Our prospect profiles just got some new additions this past week. We’ve got a lot going on, so let’s dive in!

Profile Snapshots

The first thing CharityCAN users will notice is that Prospect Profiles have a new front page summarizing things like donations, recent board positions, connections and household data. We’re bringing out recent or important information and putting it all on one page. From the snapshot you can jump out to view more detailed profile information, so you can dive into the nitty-gritty.

We think this will be a great first starting point when researching a new potential major gift donor.

AI-Generated Summaries (Beta)

The other thing that appears on our snapshots is our new AI-Generated summaries. We’re using Open AI‘s GPT language model to summarize raw profile data into easily digestible text summaries.  This is one of the new features we’re most excited about, as we think there are a lot of possibilities for these summaries. This feature will enable a researcher or a fundraiser to get a quick paragraph to add to an email, profile, or donor database. We’ll dive a little more into how we’re putting these together in a future blog post.

This feature is in beta and will probably be updated in the coming weeks and months, so we’d love to hear how you’re interested in using it!

Relationship Donation Filters

Every Prospect Profile has a full list of relationships. These are connections to other individuals through charity and company boards or other known organizations. We’ve taken that list of relationships and overlayed our donation data, so that not only can you see your prospect’s connections, but also which of those connections are donors to other organizations.

What’s more, you can now filter this relationship list to find donors by cause, amount or location. You can bring up a profile of a volunteer and quickly see if they have any new prospects in their network.