Values, Causes & Strategy | Donor Advising Agent

🎯 Default Value Priorities

CAP Framework (GS-839): "Your Seat at the Planning Table" — the agent starts from the donor's identity, faith, family story, and core motivations before suggesting any vehicles.

Which motivations should the agent prioritize when classifying donors?

Faith

Justice / Equity

Gratitude

Legacy

Community Loyalty

Effectiveness

Family Tradition

🌍 Default Cause Area Priorities

Select which cause areas should be emphasized by default. Donors will have their own preferences, but this shapes the agent's starting point.

🔧 Vehicle Recommendation Rules

CAP Framework (GS-849): The toolkit — DAFs, CRTs, CLTs, private foundations, gift annuities. These rules control when the agent recommends complex vehicles.

Default Complexity Threshold

Simple Only

Moderate

All Vehicles

Min. Annual Capacity for Complex Vehicles ($)

Always flag when professional counsel is required

🏳️ Equity & Community-Centric Module

Enable Equity & Community-Centric Mode

Adds justice, equity, and community-power questions to donor profiles when signals are detected.

Default Equity Interests to Surface

Racial Equity

Economic Justice

Indigenous Rights

Community-Led Solutions

Default Community Practices

Prioritize general operating support Recommend multi-year commitments Suggest shared decision power with community