Skills
.Work. You
Rest

donor-stewardship

Community

CRM-backed donor stewardship with approvals.

Data & Analytics#dashboards#crm#privacy#fundraising#approvals#stewardship#donor
AuthorCivicOSInstitute
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Streamlines donor management by securely orchestrating live CRM access with strict write controls to automate acknowledgments, risk monitoring, and briefings.

Core Features & Use Cases

  • Continuous donor stewardship across gifts and communications using live CRM data with audit trails.
  • Automated gift acknowledgments, lapse-prevention alerts, major gift briefings, and portfolio health dashboards.
  • Privacy-first operations with local-model processing and explicit queue approvals.

Quick Start

Initiate a live CRM stewardship session with read access and an explicit queue-approved write.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: donor-stewardship
Download link: https://github.com/CivicOSInstitute/civicos-institute.github.io/archive/main.zip#donor-stewardship

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.