Industry Templates
Ten worlds.Each one already knows what matters.
Pick a template and HumanOS arrives preloaded — the right vocabulary, the right rituals, the right dashboards, the right AI instincts. Day one feels like year three.
Fundraising template
Donors aren't a pipeline. They're a community you steward.
Vocabulary it speaks
DonorStewardAskGiftPledgeChampion
Dashboard, preloaded
Giving readiness
84
/ 100 portfolio
Stewardship debt
12
thanks overdue
Lifetime gifts
$1.84M
Donors at risk
7
going quiet
Metrics that matter here
Giving Readinesssignal 01
Stewardship Ratiosignal 02
Pledge Fulfillmentsignal 03
Donor Retentionsignal 04
Wealth × Affinitysignal 05
Champion Scoresignal 06
Workflows, already wired
- Major-gift cultivation arc (12 touches, 9 months)
- Lapsed-donor re-engagement, gentle re-entry
- First-gift welcome series, no second ask for 60 days
- Board-prep brief for every donor meeting
- Post-event thank-you cascade within 48h
AI suggestions it makes on day one
- "Amara is 94% ready for a $25K ask. Last gift +3y, two reciprocal touches recommended first."
- "Send a handwritten card to David before Friday — anniversary of his founding gift."
- "Marcus replied warmly to last update. Now is the moment for the capital ask."
Templates are starting points, not cages
Every template is forkable. Your team's version becomes the standard.
Compose, don't pick. A family office can run Financial Advisors + Fundraising side by side.
Localized vocabulary. Templates ship with the words your industry actually uses — no "leads" in fundraising, ever.
Custom is one click. Fork any template, tune the metrics, save it to your workspace, ship it to your team.