The AI agent for fundraising teams.
Latte does the data entry, follow-ups, and reporting inside the CRM you already use. You approve every action.
Pull a list of major donor prospects for Q2 outreach.
I'll combine Raiser's Edge giving history with wealth screening: lifetime giving over $1,000, capacity of $25K+, and contact within 12 months. That returns 247 constituents. Here are the top prospects:
Constituent recordsshowing 4 of 247Export CSV
NameAnnual givingCapacityScore
James Wilson$3,400$150K+96
Michael Chang$2,100$100K+94
Amanda Foster$2,800$125K+92
David Kim$1,800$50K+91
Looks good. Save it as a list.
Ready to save Major Donors Q2 2026 to Raiser's Edge as a saved list. Approve to write back.
GovernanceWriteback · Raiser's Edge
Human approval required before writeback
All actions logged to the audit trail · Rollback available
247 constituents · 1 saved list
Saved to Raiser's Edge
Major Donors Q2 2026 · 247 constituents · Logged to audit trail · Rollback available
Ask about a constituent, request an action, or type a command…
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Pick a workflow. Latte finds the records, does the work, and waits for your yes.
Brief me before my 3 PM with David Kim
You've got a 3:00 PM with David Kim today at The Collective in Bellevue. I can queue a briefing call so I ring you on the way out, pulling from Raiser's Edge, Gift Smart, and VolunteerHub. When should I dial?
Queue briefing callto Sarah (you)Confidential
Your meetingDavid Kim · Principal, Kim & AssociatesToday, 3:00 PM · The Collective, BellevueLifetime giving$1,800 · 7 giftsGift Smart capacity$620K real estate
Latte will cover on the call
Last gift $500 in Jan 2026, up 25% year over year
Attended the Spring Gala in March
Suggested ask: $2,500 to $5,000 (mid to major upgrade)
Personal tie: his son volunteers in the youth program
15 min before30 minNow
Briefing call queued for 2:45 PM
Latte will call your cell · Sources: Raiser's Edge, Gift Smart, VolunteerHub
Review last night's duplicate scan
Nightly scan flagged 38 probable duplicate pairs across Raiser's Edge and VolunteerHub. 12 are exact matches on name, phone, and address, safe to merge in one batch. The other 26 need a look. First pair:
Record comparisonEA-00142857 ↔ VH-000382913 match · 1 conflict · 1 close
FieldRaiser's EdgeVolunteerHub
NameSarah ChenSarah ChenMatch
Emailsarah.chen@email.coms.chen.volunteer@email.comConflict
Phone(206) 555-0142(206) 555-0142Match
Address1234 Elm St, Seattle1234 Elm Street, SeattleClose
Giving$2,450 · 8 giftsOnly in AOnly in A
Preview the merge.
Here's the merged record. The originals are preserved for rollback.
Proposed merged record
Primary emailsarah.chen@email.comRaiser's EdgeKept
Alt. emails.chen.volunteer@email.comVolunteerHub+ Added
Volunteer hours142 hrs · 18 eventsVolunteerHub+ Added
Capacity$50K to $100KGift Smart+ Added
Original records preserved for rollback
Merge approved and completed
Records consolidated in Raiser's Edge · Logged to the audit trail · Rollback available
Triage this week's advancement emails
Scanned 84 advancement emails from the last 7 days across your inbox and the shared advancement@ alias. Sorted by signal: 22 substantive donor activity, 31 need a reply, 31 noise.
Email triage84 emails · 7 daysLogged to Raiser's Edge
James WilsonSpring gala recap · "happy to renew at $10K this year"Gift confirmed
Amanda FosterRe: Pledge schedule · "$5K quarterly works"Intent to give
Michael ChangRe: Site visit availability · week of May 52 days waiting
Robert ChenRe: Planned giving info · gift acceptance policy5 days waiting
Eventbrite DigestYour weekly events summaryNoise
Draft replies to everyone waiting.
Drafted 31 personalized replies, each pulling the constituent's giving history, last interaction, and any open asks from Raiser's Edge. Nothing sends until you approve.
To Michael Chang"May 5 works. I'll set up the tour for you and your two colleagues…"Draft
To Robert Chen"Attaching our gift acceptance policy for your estate attorney…"Draft
To Maria Santos"Here's last quarter's impact report, with the program you fund on page 2…"Draft
+ 28 more · sent from your address
31 replies sent
Each logged as an interaction in Raiser's Edge · Audit trail updated
Turn my raw meeting notes into a contact report
3 files uploaded · David Kim, 4.18 meeting.docx · Amanda Foster, pledge call.docx · James Wilson, gala debrief.docx
Parsed your 3 Word docs. Matched each to a constituent in Raiser's Edge and structured the notes into contact reports: interaction type, summary, action items, and next step. Approve all 3 to log them, or open each to edit first.
3 contact reports, ready to logstructured from .docx · matched to Raiser's Edge
David KimBB-00054321 · In-person meeting · Apr 18, 2026 · The Collective, Bellevue
Interested in supporting the youth program where his son volunteers. Open to a multi-year commitment if the MOU is simple.
