Services for Nonprofits

At Nexus Philanthropic, we partner with mission-driven organizations to unlock new sources of funding, build sustainable donor pipelines, and prepare for the future of philanthropy. Our services are designed to help nonprofits grow major-gift revenue, strengthen planned-giving capacity, and modernize their operations through emerging AI tools.

DAF Appeal Pilot Program

Turn Donor-Advised Funds into Active Giving

Billions of dollars sit dormant in DAFs each year. Our DAF Appeal Pilot helps your organization identify, reach, and inspire these donors. We craft personalized messaging, donor segmentation, and stewardship workflows that make it easy for supporters to recommend grants directly from their DAFs.

Deliverables include:

  • DAF-optimized year-end appeal and email sequence

  • Donor segmentation strategy and sample list-screening criteria

  • Branded DAF instruction page and call-to-action copy

  • Results dashboard and follow-up recommendations

Planned Giving Consultation

Build a Legacy Program that Works for You

Whether you’re launching your first planned-giving effort or refining an existing program, Nexus provides practical guidance grounded in years of fundraising experience. We help nonprofits clarify their value proposition, integrate DAFs and bequests, and communicate complex gift vehicles in donor-friendly language.

We’ll help you:

  • Design gift acceptance policies and materials

  • Train staff or board on legacy-giving conversations

  • Review case statements and planned-giving collateral

  • Develop a multi-year growth roadmap

AI Implementation for Nonprofits

Bring Agentic AI to Your Mission

Artificial intelligence isn’t just for big tech — it’s a force multiplier for nonprofit teams. Nexus helps you identify agentic AI workflows that save time, deepen donor relationships, and enhance your communications. From automating stewardship to analyzing giving trends, we make AI approachable and actionable.

Our process includes:

  • Discovery session to map your team’s workflows

  • Identification of high-impact AI use cases

  • Implementation plan and tool recommendations

  • Staff training on ethical and practical AI adoption