Inheris

Inheris Donor Growth System Claire, Donor Stewardship

Philanthropy console, unleashing the wellspring of generosity
⇆ Donor Engagement
Export gifts CSV Export donors CSV

Due today and overdue

Next actions, submission deadlines, reporting milestones, and tasks. Nothing pings anyone; this list is where due dates surface.
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Giving by month

Giving by channel

Top donors

Designation

Monthly detail

Pledges and planned commitments

Donors are added in the Engagement app and appear here the moment they are assigned an Inheris ID.

Contacts

DAF gift intents from the website form arrive by Formspree email. Enter them here so arriving sponsor checks can be reconciled against them.

Donor-declared intent to give, by any method (card, wallet, stock, crypto, DAF, check), captured from the Give Care app and the web. The money moves through Donorbox or Chariot; reconcile each intent against the gift when it lands.

Gift intent

Funds

Awards are sized to what each person asked for, so they vary.

Gifts pool into funds by the cause the donor chose. Available is what a fund has raised minus what is already committed to a named recipient. The Matching Engine draws on these pools when it funds someone, taking as many as it needs to cover their award in full.

Awards

Acknowledgments

Every gift creates a stewardship obligation: a thank-you to the donor, a tax receipt where we are the one who issues it, or a notice to someone a gift was made in honor of. Claire drafts each thank-you and tribute notice in her voice; tax receipts use a formal template. Open one to read the exact message and see the complete preview of what will be sent, then approve it. Nothing goes out until you do.

Download CSV

Everything the contributions side of an IRS Form 990 needs, on demand: Part VIII line 1 (contributions), the cash and noncash split, Schedule M (noncash by type), and Schedule B (contributors at or above $5,000). Generated from the gift ledger for the selected calendar year.

Outreach Cadence

Claire's proactive 12-month donor journey (Alyssa's timeline). The pass drafts each donor's due touch here for your review. Nothing is sent until you approve it.

Anchored to each donor's first gift. $2,500+ donors also get an Alyssa call task.
See what would draft for one donor, without sending (works while disabled).

Review queue

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New message

Every email the system records passes through here: password reset, welcome, and acknowledgment mail (sent live through SES, so a failed row is a real delivery failure to act on), plus Communications hub and Claire messages, which are recorded here but delivered through their own transport. Those hub and Claire rows stay queued in this ledger even after they send; their true delivery status lives on the message record in Communications. So queued here means either awaiting delivery or delivered elsewhere, never that a message failed.

Calendar
Your own Google Workspace calendars, connected to your Inheris sign-in. Each teammate connects their own account, so you only see the calendars in your own Google view. Separate from the DRM's donor calendar entries.
Email
Your own Google Workspace inbox, connected to your Inheris sign-in. Same Google account as the Calendar tab. Separate from Communications, which stays as it is.

Break-glass console (maintenance tunnel only). Day-to-day staff access is granted and revoked in the Operations Console; SSO sign-ins re-provision accounts from the staff pool. Add a teammate with a password, or leave the password blank to send them an invite link so they set their own.

Claire

Claire

Donor Steward

Where care is waiting

Approved applicants still awaiting matching funds, by cause, joined with each cause's fund balance. This is what Claire is aware of when a donor asks where their gift would matter most. She speaks only qualitatively (she names a cause, never a count); the numbers here are for you. A gap means a directed gift funds someone who cannot be funded from that cause today.

Stated intentions

Wishes Claire heard and recorded for the philanthropy team to honor.

Recent conversations

Every donor and first-contact conversation Claire has held. Export a single transcript from its View dialog, or a filtered batch below.

Record a meeting

Log an in-person or virtual meeting. Type it, or paste notes from Granola or any AI note taker and Claire structures the attendees, summary, action items, and category for you to review.

New contact

Add a donor or collaborator you have met or are cultivating. The DGS issues the Inheris ID and de-duplicates by email then phone, so you never create a double.

