AureateGift reviewSample data
Gift #4821 coded to the wrong fund
Fund ENG-SCH is restricted to engineering scholarships; this gift's agreement names the library.
Fix ready: move to LIB-ENDSource: gift agreement, §2
For Advancement teams
Automate the Advancement admin work that depends on knowing how your school does things.
Gift review, duplicate cleanup, fund compliance and reporting, built on your own policies and exceptions. Works from the exports you already produce.
Think about the Advancement admin work that takes forever today.
The work where the answer is spread across Blackbaud or Salesforce, your ERP or finance system, gift agreements, policies, spreadsheets, and reports.
And where getting it right depends on knowing the way your institution does things — the rules, definitions, exceptions, formatting, and history that only a few people really know.
Maybe it's:
reviewing gifts and catching what doesn't look right
reconciling Advancement and Finance
building recurring or ad hoc reports
reviewing gift agreements
checking whether restricted funds can be used for a request
cleaning up constituent data
answering questions that pull together several systems
Today, that work usually means exports, giant spreadsheets, manual checks, emails, and waiting on the person who knows how it's supposed to work.
Now you can automate — or dramatically compress — that work.
Aureate first learns how your institution does it: your rules, definitions, agreements, exceptions, approval requirements, formatting, and historical decisions.
Then give it the same messy inputs your team works with today:
- Drop in the 400-column spreadsheet.
- Give it the gift agreement.
- Connect the Advancement and Finance exports.
Ask:
What's important?
What doesn't add up?
What am I missing?
What requires my attention?
Aureate does the first pass, explains what it found, and gives your team something ready to review.
Teach it once. Use that knowledge across the work.How it works
01
Your data and documents
- CRM
- ERP / Finance
- Gift agreements
- Policies
- Spreadsheets
- Reports
02
Aureate learns how your institution works
- Rules
- Definitions
- Exceptions
- History
- Approvals
- Formatting
03
Aureate does the work
- Reviews
- Reconciles
- Checks
- Drafts
- Finds exceptions
- Answers questions
04
Your team reviews what matters
You approve every change.
Spend less time managing the work. More time moving Advancement forward.
Aureate doesn't just make administrative work faster. It gives your team better information, sooner — and creates more capacity for the work that actually advances the institution.
Build stronger pipelines
Surface the donors, opportunities, gaps, and signals buried across your data so teams know where to focus next.
Put more time back in front of donors
Spend fewer hours pulling reports, reconciling spreadsheets, checking agreements, and chasing down answers.
Act on better information, faster
Turn fragmented data into accurate, timely answers your team can actually use — without waiting days for a report.
Catch problems before they spread
Find miscoded gifts, inconsistencies, missing information, and exceptions before they create downstream cleanup.
Move work without waiting on the one person who knows
Make institutional rules and working knowledge available to the whole team instead of bottlenecked in a few experts.
Do more with the team you already have
Compress repetitive administrative work so Advancement Services, Finance, Donor Relations, and frontline teams can spend their time on higher-value work.
Less administrative drag. More capacity for Advancement.
Why hasn't this been automated before?
Because connecting the systems isn't the hard part. The hard part is knowing how your institution interprets what's inside them.
Blackbaud, Salesforce, your ERP, and your reporting tools each handle important parts of the process. But they were built primarily to record, manage, and move information within their own systems.
They don't automatically know:
- what a fund code means at your school
- how you interpret a particular donor restriction
- what qualifies as an exception
- which approval threshold applies
- what your team means by “active donor”
- how this report is supposed to be formatted
- what happened the last time your institution handled a similar case
That knowledge has traditionally lived in policies, agreements, spreadsheets, historical decisions, and people's heads.
Aureate makes that knowledge usable by software. That's what turns hours of manual interpretation into a review-and-approve process.
Keep everything you already use.
Aureate works with your CRM, finance system and giving tools exactly as they are. No migration, no new CRM, no integration project. Switch vendors later, and Aureate comes with you.
Vendor-neutral
Change nothing about your tools
Works with any export
Survives a CRM migration
University-owned
Model-independent
Deployable privately