Send multi-year MOU templateLoop in program directorQ3 pipeline at $25K
Next step: follow-up call, May 8
Amanda FosterPhone call · Apr 17 · Pledge confirmation, Apr 302 action items
James WilsonEvent follow-up · Apr 16 · Naming conversation, May 102 action items
7 action items will be queued · Original .docx files archived to the timeline
3 contact reports logged to Raiser's Edge
7 action items queued · Original notes archived to each constituent's timeline
Screen this list for capacity and fit
board-network.xlsx uploaded · 142 names
Researched and scored 142 contacts against your mission, cross-referencing wealth signals, career, philanthropy, and public records. Your strongest fit, with every data point cited:
Eleanor WhitfieldFounder & Chair, Whitfield Capital PartnersSeattle, WA96Fit score
eleanor.whitfield@whitfieldcap.com
(206) 555-0182
1204 Lakeview Dr, Seattle, WA 98112 · $6.8M primary residence (owned)CCounty Records
Lifetime giving9990$377K
Largest gift$120K
Best first askLLatte$50K
Est. capacityRRecords$25 to 50M
Philanthropic giving, public record7 gifts · 2019 to 2025PProPublica 990
Why Eleanor fits our mission
A decade of funding out-of-school youth programs across King County and two education board seats, a direct match to After-School Pathways. Public statements prioritize measurable academic outcomes, exactly the case our FY25 results make.
Source of wealth
Sold a fintech firm (2019); runs a family investment office.LLinkedIn
Philanthropy & boards
- Board, Seattle Education Trust (2018 to present)PProPublica 990
- Funds youth-education nonprofits in King CountyCCounty Records
Affinity
Youth educationAcademic outcomesKing County
Cited sources
LLinkedInPProPublica 990SSeattle TimesCCounty Records
Every data point cited · nothing writes back without approval
Eleanor Whitfield added to the major gifts pipeline
Assigned to Sarah Kim · First ask $50K · Profile saved to Raiser's Edge with all sources
Run our full grant cycle, end to end
I'll run the full cycle: find fundable opportunities, draft the LOIs and proposals, prep portal submissions, and put every deadline on the calendar. Each step is yours to approve. Starting with prospecting: scanned 312 opportunities across Candid, Grants.gov, and Instrumentl. 14 are strong fits.
14 strong-fit opportunities, scored312 scanned · Candid · Grants.gov · Instrumentl
Cascade Family FoundationPrivate foundation · funds out-of-school youth programs in King County$75K to $150KLOI due Jul 15Strong fit
City of Seattle Youth FundGovernment · measurable academic outcomes · portal submission$50K to $100KDue Aug 1Strong fit
Ballmer GroupPrivate foundation · economic-mobility thesis matches your two-gen design$100K to $250KRollingStrong fit
Premera Social ImpactCorporate · wellness overlap · low effort, fast turnaround$25K to $50KLOI due Sep 30Good fit
Adds each funder to the grant pipeline for tracking
14 funders added to your grant pipeline
Deadlines on the grant calendar · Owners assigned · Logged to the audit trail
What do I need to do today?
I went through it all at 6:02 AM, before you were in. Four gifts came in over the weekend and are already logged in Salesforce. Here is what is left for a person to do.
Daily prioritiesMonday, since Friday closeRan 6:02 AM
Handled already4
Marcus Halloran $2,500Online gift entered, receipt sentMoved to Major Gift Cultivation, call queued for youLogged
Priya Venkataraman $500/moRecurring upgrade from $250, schedule updatedSustainer stewardship email drafted for WednesdayLogged
The Delgado Family Fund $10,000DAF grant, soft-credited to Elena DelgadoGift officer flagged for an impact-report visitLogged
Calls worth making3
Wendell BootheGave $75 Sunday after the after-school email. The record notes he is a retired schoolteacher, so tie his gift to the tutoring cohort.First-time giver
Angela Foster-ReyesThree years since her first gift, $14,200 across 9 gifts. She always gives after the fall gala, so invite her early this year.Giving anniversary
Waiting on you2
Gloria Ashworth crossed $50,000 lifetimeThank-you drafted, references her named scholarship fundDraft ready
Hartwell Foundation youth-programs proposalNeeds final numbers from the program teamDue Mon, Aug 17
Runs every morning at 6:00 AM, before anyone is inStanding task
Send Gloria's thank-you and put those two calls on my calendar.
Ready. The thank-you goes from your address, and each call gets a hold with the talking points in the invite. Nothing sends until you approve.
Thank-you to Gloria AshworthNames the Ashworth Scholarship · from your addressEmail
Call Wendell BootheTue 10:00 AM · first gift, tutoring cohortCalendar hold
Call Angela Foster-ReyesTue 2:30 PM · gala timing, three-year anniversaryCalendar hold
All three log back to the record
Thank-you sent, both calls on your calendar
Logged to all three records in Salesforce · Talking points attached to each invite
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Field changes · 6 of 12Raiser's Edge · Additive only
ConstituentFieldCurrent → New
Sarah ChenEA-00142857Phone(206) 555-0142 → (206) 555-0198
Marcus WilliamsEA-00098234Phone(425) 555-8821 → (425) 555-8890
Jennifer ParkEA-00076543Address456 Oak Ave → 789 Pine St
David KimEA-00054321Phone(206) 555-3344 → (206) 555-3399
Lisa NguyenEA-00087654Email+ lisa.n.vol@email.com
Robert ChenEA-00065432Address111 Oak Blvd → 111 Oak Boulevard, WA 98004
+ 6 more changes
All 12 field updates pushed to Raiser's Edge
Rollback available for each change in the audit log.
Nothing happens without a yes.
Latte proposes every change. Your team approves it. Every write to your CRM waits for a person.
Book a demoAudit Log4 of 10 entriesEvery action, who approved it
14:32:152026-04-20Sarah KimApproved merge, duplicate constituentscompleted
14:28:432026-04-20Latte AI AIDetected potential duplicateflagged
13:58:102026-04-20Latte AI AIWriteback, 12 constituent updatescompleted
13:42:352026-04-20Jennifer ParkApproved list pullcompleted
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Human approval on every write. Auditable actions. Latte works only within the access you grant, system by system.
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