School advancement 2.0 Accelerating development results

Boost your advancement team's success by leveraging the power of AI to build stronger donor relationships, faster.

Boost your advancement team's success by leveraging the power of AI to build stronger donor relationships, faster.

Development lifecycle acceleration

Build stronger relationships and secure larger gifts faster

Accelerating development results.

The only modern AI advancement CRM and donor communication platform built to help advancement teams at independent schools raise more.

Profile-building automation

Save hours on preparing donor profile summaries

ChalkBooks makes it so easy to win more donors by making them feel more appreciated than other schools.

Instantly store crucial donor details with AI-powered meeting voice notes, auto-populate donor profiles and conduct powerful prospect research in seconds.

CRM for independent schools

Capture all important details from prospection conversations in seconds

Let AI do the hard work - capture voice notes on the go with AI.

When preparing for the next conversation, let AI do the hard work by summarizing recent conversations.

Prospect research automation
Coming Soon

Save weeks on prospect research

Save weeks on research. Create prospect research reports in seconds with AI.

Edit from a first draft, print and email to your team instantly.

See how much lost productivity is costing your advancement team

Calculate your opportunity cost
Reporting automation

Generate valuable insights faster

Save hours on preparing for board meetings and annual reports.

Generate reports that are common for schools but hard to make in current tools with flexible and intuitive custom reporting options powered by predictive analytics.

Class giving summary
Consecutive years giving
Cohort-based metrics
Outreach automation

Thank donors faster

Automatically assign Head of School, yourself, and your team to thank donors faster with a digital stewardship policy.

Save time on drafting thank-yous. Thank every donor with a personalized message pre-drafted by AI or pre-drafted templates.

Repeat giving automation

Strengthen the culture of philantrophy and grow recurring giving

Neuroscience-backed recurring giving experience and automated email nudges encourages donors to make larger commitments.

Happier donors.
Super-productive advancement team.
All with ChalkBooks.

See how ChalkBooks accelerates your school's development lifecycle.

Easy to integrate into your advancement stack
Powered by 24/6 support & 99.999% of availability

Complimentary data review & onboarding
Complimentary account branding & setup
Wealth data powered by Windfall

Get powerful insights into your existing donor list with our Windfall integration.

Gmail integration

Quickly connect to your school's Gmail account or send automated emails using ChalkBooks email.

CSV uploading

Populate your new ChalkBooks CRM in seconds with easy .CSV uploading.

Credit card processing

Build customized donor landing pages and accept credit cards in seconds.

Blackbaud: Raiser's Edge integration
Coming Soon

Find new supporters and untapped potential in your existing donor database with easy-to-use cultivation tools.