Rural Health Workforce Training
Health Resources & Services Administration
34 days2 open
Every award starts with someone who gave
You spend the year giving money away carefully. Someone had to raise it first, and until now that happened somewhere else entirely, on another team, in another system, reconciled by hand at year end. Donor management and fundraising now live in the system that runs the awards.
Illustration of the Pipeline, Donors tab, in list view: people and businesses, each with type, status, stage, what they have given and their last gift.
Pipeline
Everyone who gives, or might.
BoardListAdd donors Add a donorImport donors Soon
Grants 6Donors 48
| Donor | Type | Status | Stage | Given | Last gift |
|---|---|---|---|---|---|
| RCRuth CastellanoCastellano Family Trust | Individual | Active | Donor | $45,000 | Jan 14, 2026 |
| OFOkafor Family | Individual | Active | Donor | $8,000 | Dec 2, 2025 |
| HBHarbor Point Bakery | Corporate | Active | Cultivation | $1,200 | Jun 12, 2026 |
| LMLena Marsh | Individual | Active | Cultivation | $2,500 | Mar 9, 2025 |
| NVNorthgate Ventures | Corporate | Prospect | Prospect | None | None |
| TBTomás Bello | Individual | Lapsed | Cultivation | $500 | Aug 21, 2025 |
Showing 6 of 48Page 1 of 8
Win the grant, make the ask, take the gift. Phoenix drafts the outreach, the letter to the funder, the thank-you and the impact report; a person sends each one.
One pipeline
The grant and the donor in one pipeline
Grants move from research through writing, submission and award. Donors move from prospect through cultivation to a gift. Both sit in one pipeline, a Grants tab and a Donors tab, so whoever is chasing the money sees all of it.
When a grant is funded, add it to a fund budget and it can be given out from the system that won it, and it is recorded as a gift from the foundation, so the money is counted once. When a fund comes together, you choose which donors it draws from, so the fund and the relationships behind it stay connected.
Grant discovery, where the opportunities come fromIllustration of the Pipeline as a board: one screen with a Grants tab and a Donors tab. The Grants tab is open, showing grants in Researching, Writing, Submitted and Awarded stages with the amount requested or awarded in each.
Pipeline
Move cards through your stages. Drag a card, or use its stage menu.
Grants 6Donors 7
Researching 2
$620,000 requested
STEM Pathways Grant
U.S. Department of Education
61 daysUnassigned
Writing 1
$180,000 requested
Community Scholars Initiative
Anderson Foundation
Rolling3 open
Submitted 1
$250,000 requested
First-Generation Student Success
Meridian Community Fund
Sent Jul 2A. Reyes
Awarded 2
$560,000 awarded
Veterans Workforce Reintegration
U.S. Department of Labor
$360,000Funded
Rural Nursing Pathways
Health Resources & Services Administration
$200,000Funded
Veterans Workforce Reintegration was funded. Add the award to a fund budget so it can be given out.
Add to fund budgetThe ask
Make the ask, with the draft already written
You do not have to start from a blank page. Phoenix writes the note for each donor from their own giving history and the research it gathered, with the figures exactly as reported and no recipient ever named. Ask for it warmer, shorter, or led with this year’s students, and it rewrites.
Write to the right people rather than everyone, and see exactly who will receive it before it goes. Every email carries a one-click unsubscribe, and anyone on your do-not-email list is skipped.
Illustration of outreach: an audience chosen by donor type, status, stage and amount received, with the count of donors who would receive it.
OutreachStatus LapsedReceived $1,000+Stage Any
14 emailable donorsPreview segmentIllustration of the email drafts queue: drafts written by Phoenix for individual donors, one open for review beside its research, with save, reject and approve controls.
Email drafts
Review Phoenix-generated emails before they’re sent.
Ruth CastellanoApproved
What your January gift made possible
Lena MarshDraft
A thank-you, and what came next
Okafor FamilyDraft
Your December gift, one term on
Lena Marsh Draft
Alumna, 2009 gave $2,500 to STEM Advancement, March 2025
Subject
A thank-you, and what came next
Dear Lena,
Your gift to STEM Advancement in March went further than you might expect. This year the fund awarded 12 scholarships to first-generation students, and every one of them is enrolled for the fall.
