, over the team's real move and interaction history.

Run Buster to read engagement trends and recommendations.

Buster: social candidates

People Buster surfaces from public Bluesky and Mastodon posts on mission topics. Public data only, nothing is posted; add the good ones to the pipeline or dismiss.

Add a prospect

Social handles (optional, capture the donor's social presence)

Pipeline by stage

Engagement order · click a stage to filter

Pipeline

Name Fit Stage Cares about Brief Donor (IDS) Updated

New campaign

Campaigns

Ali: the day's moves

Ali reviews the pipeline and suggests one next step per priority prospect. She proposes; Alyssa approves.

Gift milestones

When a promoted prospect gives, the team reacts: a thank-you, an impact report, and, on a first gift, an invitation to connect. Checks the Donor System for new gifts.

New suggestions land in the Approval Queue as pending moves. Open the queue to draft and review them.

Approval Queue

Camille: draft in Alyssa's voice

Draft

Voice corpus

The real examples of Alyssa writing that Camille and Ali learn from. The more you add, the truer the drafts.

Strati: pipeline and revenue

A read of the pipeline and prioritized recommendations to grow engagement and revenue.

Buster: engagement trends

Which channels, voices, and relationship functions are landing.

Outbox

Approved, ready-to-act content. In this phase a human carries these out; nothing is transmitted automatically.