Donor Wrangler Version 85 Released
We’re happy to announce the release of Donor Wrangler version 85, an update that contains helpful improvements to registration forms, and our first AI feature. Read on to learn more.
New Features
AI Powered Profile Searching – As mentioned in our AI webinar, we were exploring possible AI-powered features to implement into Donor Wrangler, and our first one has been completed. A new widget appears now when you’re viewing donor profiles in the bottom right.
This feature is completely optional and carries no extra cost. We want to be clear, that no data will be sent, processed, or used in any way unless you press the button and ask a question.
How it Works
Rather than sending data to a third party AI, we set up our own, relatively small AI server running a local model. Data from Donor Wrangler is sent to this server, where it is processed, the question is answered, and then the data that was sent to it and its response are discarded from memory. No logging is performed. Since we’re using an open source AI model on a server that’s not massively powerful, it can sometimes be overwhelmed if the donor profile contains vast amounts of data. However, our testing was primarily on bloated profiles containing tons of test data, we anticipate profiles that are more normal to perform much better.
The speed to answer questions that are asked is generally decent, 5-15 seconds for most queries where the profile is not bloated and the request is clear. More creative requests can take longer.
How to Make Best Use of the Functionality
The best use cases involve questions that do not involve math or computation. For example, on a test profile, I asked this question: “Give me a brief summary of their relationship with us, based on their profile and giving history. What seems to interest them the most?” The response was as follows (remember, based on lots of test data that’s completely made up. We’ve also edited the response to shorten it for this post:
Who is Joshua Smith?
The person behind the Joshua and Audrey Smith account, is a cousin of Andrew and Sarah Smith.
A long‑time supporter who has been giving to our organization for several years.Giving history (overview)
[Table of recurring gifts went here]
The recurring line shows a very steady commitment of roughly $200 per month – a reliable source of cash flow for the next few years.
Past one‑time gifts show that Joshua was willing to give larger sums ($150–$185) when he felt it warranted.
Other ways Joshua engages
Annual 5K & Fun Run
- Signed up for several race entries (IDs 58‑60, 70‑72 etc.).
- Attended the event on Feb 26 2026 and is listed as a participant on multiple tickets.
- Also registered via the “run” form that had no fee (the 5k itself was free).
Volunteer Work: Several volunteer slots over 2017‑2024 – especially event setup, registration desk and support staff roles.
Bottom line
Joshua Smith is a stable, long‑standing supporter who gives through both monthly recurring contributions and event participation. He’s especially drawn to the Annual 5K & Fun Run and to involvement in grant‑related work—activities that combine fundraising with community outreach. Keeping him updated on those events and acknowledging his regular gift will help maintain this strong relationship.
The interesting thing to us was the information that it picked up on that we completely forgot about, such as the cousin relationship that defined under the relationships tab. The major oversight that it made was that many of the one-time gifts on the profile (there are a lot of them) were ignored, and it honed in on the recurring gifts only. That said, that falls under the “don’t ask for math or computation” rule.
A help article has been published here that gives some ideas you can experiment with. As we’re not collecting any data (other than the opening of the widget and when the send button is pressed), we’re counting on you to provide us with feedback! If this feature is important to you, please let us know.
Improvements
Donations:
- The donations listing now shows clearly if a donation was made anonymously.
Donation Forms:
- A “Pay Later” option can now be enabled for donation forms so that you can allow donors to pledge online even if they’re not comfortable with using a credit card.
Emails:
- The graphical email editor contains a new element that contains a customizable pre-built rows/columns setup with text, a button, and image pre-defined. You have choices for sizing and alignment of the image (left or right). This makes building the layout faster.
Registration Forms:
- Exporting registration form submissions now lets you pick and choose which fields to export.
- Fees are shown now before the payment step so that users aren’t surprised if you require them to cover the transaction fees.
- The registration form submissions table now lets you search the submitted data letting you find ticket purchasers more easily.
- A new “check in” process has been created, allowing you to check in users so that you can track more easily who attends. In cases when a family of 4 registers but only 3 come at once and dad comes late, you will now know that 3 already entered and 1 more is expected. The check in can be done by searching the registration list, or by adding a QR code to the email sent out when registration is complete that will open a special check in link when scanned.
- The headline and button can be customized so that if “Register” isn’t appropriate for your use case (IE selling tickets) you can change the wording to say Buy Now for the headline and Pay Now for the button, or something similar.
- Additional merge fields for registration forms have been added, including the last 4 digits of a card.
As always, if you have any suggestions for further changes, we would welcome them! Write us at [email protected].