…
Figures stay exactly as reported; recipients are never named.
SaveRejectApprove
Campaigns and gifts
Give them somewhere to say yes
Publish a campaign with your story, your goal and your progress, and let people give in a few taps, once or every month, paid on Stripe; card details never touch CommunityForce. Each gift gets an automatic receipt and lands against the fund it was given to, so the campaign and the program it pays for stay connected.
Illustration of campaigns: each with its status, progress toward goal, goal and end date, and beneath them the recurring gifts that are running.
Campaigns
Appeals with a goal, dates, and an optional designated fund
| Campaign | Status | Progress | Goal | Ends |
|---|---|---|---|---|
| Fund Future 2026STEM Advancement | Active | 68%$136,400 raised | $200,000 | Jun 30, 2026 |
| Nursing Excellence AppealCommunity Investment | Active | 42%$25,200 raised | $60,000 | Dec 15, 2026 |
| Annual Fund 2025Future Leaders Fellowship | Completed | 100%$250,000 raised | $250,000 | Dec 31, 2025 |
Recurring gifts9 active
- Daniel OseiFund Future 2026$100 / monthSince Feb 2026 Active
- Tomás BelloAnnual Fund 2025$50 / monthLast paid Aug 2025 Paused
Reconciliation
Every gift lands in the ledger
Card gifts arrive as payouts, and each payout is matched to the gifts behind it, gross to net. Year end starts from matched records instead of a spreadsheet.
Illustration of payout reconciliation: gross, fees, net and matched totals for the last payouts, and each payout with the number of charges matched to recorded gifts.
Reconciliation
Payouts matched to the gifts behind them · last 3 payouts
Everything reconciles. Every charge in these payouts has a matching recorded gift.
Gross
$12,480
Fees
$392
Net
$12,088
Matched
31/31
Payouts
- Aug 29, 2026Paid$4,12011 of 11 matched
- Aug 22, 2026Paid$3,7609 of 9 matched
- Aug 15, 2026Paid$4,60011 of 11 matched
Refunds and disputes are handled in Stripe and show on the gift automatically.
Impact
Then show them what it paid for
The gift funds an award, the award goes to someone, and that outcome is already in your reports. Open a donor and the impact report is waiting, showing what the funds they support awarded by academic year, in counts and totals only, with no student ever named. Send it as it is, or turn it into a draft and have Phoenix rewrite it in the tone you want.
The next ask can point to what the last gift did.
Illustration of sending an impact report to a donor: a preview of the email with what their giving funded, awards by academic year, the campaign they joined, and the choice to send it as is or create an editable draft.
Send impact report
To Ruth Castellano · what her giving funded
Dear Ruth,
Here is what your giving to STEM Advancement made possible this year.
You gave
$45,000
January 2026
Students awarded
96
2025–26
Awarded from the fund
$1.42M
2025–26
Awards by academic year
- 2023–24$980K · 64 students
- 2024–25$1.15M · 78 students
- 2025–26$1.42M · 96 students
Campaign joined Fund Future 2026you gave $45,000 · $136,400 raised of $200,000
Create a draft to edit the wording or have Phoenix rewrite it, or send it exactly as previewed. Skipped if the donor has unsubscribed; the send is logged.
Send as isCreate email draft
AI agent · Donor Outreach
Phoenix watches the pipeline for you.
The lapsed donor worth a note, the first-time gift that deserves a thank-you, the stalled conversation ready for a nudge. The Donor Outreach Agent finds them, drafts a note to each from real giving history, biggest givers first, into your approval queue, and tells your team. It never sends to a donor.
Fundraising insights
Money raised, grants won and your win rate, on one screen.
Gifts and grant awards are counted together, once. Beside them sit donors by stage, retention, recurring giving, campaigns and outreach, for the date range you choose.
Your best fundraising story is already in your awards data
A student who graduated because of a scholarship, a grant that hit every milestone, a program that doubled the people it reached: that is what moves a donor to give again, and it has been sitting in a system your fundraising side could not reach. Now it is the same system.