Foundation events
Organize presenting partnerships, reception sponsors, golf outings and program recognition by event, package, availability and responsible team.
HOSPITALS · HEALTH SYSTEMS · HEALTH FOUNDATIONS
Bring fundraising events, community partnerships and approved sponsorship opportunities into one enterprise workspace. Use AI to find relevant businesses, personalize outreach and carry the relationship through onboarding, benefit delivery and renewal.
START WITH A DEFINED PROGRAM
For foundation development teams, corporate relations staff and program owners coordinating sponsorships across events, departments or facilities. Start with the inventory your team is authorized to offer.
Organize presenting partnerships, reception sponsors, golf outings and program recognition by event, package, availability and responsible team.
Connect approved health education, community events and employee engagement sponsorships with their benefits, timelines and partner commitments.
Keep locations, staff ownership, partner history and upcoming renewals connected while preserving the detail behind each opportunity.
AI + INVENTORY + RELATIONSHIP MANAGEMENT
Turn approved packages and benefits into structured inventory. Record the event, facility, availability and owner.
Use local, state or national AI-assisted search to find business prospects with relevant public signals, geography and mission fit. Review existing relationships before outreach.
Prepare personalized emails linking to the relevant package and full marketplace, so the prospect can see what its support would include.
Route sponsor requests to the responsible team. Connect the contact, opportunity, approval and agreement in CRM.
Assign artwork, recognition and event benefits. Give each sponsor its advertiser portal and access to enabled placement reporting.
Bring delivered benefits, engagement and relationship notes into the next conversation. Keep commitments and collected sponsorship revenue distinct.
Review prospect matches and personalized emails before sending, or enable approved outreach and follow-up workflows. Keep ownership and activity in CRM, with the ability to review, edit or pause.
Explore AI sponsor outreachILLUSTRATIVE WORKFLOW · NOT CUSTOMER RESULTS
This example concerns corporate sponsorship and partner operations. Keep clinical and patient records in their existing systems. Your donor CRM can remain the source for donor history and gift processing; external connections are scoped during setup.
The foundation lists the benefits, event date and availability in its marketplace.
Staff review an AI-assisted match and a personalized invitation linked to that package.
A sponsor request enters review. The agreement, artwork and event responsibilities stay connected to the sponsor record.
Staff review benefit delivery and available QR engagement with the partner, then record follow-up for next year.
QR ANALYTICS & OFFLINE ATTRIBUTION
Review available opportunities, sponsorship commitments, delivered benefits, staff responsibilities and renewal timing.
Let partners see their assigned placements and enabled campaign reporting, including scans, tracked clicks and configured outcomes.
Use available engagement and delivery evidence to review offers and next actions. Keep foundation sponsorship income separate from a sponsor’s attributed sales.
Campaign-enabled QR codes support one campaign across several placements, advance scheduling and destination changes without reprinting. Preserve the campaign and placement history as offers change.
Scans and clicks measure engagement. Conversions and attributed revenue require configured tracking and compatible destinations. AI recommendations depend on available evidence and do not guarantee results.
Explore QR tracking and conversion attributionSTART SMALL. SHOW THE WHOLE WORKFLOW.
Bring one gala, golf outing or community partnership program, its current packages, a sample agreement and your staff approval steps. We’ll map the workflow and confirm the reporting and donor-system requirements.
Walk through your program