School Case Studies

Prior to implementing ChalkBooks, Prospect Sierra's advancement team faced significant inefficiencies in their prospect research workflow. By implementing the Generative AI CRM and AI Prospect Researcher, Prospect Sierra has positioned its advancement program for greater efficiency and effectiveness. The dramatic time savings and ease of use provided by AI Prospect Researcher has already impressed the team, who have plans to leverage it more strategically in the future.

For Southern Prep, making the switch to ChalkBooks from a legacy donor management platform was easy. ChalkBooks understands the unique needs of K-12 private educational institutions and was able to deliver on driving better fundraising outcomes.

Through strategic use of data analytics through ChalksBooks CRM and a complete reimagining of his advancement approach, a one person team transformed Bourgade Catholic's fundraising operations from a disparate list of donors to a dynamic, segmented database of 7,000+ alumni with customized engagement strategies.

Field Middle School is a growing all-boys middle school serving grades 6-8 in San Mateo, California. Established nearly four years ago, the school was seeking a more efficient way to manage their donor information, event planning, and fundraising efforts when they discovered ChalkBooks.

Compass School of Texas uses Fireside Chats to increase engagement. Learn how to host successful events that both educate parents and cultivate donor relationships, complete with detailed planning checklists covering everything from speaker selection to post-event follow-up.

ChalkBooks partnered with Phillips Exeter Academy to develop an AI Prospect Researcher.