Donor pipeline

Grant pipeline

Select a grant from the pipeline to open its workspace, documents, and Athena's drafting.

Grants Dashboard

Active applications at a glance. Tab through each grant to verify status, deadlines, the primary contact, and correspondence.

Scan specification

The criteria Athena scans external funder databases against each day. She searches what is written here and never invents her own terms; she reads what comes back and stages the candidates worth your time. Anything she suggests arrives switched off until you turn it on.

Discovery queue

Candidates the last scan staged for review. Nothing here is part of Inheris yet. Add one as a funder to keep it, or dismiss it and it will not come back.

Funders

The institutions Inheris applies to. Athena reads each funder's focus and guidelines when she drafts.

New grant application

Athena

Athena

Grant Writer

Grant performance

Real numbers from the grant pipeline: what is in flight, what has been awarded, and the dollars requested and secured.

Objectives (KPIs)

Talk with Athena

She reasons across both surfaces: the grants pipeline here and the engagement pipeline on the Donor Engagement stack. Open a grant in the Grants workspace first and she is grounded in that funder and its materials. Staff facing; never seen by funders or donors.

Stuart

Stuart

Internal Analyst and Coordinator

State of the system

What Stuart sees right now. He reasons over this snapshot when you ask him a question.

Ask Stuart

Questions about donors, the DRM pipeline, grants, Care Awards, or what is due. He can open tasks for concrete follow-ups. Staff facing; never seen by donors.

Task queue

Open follow-ups across the team, soonest due first. Stuart opens these when you ask him to coordinate; you can add and close them here too.

Specification

Operator guidance, layered under Stuart's built-in rules. He can never use it to fabricate a figure or make a decision for the team. Everything you save here shapes how he works.

Reference material

Upload playbooks, definitions, or thresholds to shape how Stuart reads the system. PDF, Word (.docx), Markdown, PowerPoint, or Excel, up to 15 MB. Toggle any document in or out.

Official Inheris profiles

The follow links donors see on their Connect tab. Only slots with a URL saved here appear in the portal; leave a slot blank to hide it. Full URLs, starting https://.

Social share cards

Upload the branded cards donors post to their own feeds ("I just gave to Inheris, check them out"). Design them in Canva, then upload here. Each card can carry a per-donor overlay the donor's browser adds when they share: a first-name line, an impact line, or none (pure occasion art like a Veterans Day design). Set an optional date window for holiday or campaign cards. PNG or JPG, up to 10 MB. Recommended size 1080x1080 (feed) or 1080x1920 (story); leave the chosen overlay band clear if you use a name or impact overlay.

Learn library

The publications, articles, whitepapers, and webinars donors see on their Learn tab, with topic filters. Add Inheris publications and outside pieces worth a donor's time. The portal shows only entries that are turned on; with none, the library card simply hides. Em and en dashes in titles and summaries are normalized automatically.

Import from Substack

Preview the configured publication feed and add posts with one click. The feed URL is set with DS_SUBSTACK_FEED_URL in the environment; without it this reports not configured.

Library entries

Your platform, set up the way you work. Rename, reorder, add, or retire anything here; renaming carries onto every record, retiring keeps your history intact.

Pipelines

Create a pipeline for any workflow. Opportunities move through stages and link to people, grants, foundations, gifts, and awards. One person can be on many pipelines at once.

Opportunities

Every ask from identification to won. Drag a card between stages, or open one for the full record; the drawer opens from any tab that mentions an opportunity.

Settings

Opportunity

Text consent for

An opt-in is recorded with its proof: who said what, where. Consent someone merely believes exists is what the fabric refuses. Stopping needs no proof.
New opportunity

Reporting & data export

Build the report you need for the moment you are in. Pick an audience to start, choose the entity and the fields that matter, arrange and group them, then export a branded PDF to carry into a meeting or a CSV / XLSX for the numbers. Save a report to reuse it, and every saved report is available to your agents so Claire, Athena, and Stuart work from the same view you do.

