Automate Donor Agreement Generation with AI Tools and Workflow

Automated Donor Agreement Generation

1. Initial Data Collection

1.1 Identify Donor Information

Gather essential details from the donor, including:

• Name
• Contact Information
• Donation Amount
• Purpose of the Donation

1.2 Utilize AI Tools

Implement AI-driven data collection tools such as:

• Typeform: For creating interactive forms to collect donor information.
• Google Forms: For easy data entry and organization.

2. Agreement Template Selection

2.1 Template Library Access

Access a library of pre-approved donor agreement templates.

• Ensure templates comply with legal standards.
• Utilize AI tools like Contractbook for template management.

2.2 AI-Driven Customization

Use AI tools to customize templates based on donor input:

• DocuSign: For automating the filling of template fields based on collected data.
• LawGeex: For reviewing and suggesting changes to the agreement based on best practices.

3. Agreement Generation

3.1 Automated Document Creation

Generate the final donor agreement document using AI:

• HotDocs: Automate document assembly to create personalized agreements.

3.2 Quality Assurance

Implement AI-driven tools for quality checks:

• LegalSifter: Review generated agreements for compliance and accuracy.

4. Review and Approval

4.1 Internal Review Process

Facilitate an internal review of the generated agreement:

• Utilize collaboration platforms like Trello or Asana to track review progress.

4.2 Final Approval

Obtain final approval from the legal team using:

• DocuSign: For electronic signatures on approved agreements.

5. Distribution and Storage

5.1 Sending the Agreement

Distribute the finalized agreement to the donor:

• Use Mailchimp or SendGrid for automated email distribution.

5.2 Secure Document Storage

Store the agreement in a secure, accessible location:

• Dropbox Business: For secure cloud storage.
• Google Drive: For easy sharing and collaboration.

6. Follow-Up and Reporting

6.1 Post-Agreement Follow-Up

Implement follow-up communication with the donor:

• Utilize CRM tools like Salesforce for tracking donor interactions.

6.2 Reporting and Analytics

Analyze donor agreements and engagement:

• Use AI analytics tools like Tableau for reporting on donor trends and engagement metrics.