On first run, it asks about your mission, what donor information you already track, and what would help, then creates a dedicated board with the right columns.

For every donor, it uses Web Search to estimate personal wealth and uncover other philanthropic donations they've made beyond your organization.

It compares what a donor has given you against their estimated capacity and other giving, then proposes a fundraising target grounded in that context.

It records each donor's location, public profile link, and any other useful public context that surfaces during research.

It sets a refresh date one quarter out and automatically reruns the whole enrichment process when that date arrives, so your team always has current context before an ask.