Advancement / Gift Officer
Walk into every donor visit prepared, spend your week on the right prospects, and keep thank-yous and impact reports in view.
The fit.
- Cloud
- Education Cloud (Agentforce Education) and Nonprofit Cloud (Agentforce Nonprofit) fundraising
- Who it’s for
- Major and principal gift officers, annual giving and stewardship teams, and advancement services at universities, colleges, schools and nonprofits
- Typical go-live
- 3–5 weeks
- Runs as
- Agentforce agent in your org
Built to order in your org. Not a template.
Fixed price, USD
- Simple
- $6,500
- Standard
- $11,500
- Complex
- Fixed quote after the Readiness Assessment.
What needs to change.
Gift officers carry large portfolios and spend hours before each visit piecing together giving history, relationships and the last conversation. Portfolios fill up with prospects who haven't been contacted in a year. Thank-yous go out late, impact reports are forgotten, and moves-management stages say "Cultivation" long after anything has moved.
What it does.
- Writes a one-page briefing before a visit: giving history, open pledges, relationships, affinity (alumni year, program, events, volunteering), last contacts and suggested talking points, all from your CRM
- Prioritizes each officer's portfolio using capacity and affinity signals already in Salesforce, and explains why each prospect is near the top
- Nudges stewardship: thank-yous not sent within your standard, pledge payments due, impact reports owed to endowed fund donors
- Checks moves-management hygiene: stages with no activity, missing next steps, proposals past their ask date
- Drafts contact reports and next-step tasks after a visit for the officer to edit and save
- Gives managers a portfolio view: coverage, contact frequency and pipeline by stage
Price.
Prices in USD. Simple and Standard are fixed scope. Complex is scoped after the assessment.
| Tier | Your org looks like | Arkeforce price (USD) |
|---|---|---|
| Simple | One fundraising team, standard gift model, simple portfolios | $6,500 |
| Standard | Major, planned and annual giving teams; capacity ratings; stewardship standards; Slack | $11,500 |
| Complex | Multiple schools or units, migrated legacy data, custom portfolio model, principal gifts | $14,500 to $22,500Typical range. Fixed quote after the Readiness Assessment. |
- What you pay Salesforce
- Agentforce entitlements and Flex Credits, billed by Salesforce
- What you pay anyone else
- Nothing for this agent.
- What you pay Arkeforce
- The tier price above, fixed before we start.
Outcomes we target.
| Outcome | How we measure it | Typical 90-day target, tracked with you |
|---|---|---|
| Less prep time | Officer time per visit briefing | From 45–60 to under 10 minutes |
| Better coverage | Portfolio prospects with a contact in the last 6 months | +15 points |
| Timely stewardship | Gifts thanked within your standard (e.g. 48 hours) | 90%+ |
| Cleaner pipeline | Moves-management records with no activity in 90 days | −40% |
Targets are targets, not measured results or guarantees. Tracked with you during the 30-day support window and under a retainer after that.
Sample exchange.
Illustrative examples, not results from a client engagement.
You:Brief me on Margaret Chen before Thursday.
Agent:Margaret, '89 Engineering. $185k USD lifetime, last gift $25k USD to the Engineering Scholarship in May; a $100k USD pledge with $40k USD due in December. She's spoken at two alumni panels and her daughter graduated in 2024. Your last visit (March) noted interest in the new lab. Suggested focus: the lab naming opportunity, and thank her for the May gift.
You:Create a proposal for $250k USD for the lab, stage Solicitation.
Agent:Here's the draft: Opportunity 'Chen: Engineering Lab', $250k USD, stage Solicitation, ask date in 30 days. Confirm and I'll create it.
You:What's her net worth?
Agent:I only use what's in your CRM. Her research profile shows a capacity rating of $1M USD–$5M USD from your research team's 2025 review. I don't estimate wealth myself.
Built for your org.
- We set it up around your gift structures, fund designations, moves-management stages, capacity ratings and stewardship standards. It speaks in your terms (constituents, portfolios, solicitation plans) and uses only the data your officers are already allowed to see.
Installed as a package in your org, source visible to your admin.
Chat and generated visit briefings can consume Flex Credits. Agentforce testing, including sandbox tests, can consume requests and credits. We confirm metering against your licences.
Compared with what’s already out there.
| Option | What it covers | When it may be enough |
|---|---|---|
| Native Agentforce | Philanthropic Research subagents support relationship officers and researchers, alongside built-in philanthropic records and flows.Source · 2026-10-28 | Your team needs research support and can handle its portfolio and stewardship work with existing tools. |
| Salesforce in Claude | Coverage for this workflow has not been verified. Other teams are scoped case by case.Source · 2026-10-28 | Check the job, access and scope against your org. |
| AgentExchange | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source · 2026-10-28 | Check the job, access and scope against your org. |
| Arkeforce | Walk into every donor visit prepared, spend your week on the right prospects, and keep thank-yous and impact reports in view. | |
Verified on 2026-10-28. Availability and licensing can change; we confirm them for your org.
Where a native agent does the job, we configure it and fill the gaps around it.
See the full comparison →What’s included.
- Discovery of your fundraising setup, with a written fit report
- Configuration to your gift model, stages, ratings and stewardship standards
- Sandbox testing with your data, including adversarial tests
- A read-only first week (briefings and priorities live, no record creation)
- Gift officer, manager and admin training
- 30 days of post-launch support
Prerequisites.
- Education Cloud or Nonprofit Cloud with the fundraising data model in use (gifts, commitments, opportunities)
- Enterprise, Performance or Unlimited Edition with Salesforce Foundations or an Agentforce 1 Edition; required add-ons depend on the actions used.
- Agentforce enabled with Employee agents, and entitlements for chat actions
- Portfolios assigned in Salesforce (relationship manager, opportunity owner or portfolio object)
- Optional: Philanthropic Research data, wealth-screening results already in Salesforce, Slack
Retainer (optional, monthly).
Tuning, threshold changes and re-checks after Salesforce releases come out of your retainer hours.
- Essentials $1,000/mo with 3 hours
- Growth $3,000/mo with 10 hours
- Partner $5,500/mo with 20 hours plus one integration per quarter
Retainer prices in USD.
Trust and safety.
- Uses only your CRM data; never browses the web or estimates wealth on its own
- Never creates or changes gifts, pledges or opportunities without the officer's confirmation
- Never uses sensitive personal data (health, religion, and similar) for prioritization
- Respects each user's existing Salesforce permissions, including restricted constituent records
Start with the job.
Tell us what needs to happen and where it gets stuck. We’ll check the fit and agree the scope before anything is built.
Not sure yet? Explore the Readiness Assessment →