For UK charities · Donor & supporter data
Analyse your donor data just by asking
Your CRM already holds the answers. This just gets them out.
I build UK charities private AI assistants that answer questions from the systems they already run, without any of it leaving their control. Each one is built for one job; this one analyses the donor and supporter data in your CRM.
You ask in plain English, it answers with the figures, tables and charts, and every figure links back to the record it came from.
The quick way to do this today is to export a donor list and paste it into ChatGPT, which sends your supporters' contact details and giving history to a US company, into logs you can't see, with no lawful basis to be there. For a charity holding that kind of data, it's a real problem, and one you stay responsible for.
The assistant does the same analysis without any of it leaving your systems.
There's also one that reads across all your systems at once. Below is this assistant doing its job: your donor analysis.
What you'd ask it
These run against the donor records in a sample charity's CiviCRM, the Fenmere Trust, a charity I invented for the demo, so I can show you without a real supporter on screen. Each one starts with what you're actually trying to do, then the question you'd type, then the assistant answering and citing the records it used.
You're preparing for a stewardship round and want to know who gave the most this year, and whether they have been thanked yet.
You'd open the assistant and ask:
"Who are our top donors this year, and have we thanked them?"
An appeal has just closed and you want to be sure every gift was acknowledged before you move on.
You'd open the assistant and ask:
"Did every Fenmere Wetland Appeal gift get a thank-you?"
Your finance lead says the appeal total in the CRM doesn't match the finance system, and you need to know why before the board meeting.
You'd open the assistant and ask:
"For the Fenmere Wetland Appeal 2026, what did the CRM and the finance system each record, and if they differ, why?"
These demos read CiviCRM, which is just the CRM I picked for the demo. Your CRM will probably be different, and that's fine. Raiser's Edge, Salesforce, Donorfy, Beacon: if it has a way in for the assistant to read, and almost all of them do, the same questions work the same way.
Want an assistant like this for your own CRM, or have a question of your own in mind? Tell me what you're trying to find in your donor data →
Where your donor data goes
Nowhere it shouldn't. The assistant runs in an account you own. Your questions, your records and its answers are never sent to ChatGPT, Gemini, Claude or any other outside service. It reads your CRM with its own read only access, so it can look things up but cannot change, delete or export a record. If it tried, your systems would refuse.
And it shows its working. Every figure links back to the exact record it came from, and it never does the arithmetic itself: the counting and totalling are done by ordinary code, so the answer comes out the same every time. Before any of it reaches your team, it is tested against data where the right answers are already known.
That last part matters more than anything else on this page. Here's how I test AI assistants and what the testing catches →
Common questions
Is it safe to upload a donor export to ChatGPT?
No. A donor export carries named individuals' contact details and giving history, and the public version of ChatGPT sends that to OpenAI in the United States, keeps it in logs you can't see, and may use it to train future models. For a UK charity that's personal data leaving your control with no lawful basis to justify it.
Does pasting donor data into ChatGPT break UK GDPR?
In almost all cases, yes. You'd need a lawful basis to send supporter data to a third-party processor, a contract in place, and usually a data protection impact assessment. Pasting a list into a public AI tool has none of those, and because giving can imply special category data, the bar is even higher.
Can I connect AI to Raiser's Edge, Salesforce or Donorfy safely?
Yes, and that's the better answer than exporting anything at all. A private build can query a read-only copy of your CRM inside your own tenancy, so the data is analysed where it already lives and never gets emailed around as a spreadsheet in the first place.
What if we don't use a CRM and our donor data is in spreadsheets?
That works too, and many charities are in exactly that position. The spreadsheet is loaded into your own private assistant rather than pasted into a public tool, so it's analysed the same way and stays just as firmly inside your control. You don't need a CRM to do this safely, just somewhere private for the data to live.
Isn't ChatGPT Team or Enterprise private enough?
They're better than the free version, and they do turn off training on your data. But the data still leaves your organisation for a US provider's systems, and you're trusting their settings and their logs rather than controlling them yourself. For your most sensitive supporter data, "we control it" is a stronger position than "they promised not to look."
Can the AI change or delete our donor records?
No. The build queries a read-only copy of your data, so it can read and analyse but cannot write, delete, or export. It also shows the query behind every answer, so anything it tells you can be checked.
Got a question that isn't here? Ask me directly →
One job is just the start
Everything on this page is one assistant, built for a single job. That's deliberate: most charities prove it on the one task that's hurting, then add the next.
The most capable assistant I build reads across your CRM, your finance system, your spreadsheets and your documents at once, and answers questions that cut across all of them. One question, one plain English answer, every figure linking back to the real record it came from.
See what that looks like when it all joins up. Watch the full walkthrough →
