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Interactive demo Nonprofits & Foundations

Annual Fund Workflow

Annual fund campaign, end-to-end.

+25%annual fund yield
Step 1 of 4 — Workflow Automation

Step 1: Campaign Brief

Describe your annual fund campaign goals. The demo is pre-loaded with a Brightpath Foundation scenario — click the button to see it in action.

Paste your campaign dates, goal, target segments, and key messages
Step 2 of 4

Step 2: Campaign Analysis

Building automated annual fund campaign workflow…

Analysis Scores
Calculating...
Key Signals Detected
✓ 4 donor segments mapped✓ Email + direct mail + phone integrated✓ Thank-you sequence automated
Quick Metrics
Campaign Touches
18 touchpoints
Time Saved
20 hrs
Step 3 of 4

Step 3: Campaign Workflow

Review your automated annual fund campaign below

Key Outputs
Phase 1 — Launch (Week 1)
Campaign announcement to all active donors. Segmented messaging by giving level. Goal: $150,000 by June 30.
Phase 2 — Mid-Campaign Push (Weeks 2–5)
Weekly email updates with impact stories. Mid-level donor phone outreach list generated. Lapsed donor re-engagement sequence triggered.
Phase 3 — Close (Final Week)
Last-chance messaging, board member personal asks, gift matching reminder. Thank-you automation triggered within 24 hours of gift.
AI Draft Output
Step 4 of 4 — Results

Summary & Impact

Here is the time recovered and the business impact of running this tool at scale.

Outcome
Annual fund workflow built

18-touchpoint campaign automation ready to deploy.

Campaign Touches
18 touchpoints
Time Saved
20 hrs

This took under 2 minutes. Manually, it would take hours. Ready to deploy this inside your organization?

Book 30 Minutes with Farid →
About This Demo

What you're seeing

A complete annual fund campaign workflow for Brightpath Foundation's June giving campaign.

What it connects to

Email platform, CRM, phone banking system, and donation processing.

Impact

Nonprofits using multi-channel campaigns raise 2.5× more than single-channel approaches.

Want to see this running inside your organization with real data?

Book a 30-Min Call →

Want this built for your firm?

This is a hands-on taste, wired to placeholder data. In a 30-minute call we'll scope what your version looks like — plugged into your real systems, on your real workflow.