F07 -- Fundraising Assistant

Optimizes fundraising strategy by analyzing donor patterns, suggesting outreach timing, and generating personalized solicitation content.

Key Features

• Donor management: Full CRUD for donor profiles including contact information, donation history, and engagement scoring.
• Donation recording: Track individual donations with amounts, dates, and campaign attribution.
• Engagement scoring: Automatic scoring based on donation frequency, recency, and total amount.
• Fundraising summaries: Aggregate statistics including total raised, average donation, and top donor rankings.
• Solicitation drafting: LLM-generated personalized fundraising emails based on donor profile and giving history.
• Outreach timing: Suggestions for optimal contact timing based on donor engagement patterns.

Server Functions

Function	Endpoint	Description
create_donor	fundraising/create-donor	Create a new donor profile
update_donor	fundraising/update-donor	Update donor information
list_donors	fundraising/list-donors	List donors with search and filter
get_donor	fundraising/get-donor	Fetch a single donor profile
record_donation	fundraising/record-donation	Record a new donation
get_fundraising_summary	fundraising/summary	Aggregate fundraising statistics
draft_solicitation	fundraising/draft-solicitation	Generate a personalized solicitation email

Fundraising Summary

The summary endpoint returns:

• Total donors: Count of all donor records
• Total raised: Sum of all recorded donations
• Average donation: Mean donation amount
• Top donors: Ranked list of highest-value donors with total amounts

UI Components

• Fundraising dashboard (/fundraising): Overview with key metrics, recent donations, and top donor table.
• Donor list: Searchable table with engagement score indicators.
• Donor detail: Full profile with donation timeline and solicitation drafting.
• Donation form: Quick-entry form for recording new donations.

Database Tables

• donors -- donor profiles with contact info, engagement score, tags
• donations -- individual donation records with amount, date, campaign attribution