How it works

From hello to follow-up, all in one conversation.

Fern guides you through the fundraising day the way a great coach would, one focused step after another.

1

Fern greets you and learns the goal

Open Fern and it welcomes you by voice, then asks what you want to focus on. Tell it your goal for the day, the quarter, or a specific donor.

“What would you like to focus on today?”

Fern: “Hi, I’m Fern. What would you like to focus on today?”

Press to speak or type…
2

It reflects back what it heard

Fern confirms your organization, role, and target so you both start aligned. No setup forms, just a conversation.

“Got it. I’ll keep these in mind as we work together.”
What I’ve learned so far
Organization: GreenFuture Initiative
Role: Development Director
Goal: Increase major gifts
Target: $2M by Dec 31
3

Pick a donor, get the brief

Ask about a prospect and Fern surfaces the essentials, capacity, relationship, interests, and the suggested next move.

“Paul is a strong major-gift prospect. Want to reach out?”
PTPaul ThompsonBoard Member · Major GiftNext: May
MDMaria DelgadoMajor Gift
JCJames CarterMajor Gift
Relationship
Strong
Capacity
$75K / 3 yrs
Interests
Education
Last contact
Apr 23
4

Approve the action by voice

Fern drafts the email or preps the call. Refine it or send it, then it logs the interaction and schedules your follow-up.

“Sent. I’ll remind you to follow up in May.”
Topaul.thompson@example.com
SubjectPartnering with GreenFuture
Hi Paul, I wanted to share an opportunity to deepen our impact together this year, building on the equity work you care about…
Use Fern suggestion Send

See it for yourself.

Walk through the entire Fern experience in an interactive demo, no account needed.

Open the live demo

Give your team a coach, not another tool.

Fundraise one focused conversation at a time.

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