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New User Setup

We will use your responses and materials submitted here to configure your new Momentum user!

Here is a link to our Getting Started Guide to get a sense of what Momentum can do for you.

About you

Organization Name

*

First name

*

Last name

*

Title

*

Email Address

*

Please include any other email address or email alias you use to contact donors.

*This is very important to ensure we connect your Momentum user to the correct email account. Please ask your IT manager if you are unsure.

What is your role/primary responsibility?

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A

Development Assistant - I support the frontline team

B

Development Leadership - I manage the frontline team

C

Individual Gifts Officer - I engage with and raise money from individual donors

D

Grants Manager - I raise funds from institutional funders and manage formal application/reporting processes

E

Annual Fund Manager - I cultivate and steward our largest swath of donors

F

Mid-level Giving Officer - I manage the middle of our donor pipeline, blending broad and individual engagements

G

Director of Development - I oversee fundraising operations

H

Other

Do you have an assigned portfolio?

*

A

Yes

B

No

AI Writer Resources

To start, let's gather some resources to train your AI writer. We have samples in each box below.

How would you introduce yourself to a new assistant, who is writing messages for you and helping to identify opportunities for engagement?

Introduce yourself to your AI writer here. What kind of fundraiser are you?

*

Give us your elevator pitch. How do you state your case for support?

*

Please submit three (3) writing samples to help train your AI writer on your voice.

These can be recent emails to donors, a full proposal you've drafted, quick LinkedIn pings, etc. This gives your AI writer a starting place in drafting communications for you.

Just copy and paste them into the boxes below!

Sample 1

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Sample 2

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Sample 3

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