Opportunities

Outcomes, the funnel, and the aging shelf

Outcomes at a glance

Win rate divides won by decided (won, lost, declined), never by open or abandoned, so an untriaged board cannot fake a bad rate. Reasons are verbatim from each card's status reason. The date range filters on the decision date.

Where cards stand

Open cards going quiet

Sorted by last touch: the updated date until stage history accrues, then true time in stage. Click a row to open the card.

Start from an audience preset

Build the report

Preview

Saved reports shared with your agents

All contacts

Every contact in one place. Search and filter, choose the columns you want, save a view for later, or export to CSV.

Organizations

Institutions you engage and steward: the anchor for who works or advocates where, and for opportunities that belong to an entity rather than a person (the entity is the donor of record; its gifts are recorded on its contact-person record).

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Donor View

A donor's world, side by side: their live portal on the left, exactly as they see it, and how they actually use it on the right. Read-only always. Nothing you do here can change a donor's data, speak to Claire as them, or count as their engagement.

The portal

Find a donor on the right to open their view.

Find a donor

New pipeline
Record a gift
Donor

Every gift needs a donor. Not on file? Create a record.

The gift
Record a Pledge
Donor
The commitment

Each payment arriving is linked back, so the record always shows committed, paid, and outstanding.

or equal annual payments from the pledge date
For Finance

Finance discounts pledges paid out beyond a year, so the face value above and the booked value here will differ. Both are kept.
Send to segment
Acknowledgment
Import contacts

Import a CSV or vCard (.vcf) file. Google Contacts and Apple Contacts both export these. Contacts are matched by email then phone, so re-importing updates rather than duplicates.

Drop a file here or click to choose
.csv or .vcf
Possible duplicate contacts

Contacts that look like the same person - matching email, phone, or full name. Pick the record to keep, then merge the others into it. Everything (gifts, notes, tasks, history) moves onto the kept record and the duplicates are removed. This cannot be undone.
Import from Donorbox

The API sync pulls new donations directly from Donorbox; use Sync now below. The file upload stays for backfills and one-off exports: export DONATIONS from Donorbox (the Excel file it offers, or CSV) and upload it here. Donors are matched or created automatically either way, and re-running is safe: rows already in the ledger are skipped by Donation ID.

Drop the Donorbox export here or click to choose
.xlsx or .csv

Past imports
Link to the DRM

Collaboration role is applied to any linked Contact.
Record a meeting

Type the notes, or paste them from Granola or any AI note taker and let Claire structure it. Nothing is saved until you review and click Save.
Donor workspace
Drop or click
to add a photo

Tick when this record is an organization, not a person.

Phone

Whatever you type is saved as (###) ###-####. The mobile is the number shown on their card, and the one SMS and RCS use.

Email

A donor with a mobile and no email saves fine.

About
Pipeline

Leave blank for a general contact. Set a category or stage to make this a prospect; a gift makes them a donor.

Prospect ratings

Rate Affinity to Mission, Capacity to Give, and Propensity to Give (1 to 5) and adjust them as discovery conversations and research teach you more. Major gifts need all three. Every change is logged on the timeline.

Address
Social
Communication preferences

Which channels this contact may be reached on, and their preferred order. Record consent captured verbally or on paper here; the donor can also set this themselves in their portal.

Save the contact first to set communication preferences.

Household

Save the contact first to link a spouse or record a death.

Tags & notes

What they see
Conversation with Claire
Export .docx
Talk with Claire admin console
Invite a donor to meet Claire

Claire sends a warm, branded email from her own address with a link that is unique to this person. She greets them by name, and their whole engagement is tracked here.

Recent invitations

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Campaigns

A campaign surfaces in the donor's Give card while it is active and within its dates. Use it for Giving Tuesday, a year-end match, or a specific cause drive.

