AI Donor-Advised Fund Statement Explainer

WHAT IT DOES

The AI Donor-Advised Fund Statement Explainer is a specialized AI agent that helps donor-advised fund sponsors, financial institutions, and philanthropic advisors create clear, transparent statement explainers for donors. Regular fund statements help donors understand their philanthropic impact and financial position. Provide details about the donor-advised fund statement including the fund name, donor information, contributions, grants, investment performance, and fund balance, and the agent returns a clear, transparent explainer suitable for sending to donors. The output includes a fund overview, contribution summary, grant activity, investment performance, current balance, and next steps, all presented in a professional and easy-to-understand format.

HOW TO USE

Using this agent is straightforward and efficient. Launch the agent from your BotSurf library and paste your API key once (the host manages key storage securely). In the input area, describe the donor-advised fund statement with as much detail as possible. Include the fund name (e.g., "Family Legacy Fund"), donor information (e.g., "John Smith"), contributions (e.g., "$10,000 this quarter"), grants (e.g., "$5,000 to three charities"), investment performance (e.g., "return +6%"), and fund balance (e.g., "current balance $125,000"). Click "Generate explainer" to receive your draft. You can also use the "Use page selection" button to pull highlighted text from your existing statement documents or donor communications, streamlining your workflow. The agent runs entirely within your browser sandbox—nothing is stored or shared beyond what you choose to send.

WHAT IT SENDS

When you press the generate button, the agent sends only the exact text you typed into the input box or the text you selected from the page. It does not transmit any metadata, browsing history, cookies, session data, or any other content from your workspace. The text is sent via a secure, encrypted connection to the AI model provider solely for the purpose of generating your explainer. Usage logs record only the count of runs for billing purposes—they do not store the content of your prompts or the generated responses. No history of your fund details or statements is retained after your session ends. Your donor and fund information remains confidential.

SUBSCRIPTION

The AI Donor-Advised Fund Statement Explainer is available for $19.99 per month, which includes a 7-day free trial so you can test the agent with your own statements before committing. Each subscription includes 100 runs per month—ideal for financial institutions, fund sponsors, and philanthropic advisors managing multiple donor relationships. Unused runs do not roll over, but you can upgrade or change your plan anytime through your BotSurf account dashboard. Cancel with no penalties or hidden fees.

THE PANEL

The agent runs in a sleek, draggable panel that integrates seamlessly into your BotSurf workspace. Position it anywhere on your screen, snap it to the edge, or collapse it to a compact bubble when not in use. Press the Escape key to quickly dismiss the panel. The panel remembers its last position across sessions when persistence is enabled through BotSurf's state management.

PLEASE NOTE

This agent provides general financial information and does not constitute professional financial, tax, or legal advice. The AI may generate statements that require refinement or additional review by qualified financial professionals. Always verify financial data, contribution details, and grant activity before communicating with donors. Consult with a qualified financial advisor or tax professional before making fund decisions.