AI for nonprofits that keeps donors close.
When a gift officer leaves, the relationships shouldn't leave too. Donor history, stewardship preferences and the story behind each gift rarely make it into the CRM. Dactic learns them from your team and builds AI agents that prepare briefings, handoffs and thank-yous from real history.
Use AI your mission can trust.
What Dactic does for your nonprofit
New to AI agents? An AI agent is software that does a task for your team, like answering a routine request, routing an approval or preparing a document. Your agents run in the AI tool your team already uses, so there is nothing new to learn. Start on your lunch break. Have an AI agent when you get back.
You show Dactic how you work
Connect the tools your team already uses, then answer a 5 to 7 minute AI interview about the rules nobody wrote down.
Dactic builds your AI agents
Each agent follows your rules and shows which rule it used. Nothing deploys to your AI platform until you approve it.
The routine work gets done your way
Agents prepare donor briefings, portfolio handoffs and stewardship reminders from real history, so no relationship goes cold when people move on.
What the CRM shows, and what your team actually knows.
- Donor
- Major gift prospect
- Last gift
- $12,500
- Gift date
- Sep 14
- Assigned to
- Unassigned
- Donor context lives in one person's memory and inbox
- Portfolio handoffs start from scratch
- Stewardship slips when the team is stretched
- “This donor prefers a call from the ED, never a mailed appeal.”From Interview: Gift officer
- “Gifts over $10k get a handwritten note within a week.”From Stewardship policy + interview
- “Board members never go on the general newsletter list.”From Interview: Advancement lead
- Interviews capture each relationship before it's lost
- Agents prepare handoffs and stewardship from real history
- Stays current as portfolios change
Day one for a new gift officer, two ways.
- The CRM shows gift amounts and dates
- The new officer starts cold
- Some donors drift away
- Dactic captured each relationship in interviews
- Agents prepare a briefing for every donor
- The new officer starts warm
Agents that keep every relationship warm.
Portfolio handoff
Follows the rule“This donor prefers a call from the ED, never a mailed appeal.”From Interview: Gift officerStewardship reminders
Follows the rule“Gifts over $10k get a handwritten note within a week.”From Stewardship policy + interviewMailing list check
Follows the rule“Board members never go on the general newsletter list.”From Interview: Advancement lead
How does Dactic set up AI agents for a nonprofit?
- 01
Connect
Connect the tools your team already uses. Dactic reads only the files and conversations you allow.
- 02
Map
Dactic reverse engineers your business processes by studying how your workflows and tools fit together.
- 03
Interview
Your team answers a 5 to 7 minute AI interview about the details that never got written down.
- 04
Deploy
Dactic packages the agent with your rules and sends it to the AI platform you already use, like monday.com, Claude or OpenAI. One click, and about 20 seconds later your agent is in your AI platform.
- Google Workspace
- Microsoft 365
- monday.com
- Slack
Built to be trusted with donor relationships.
Sees only what it needs
Each agent gets only the information its task requires, and nothing more.
Personal details protected
Personal data is redacted before indexing.
Never used to train AI
Your data is never used to train models.
You approve everything
Nothing deploys to your AI platform until you approve it.
Questions about Dactic for nonprofits
What does Dactic do for a nonprofit?
Dactic captures what your gift officers know about each donor, like how they prefer to be contacted and the story behind each gift, and gives it to the AI agents you run. Those agents can then prepare donor briefings, portfolio handoffs and stewardship reminders from real history.
What can an AI agent handle for a development team?
Relationship work that depends on history: donor briefings, portfolio handoffs, stewardship reminders and list checks. Dactic captures what your gift officers know about each donor, so a new officer starts warm instead of cold.
Do we need a technical team to set it up?
No. Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click. Onboarding is included on every plan, with no implementation fee. Nothing deploys to your AI platform until you approve it.
Is our data used to train AI?
No. Your data is never used to train models. Personal data is redacted before indexing, and each agent sees only what its task needs. Dactic doesn't store your raw data. It's processed ephemerally.
Do I need my own AI tool?
Yes, and that is an advantage: your agents run in the AI tool your team already uses and trusts, like monday.com, Claude or OpenAI, so there is nothing new to learn. Dactic reads from tools like Google Workspace, Microsoft 365, monday.com and Slack. If your model provider triples its price, move your agents. Their instructions and context go with them.
How much does Dactic cost?
Dactic is priced per team, not per token. It starts at $49/month for 1 employee, and onboarding is included on every plan with no implementation fee. Larger teams pay by team size, not by usage.
See your first agent on your own donor work.
Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click.