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Improve every part of your school's advancement program.
Accelerate your development flywheel with AI & automated workflows.
Built for small and big advancement teams at independent schools.
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How ChalkBooks improves school advancement
ChalkBooks automates and streamlines every donor management task for school advancement teams.
Prospect Knowledge
Chalky AI to keep up to date on what a prospect cares about.
Automate and delegate outreach tasks
An all-in-one customer service platform that helps you balance everything your customers need to be happy.
Team Management
More visibility into the work of the team with ability to manage outreach task assignments.
Team Communication
Team outbox to catch up on all advancement-related communications.
Instant prospect info gathering on mobile
Prospect information at your fingertips on any mobile device.
Automatic meeting detail voice capture
Capture voice notes from donor meetings with AI anywhere - at your desk or on-the-road between donor meetings.
Customize pledge links by school or audience
Personalized pledge payoff links with the ability to pay off pledges to close out pledges faster.
Automate donor profile creation
AI-generated donor profiles based on the latest donor profile information, giving and communication context.
Communicate more easily with prospects
Ask any question about a prospective or current donor on their profile in natural language .
Digitized stewardship policy
Automatically generate and easily update your school's stewardship policy.
Flexible stewardship tiers
Customize stewardship tiers easily and send updates to frontline fundraisers automatically.
Automated multi-person donations
Enable automated multi-step and multi-person stewardship.
No more spreadsheets
Manage your entire stewardship portfolio from one place.
Instantly pull up prospect information
Prospect information at your fingertips on any mobile device.
Automatic meeting detail voice capture
Capture voice notes from donor meetings with AI anywhere - at your desk or on-the-road between donor meetings.
Customize pledge links by school or audience
Generate personalized pledge payoff links with the ability to pay off pledges to close out pledges faster.
Simple donation tier management
Easily process different gift types.
Easy pledge follow-up and deal closure
Super simple follow up on open pledges and minimal steps to close a donation.
Manage constituents in one place
Keep track of all constituent documents in a single place.
Constituent segmentation
Easily track constituents based on grades or students or campus locations.
Visible appreciation
More personalized and timely communication from the Advancement team.
Hassle-free donation flow
Seamless mobile giving experience optimized for busy parents, grandparents and alumni.
Instant tax receipt
Automatically generated tax receipt on every donation.
Happier donors.
Super-productive advancement team.
All with ChalkBooks.
See how ChalkBooks shortens your school's development lifecycle.