All campaigns

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Claire on mobile New tab

This is the live donor website. The "Meet Claire and learn how we help" welcome flow works without signing in, so you can test or demo her first-contact experience right here. Sign in inside the frame for the full signed-in donor view.
Specification

Operator guidance, layered under Claire's built-in rules and the Inheris facts. She can never use it to pressure a donor, break the house rules, or invent facts. Everything you save here shapes how she talks with donors.
Performance scorecard

Measured from Claire's real conversations. Capture a snapshot to score the qualitative dimensions with a model review and record the trend over time.

Objectives (KPIs)
Communication register

Claire reads how each donor writes and speaks and pitches her own framing so she is understood as clearly as possible, never mimicking dialect or talking down. This read is internal and never shown to a donor. Below is whether the skill is active and how many donors she has a read for; use the bench to try it on any writing sample.
What Claire remembers

The durable facts Claire has learned about individual donors, and the impact moments they have received. Retire anything inaccurate; the record is preserved.
What Claire is aware of

Every characteristic the recipient application can express, mirrored from the live form. Two controls, and they are independent. Aware decides whether Claire knows about it at all; switching it off changes nothing on the recipient application, where the question stays active and everyone else keeps reading it. Guidance for description is the only language she may use: she is never given the form's own wording, so she cannot say "we have applicants with PTSD", only what you write here. Both must be set before she will mention a characteristic at all. The form's wording is shown greyed, for you, so you know what you are writing language for.
Situational Scripts

Live is a situation she is using today, and clicking it switches her off. Inactive means she has stopped saying it while your words wait here for you. Waiting means the words are not written yet, so she uses the wording we shipped. Reference is a situation you added that nothing reads yet. A channel pill means the row belongs to that surface only, and In her prompt means she is handed it as written.
What each fund is for

A cause fund and a cause share a name, so those match themselves. A fund a donor's own words created does not: "Youth and adolescents under 18" holds real money and matches no cause, while the application asks a circumstance "Under the age of 18". These are proposed from the donor's wording and count for nothing until you confirm them, because this decides what a restricted gift may be spent on.
Reference documents

Upload Alyssa's Donor Engagement Voice corpus or other material to shape Claire's voice. PDF, Markdown, PowerPoint (.pptx), or Excel (.xlsx), up to 15 MB. The text is extracted into Claire's specification and folded into her reasoning; the original stays viewable in its uploaded form. Toggle any document in or out.
Conversation intelligence

What Claire is learning about when to ask, when to pause, and when to inform, read from real donor conversations. Findings are descriptive and correlational, never causal.

Learned timing guidance

Draft guidance from the findings above. Nothing reaches Claire until you approve it; an approved block is layered under her safety rules and can be retired anytime.

Answers taught by email

When a team member replies to one of Claire's escalation emails, what they wrote is stored and folded into her prompt for every donor and prospect from the next turn on. Nothing here waited for approval, so this is what Claire is currently saying on the team's behalf. Retiring an answer stops it reaching donors immediately; the record is kept and the action is audited.

Nothing taught yet.
Behavior

Open once to load the equalizer.
Specification

Operator guidance, layered under Athena's built-in rules and the Inheris facts. She can never use it to fabricate a figure or break the house rules. Everything you save here shapes how she drafts.
Reference corpus

Upload past winning proposals, boilerplate, or a voice corpus to shape Athena's drafting. PDF, Word (.docx), Markdown, PowerPoint, or Excel, up to 15 MB. The text is folded into her reasoning; toggle any document in or out.
Behavior

Open once to load the equalizer.
Enter a DAF intent
Match intent to an arrived gift

Matching attributes the gift to this donor, carries their designation and tribute wishes onto it, and closes the intent.
Add a teammate

If you set a password it must be at least 10 characters. Avoid the organization name or anything easy to guess. Leaving it blank emails an invite link so the teammate chooses their own.
Edit teammate

Changing an email updates what this person signs in with. Password changes and resets are handled in the Operations Console.
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