A major gift pipeline where every prospect has a stage, an owner, a next move, a date, and a proposed ask amount. Describe your organization and how you cultivate, and Taskade Genesis builds the whole moves management system: identification, qualification, cultivation, solicitation, and stewardship, with the research and the call notes attached to each person.
The app embedded on this page is Investor Dashboard, a real Taskade Genesis build that already carries funding relationships through stages. Drag a record between stages, open it, read the next step, then clone it in about ten seconds and adapt those stages into the major gift moves described above.
What you get is the discipline a development director would install, without hiring one. Each prospect record holds capacity indicators, connection to the organization, who on the board or staff knows them, the last contact and what happened, the next move and when, the proposed ask amount, and the program or fund the ask is tied to. Linked records connect prospects to the board members who introduced them and to the proposals or events they are attached to, so a portfolio review takes minutes.
Workspace DNA is what stops the pipeline from going stale. Memory holds every touch, note, and decision, so a prospect handed from a departing staff member arrives with full history rather than a name and a phone number. Intelligence, powered by frontier models from top AI labs, drafts the next move, suggests an ask amount consistent with giving history and capacity, and flags prospects who have not been touched in ninety days. Execution creates the task, schedules the call, and drafts the follow-up note the same day.
Work the portfolio in the layout that fits:
- Board view, prospects moving across the five moves management stages
- Table view, every prospect with capacity, ask amount, owner, and next move date
- Calendar view, the coming month of calls, visits, and follow-ups
- List view, a clean portfolio review sheet for a one-on-one with the executive director
- Plus Mind Map, Gantt, and Org Chart across the multiple project views
Automations keep the moves moving. With Taskade automations, a prospect with no contact for sixty days creates a task for their owner, a stage change to solicitation notifies the executive director in Slack, and a completed visit prompts a same-day note draft in Gmail. Across 100+ bidirectional integrations, Google Calendar pulls meeting data in while Slack and email push the nudges out.
The AI agents carry built-in tools including web search, so an agent can research a prospect's public giving and board service before a visit and summarize it into the record, then draft the thank-you the moment the visit is logged.
Clone the app, invite your board chair and your development lead, and the portfolio, the research, and the call notes stay with the organization even when staff change.
Browse other builds in the Community Gallery, start fresh at Taskade Genesis, or learn stage boards in Learn. Feed the pipeline from donor segmentation, and when an ask involves a company rather than an individual, switch to the corporate sponsorship pipeline.
Frequently Asked Questions
We have no prospect researcher. Can this still work?
Yes. The agent uses web search to gather what is publicly available about a prospect's philanthropy and professional background, summarizes it into the record, and marks what it could not verify so you never present a guess as fact.
How does it suggest an ask amount?
From giving history, gift frequency, and any capacity indicators you have entered, presented as a range with the reasoning shown. It is a starting point for a human conversation, not a number to read off a screen.
Can board members log their own calls?
Yes. Give a board member access to their assigned prospects only, and they can add a note from a phone in under a minute. The agent turns the rough note into a clean contact report.
What keeps prospects from sitting untouched?
An automation flags any prospect whose next move date has passed and any record with no contact in sixty days, then creates a task for the owner. Portfolio review becomes a five-minute board view rather than a spreadsheet audit.
Is this different from the donor database?
Yes, and they work together. The donor database is the full file of everyone who gives. This is the small, high-attention portfolio where each relationship gets a named owner and a plan.
Can we restrict who sees ask amounts?
Yes. Keep the pipeline in a project shared only with staff and the development committee, and share a separate view-only project with the wider board that shows activity without dollar figures.
Does it work for planned and legacy giving?
Yes. Add a stage for legacy conversations and a field for intention documentation, and the same cultivation cadence applies over a longer horizon.