The independent school development acceleration platform.

The only modern AI advancement CRM, donor communication and prospect research platform built to help independent school advancement teams raise more.

Competition for donors is higher than ever.

To build deep relationships with your prospects, you need highly personalized outreach at scale.

Schools are often last in line for donation requests (behind colleges, local charities, and community organizations).

Have you ever visited a donor only to see their college's development representatives leaving the office right before you? (True story!)

Challenging competition for donor attention and time means only the most personalized and relevant outreach moves donors along the cultivation cycle.

But personalization is time-consuming. A thoughtfully written, personalized email can take at least 30 minutes to write!

Enter ChalkBooks. Now advancement teams at independent schools are empowered to write powerful, personalized emails in under 5 minutes.

Accelerate your development lifecycle

Deliver hyper-personalized outreach at every stage of your cultivation cycle, in a fraction of the time of manual outreach.

Send personalized emails in mere minutes with AI-powered copy and instantly-available donor details populated from automated donor meeting voice notes.

Prepare for meetings with prospects faster

Prepare the Head of School, Trustees and the development team for prospect meetings in minutes. Draft and share real-time updated prospect profile summaries in minutes.

Leverage the power of AI to extract the top priorities from recent conversations to build stronger relationships, faster.

Grow trust with donors with automatic stewardship management

Donors trust organizations that communicate with them promptly and professionally.

Increase donors' trust with automated stewardship built to optimize time-to-first-thanks and enable a continuous stewardship cycle to keep donors updated on the impact of their gifts.

Capitalize on previously unseen donor patterns

Grow donations from your existing base - while massively expanding that base - using in-depth reporting and invaluable cohort pattern-spotting by our powerful analytics suite.

Top independent schools nationwide raise more with us

Automate hundreds of hours of time-consuming advancement tasks

Identify

Identify the top donors faster and focus your energy on building stronger relationships with the help of AI.

Qualify

Move prospects through the cultivation cycle faster with predictive analytics on donor's inclination and propensity to give.

Cultivate

Build stronger relationships with personalized outreach powered by AI.

Steward

Thank donors for their gifts and update on ongoing progress of their contribution with automated multi-step stewardship.

Report

Build board reports or status updates in seconds with powerful analytics.

How ChalkBooks works

ChalkBooks automates and streamlines every donor management task for school advancement teams.