Autonomous Advancement Intelligence

Your advancement office,
always working.

Orbit is the AI-native platform built for university advancement. Four autonomous Virtual Officers. One predictive intelligence layer. Built for the way fundraising actually works.

Designed exclusively for private universities with major gift programs.

Platform

Not a CRM add-on.
A new category.

Legacy advancement platforms were built to store relationships. Orbit is built to act on them.

Orbit introduces a new category: Autonomous Advancement Intelligence. This is a platform where AI doesn't just surface insights for a gift officer to act on. It takes the action, routes the approval, and learns from the outcome. At scale, across every constituent in your portfolio.

Built on a 10-signal Predictive Intelligence Layer, Orbit models every constituent across ten behavioral dimensions (from response likelihood and gift timing to planned giving propensity and stewardship need) and routes every action through a human-in-the-loop approval workflow before anything reaches a donor.

Autonomous action, human authority

Every AI-drafted action requires gift officer approval before delivery.

10 predictive signals, openly surfaced

No black boxes. Scores are visible, explainable, and measurable.

🔗

Native CRM integration

Works alongside Blackbaud, Ellucian, and Salesforce NPSP.

Predictive Intelligence Layer: 10 Signals
Response Likelihood
Channel Preference
Ask Timing
Ask Amount Band
Upgrade Propensity
Lapse Risk
Planned Giving Likelihood
Stewardship Need
Handoff Readiness
Story & Values Extraction
10 predictive heads, openly surfaced per donor.
Competitors surface ~5
The Platform

Four Virtual Officers.
One advancement mission.

Each officer is an autonomous AI agent with a dedicated command center, a human-in-the-loop approval queue, and deep alignment to the work of advancement professionals.

VEO
Virtual Engagement Officer
Always-on donor discovery and outreach

VEO continuously monitors your alumni and donor universe, surfaces engagement opportunities, drafts personalized outreach, and routes proposals to gift officers for approval, before anything reaches a constituent.

Constituent portfolio monitoring
AI-drafted personalized outreach
Engagement signal detection
Human-in-the-loop approval queue
VSO
Virtual Stewardship Officer
Relationship depth at scale

VSO tracks stewardship obligations across your entire donor portfolio, surfaces unmet commitments, and drafts impact reports, thank-you communications, and anniversary touchpoints on behalf of your team.

Stewardship obligation tracking
Impact report drafting
Anniversary and milestone alerts
Donor retention risk scoring
VPGO
Virtual Planned Giving Officer
Patient intelligence for complex gifts

VPGO detects planned giving intent signals in donor behavior, notes, and engagement history, then surfaces opportunities to your planned giving team with context, sensitivity, and full FERPA access controls.

Bequest intent signal detection
Planned giving prospect scoring
FERPA-compliant access controls
Gift planning conversation support
VCO
Virtual Campaign Officer
Campaign intelligence and coordination

VCO monitors campaign progress against goals, surfaces pacing risks, identifies unactivated segments, and generates leadership dashboards and gift officer briefings, keeping campaigns on track from launch through close.

Campaign pacing and gap analysis
Leadership reporting dashboards
Unactivated segment identification
Gift officer briefing generation
Why Orbit

The legacy vendors built for
yesterday's workflows.

Orbit was designed from first principles around how modern advancement offices actually operate, not retrofit onto a CRM chassis from 2005.

Legacy Platforms
Manual move management workflows
~5 move management models, opaque scoring
Reports built for admins, not gift officers
AI features bolted onto legacy architecture
No autonomous action capability
Months-long implementation cycles
Orbit
Autonomous action with HITL approval gates
10 predictive signals, transparent and measurable
Command centers built for each officer role
AI-native architecture from day one
Four autonomous Virtual Officers
Designed for institutional deployment
10
Predictive Intelligence Signals
Explicit, explainable, and measurable per-donor scores surfaced to gift officers, not hidden inside a black-box algorithm.
4
Autonomous Virtual Officers
Each with a dedicated command center, approval queue, and specialized domain, engagement, stewardship, planned giving, and campaigns.
1
Human-in-the-Loop Standard
Every AI action routes through your gift officers for approval. Orbit augments your team. It never bypasses them.
How It Works

Intelligence that moves
through your office.

From data to approved action, Orbit handles the work between the signals and the gift officer.

01
🔗
Connect Your Data
Orbit ingests structured data from your existing CRM, Blackbaud, Ellucian, or Salesforce, along with gift history, engagement records, and wealth screening feeds.
02
Score Every Constituent
The Predictive Intelligence Layer scores each donor across 10 behavioral signals, surfacing who needs attention, when to ask, how much, and through which channel.
03
Officers Draft Actions
VEO, VSO, VPGO, and VCO each monitor their domain and draft outreach, reports, and recommendations, routed into the approval queue for your team.
04
Your Team Approves
Gift officers review, refine, and approve every action. Nothing reaches a donor without human authorization. Orbit executes; your team leads.
Built For

Every role in advancement.

Orbit surfaces the right intelligence to the right person, not a single dashboard built for a hypothetical average user.

🎯
Major Gift Officers
Portfolio prioritization, prospect briefings, ask timing signals, and AI-drafted cultivation communications, reviewed and approved before delivery.
🤝
Stewardship Teams
Never miss a stewardship obligation. VSO tracks impact report schedules, anniversary touchpoints, and donor retention risk across the full portfolio.
📋
Planned Giving Officers
Bequest intent signals surfaced with sensitivity controls, full FERPA compliance, and conversation context, before prospects are approached.
Campaign Directors
VCO monitors pacing, identifies gaps, and generates leadership briefings, keeping multi-year campaigns on track without manual aggregation.
Advancement Operations
Structured audit logs, RBAC access controls, and CRM-native data architecture designed for institutional governance and compliance requirements.
VP & Leadership
Cross-portfolio dashboards, campaign health reporting, and predictive pipeline visibility, built for the conversations that happen in the boardroom.
Live Preview

This is what VSO sees
for every donor in your portfolio.

Select a donor profile below. VSO analyzes giving history, lapse risk, and relationship signals, then produces a stewardship decision in seconds.

Donor Profile
Robert Chen
Class of 1987 · Engineering · Alumni
Lifetime Giving
$47,500
Last Gift
14 months ago
Giving Streak
6 years
Propensity Score
84 / 100
Lapse Risk: HIGH — streak may break after 14-month silence
VSO Decision Analyzing...
Impact Report Email Warm, personal
VSO Rationale

Robert's 6-year giving streak is at risk of breaking. He last gave 14 months ago and has not responded to the standard renewal sequence. A personalized impact report on the Engineering Innovation Fund, which he has supported, is the highest-priority action to re-engage before the fiscal year closes.

Draft Message (Gift Officer Review Required)
"Robert, I wanted to share something with you directly. Last year, your support of the Engineering Innovation Fund helped fund four senior capstone projects, including a water purification system now being piloted in rural Kenya. I know how much you care about real-world impact, and this one has your fingerprints on it. Would love to reconnect this spring and tell you more."
Approve and send
Edit draft
Skip for now
VSO analyzing donor signals...

Illustrative example. Donor data is fictional. All AI-drafted messages require gift officer review before delivery.

Ready to see Orbit
at your institution?

We are working with a select group of private universities as design partners. Tell us about your institution and we will be in touch directly.

Built exclusively for private universities with major gift programs
Every AI action routes through your gift officers for approval
Works alongside your existing CRM, Blackbaud, Ellucian, or Salesforce
Designed for institutional deployment, FERPA-compliant from day one

Or email us directly at colin@donororbit.com

Request Early Access

We respond within one business day. No spam, ever.