Menu
ChalkBooks is a modern all-in-one AI-powered Advancement CRM and fundraising operations platform built by Advancement leaders at premier independent schools for small and medium-sized school Advancement teams.
About ChalkBooks
ChalkBooks is on a mission to help school Advancement teams raise significantly more by empowering them to build better relationships at scale.
ChalkBooks is a modern Advancement platform combining the best of Constituent Relationship Management, communication, project management and fundraising software powered by artificial intelligence and smart automations built purposefully for independent schools.
ChalkBooks solves your most pressing challenges
Are you finding it hard to know who to reach out to, when and how?
ChalkBooks automatically creates the right segments of constituents for you (e.g. Current Parents, Current Grandparents, Top 50 Lifetime Donors, etc) and turns your constituent
list into a collection of actionable insights and steps you can confidently take to maximize dollars raised. ChalkBooks also gives you necessary contextual information about
constituents without having to wait for a research report.
Are you challenged with engaging the entire family in giving to the school?
ChalkBooks activates the entire family in the giving process. When parents of current students donate, ChalkBooks automatically sends a notification to the Grandparents to double
or match the gift, making giving family-based and social and helping you organically raise more.
Are you struggling with finding important data to help you make decisions?
ChalkBooks makes reporting easy. ChalkBooks creates contextual reports and gives them to you during the right times of the year. ChalkBooks also makes it easy to save favorite
reports. And if you are ever in a bind and have to prepare for a board of trustees meeting, ChalkBooks can quickly make the right reports for you, just message us!
Are you spending hours per week manually moving data between your different Advancement tools?
ChalkBooks is the modern system of record for Advancement teams of independent schools. Unifying all of your previously disconnected workflows including your CRM, communications, gratitude, fundraising, and more ChalkBooks saves you money and time while allowing you to spend less time in the software and more time building better relationships with your constituents.
Are you finding it hard to know who to reach out to, when and how?
ChalkBooks automatically creates the right segments of constituents for you (e.g. Current Parents, Current Grandparents, Top 50 Lifetime Donors, etc) and turns your constituent
list into a collection of actionable insights and steps you can confidently take to maximize dollars raised. ChalkBooks also gives you necessary contextual information about
constituents without having to wait for a research report.
Are you spending hours per week manually moving data between your different Advancement tools?
ChalkBooks is the modern system of record for Advancement teams of independent schools. Unifying all of your previously disconnected workflows including your CRM, communications,
gratitude, fundraising, and more ChalkBooks saves you money and time while allowing you to spend less time in the software and more time building better relationships with your
constituents.
Are you struggling with finding important data to help you make decisions?
ChalkBooks makes reporting easy. ChalkBooks creates contextual reports and gives them to you during the right times of the year. ChalkBooks also makes it easy to save favorite reports. And if you are ever in a bind and have to prepare for a board of trustees meeting, ChalkBooks can quickly make the right reports for you, just message us!
Are you challenged with engaging the entire family in giving to the school?
ChalkBooks activates the entire family in the giving process. When parents of current students donate, ChalkBooks automatically sends a notification to the Grandparents to double
or match the gift, making giving family-based and social and helping you organically raise more.
Advanced Constituent Management: Raise More with Automated Segmentation
ChalkBooks helps you target the highest value donors by automatically creating constituent segments. ChalkBooks also automatically sends notifications and reminders to reach out to highest value donors.
AI-Powered Fundraising Pages: Raise More by Creating Fundraising Pages in Minutes
Creating personalized fundraising pages now takes minutes rather than hours and personalization drives more funds raised.
Raise more by running more fundraising events that are targeted to specific groups of constituents
Use AI to create compelling appeals
Create fundraising pages and forms in minutes
Ready to Get Started?
Contact the team here at ChalkBooks to improve your next fundraising event today!
Fundraising Power-Up: Raise More with Automated Family Engagement
Most families do things together, so we are taking this concept and applying it to fundraising. ChalkBooks helps you raise more by automating family engagement with smart donation notifications to the entire family.
Grow Future Giving: Thank Donors Faster and More Efficiently with Stewardship Command Center
Optimize stewardship across your school and scale your team by ensuring every donor receives a proper thanks.
Automated Gratitude: Build More Confidence in your Advancement Team & Grow Future Giving
Donors will judge you on how well and timely you are at thanking them. Even the smallest donation of $5 deserves a gratitude, because this small donation can turn into a $10
million gift years later (true story).
ChalkBooks will help you:
- Digitize your stewardship policy
- Automate manual tasks
- Increase visibility of progress
- Tighten the stewardship loops
Ready to Get Started?
Contact the team here at ChalkBooks to improve your next fundraising event today!
Mobile donor experience: Mobile-optimized giving experience
Most donors are highly likely to give to the school on Mobile, so we have optimized the donor experience and made it easy for donors to give on the go.
- Streamlined giving experience
- Apple Pay
- Google Pay
- Credit Card
Smarter Reporting: Raise More with Better Data
Always know where donors are in their giving journey and maximize giving by effectively re-targeting prospective donors. Whether they
came to donate but did not finish donating, or came to view the page and then left, re-target effectively to raise more.
Ready to Get Started?
Contact the team here at ChalkBooks to improve your next fundraising event today!
Why ChalkBooks?
Are you experiencing a more challenging fundraising environment?
Current economic downturn and continued downward pressure on donor retention are making it a very challenging fundraising environment for school Advancement teams.
At the same time, constituents are expecting schools to provide a modern donor experience and communicate with them in the way that they want to be communicated to (right way, right time, right cadence, and right information).
School Advancement teams are operating on constrained budgets with growing fundraising needs to upgrade aging buildings and help support increasing annual operating budgets.
And with all of these challenges already making the job hard, school Advancement teams are having to get by with (often expensive) generic fundraising software (Advancement CRM, Donation forms, etc) coupled with Excel or Google Sheets since the existing software doesn’t work exactly in the way that you do.
You are having to spend hours per week outside of your Advancement CRM which takes up precious time – time you could be using talking with high value donors.
Isn’t it time for a change?
Our Values
ChalkBooks is a mission and value-driven company.
Our values permeate everything we do and drive our everyday actions.
ALWAYS BE GROWING
At ChalkBooks, we practice and teach a growth mindset – nothing is finite and anything can be achieved. If something looks big and scary, it means we haven’t broken it down into enough small and achievable chunks. We also actively support an annual study stipend for our team.
THINK WIN-WIN
We create win-win scenarios in every interaction with each other, our customers, and our partners. Our success is directly aligned with
the success of our customers and we measure ourselves on the ROI we deliver.
EXPERIMENT BOLDY
We believe in delivering exponential positive changes for our customers through a process of constant discovery and
experimentation.
ChalkBooks is a modern Advancement CRM and fundraising operations platform, purpose-built for Advancement teams of independent schools.
Quick Link
Copyright © 2022 Chalkbooks, All rights reserved.