Industries · