AI for nonprofits and foundations

What Soren takes on

Where the work slows down for nonprofits and foundations

Where Soren usually starts for nonprofits and foundations. Your team reviews and approves; Soren does the collecting, checking, drafting, and routing.

01 / 04Where we start

Overview

Built on a company brain: your documents, systems and procedures, answered with sources.
Where most teams start: application review, grantee briefs, and new-hire onboarding.
Connected to Salesforce, grant management, shared drives, and email.
These are starting points. We build what matters most for your business.

Your teamEvery decision stays with your people; the agent does the handling in between.

Today at the foundationSoren

8:30
Salesforce
212 scholarship applications screened overnight
9:15
Grant management
Renewal brief prepared for Riverbend Literacy
10:40
Email
Missing transcripts requested from 9 applicants
11:30
Salesforce
14 applications ready for final review
Needs reviewers

Connected to Salesforce · Grant management · Shared drives · Email

02 / 04Workflow

Application review

Checks aid letters, transcripts and GPA minimums
Flags anything missing and follows up
Writes a short summary of each applicant in Salesforce

Your teamStaff make every decision

Application reviewSoren

J. RiveraScholarship · Class of 2027

Financial-aid letterDone
TranscriptDone
GPA minimum (3.0)3.6
Recommendation letterRequested

Summary

First-generation student with strong STEM grades and family income within the need band. One recommendation still missing.

Open for decisionStaff make the decision

03 / 04Workflow

Grantee briefs

Pulls every grantee's history from Salesforce, Drive and email
Prepares briefs for due diligence, renewals and memos
Spots risks early, like late reports or leadership changes

Your teamProgram staff write every recommendation

Grantee brainSoren

Riverbend LiteracyGrantee since 2021 · $45,000 a year

Program: Early reading in 3 schools
Last report: On time; reading scores up 12%
Leadership: New executive director in June

Budget shortfall noted in the Q2 report

SourcesGrant fileQ2 reportEmail, September

04 / 04Workflow

New-hire onboarding

Gives every new hire a self-paced first week
Covers history, mission and how your grantmaking works, with a quiz after each module
Answers questions like who decided and who to contact

Your teamYour team owns every module

Your first weekSoren

3 of 5 modules

Day one: logistics
Our history
Quiz 5/5
Mission and values
Quiz 4/5
How we make grants
In progress
Your role

Ask anything: why a decision was made, and who to contact

How it works

How we work with nonprofits and foundations

01
AI Transformation Assessment
A 30-minute call, then a working session with your team. You leave with a one-page roadmap: what we build first, the timeline, and how we'll measure it.
02
First workflow live in 2–3 weeks
Our engineers build inside the systems you already use, usually starting with your company brain, and your team approves every step it takes.
03
Engineers stay embedded
We run what we built, measure it against the roadmap, and move on to the next workflow that matters most for your business.

Don’t see your workflow? We build a company brain and workflows for any team. Let’s talk.

Frequently asked questions

Does it work inside Salesforce?

Yes. Soren builds inside the Salesforce instance and grant tools your team already uses, so reviews, summaries and follow-ups land where staff already work.

Does the AI decide who gets funded?

No. Soren does the first pass: checking documents, flagging what's missing and summarizing. Staff and the board make every funding and scholarship decision.

Where does applicant and donor data live?

In your environment. Everything we build is deployed in your own cloud, nothing is stored on our side, and Soren is SOC 2 certified.

We're a lean team. Is this a fit?

Often the best fit. Lean teams with seasonal crunches, like application cycles or board reporting, get the most back. Most engagements start with one workflow, live within two to three weeks.

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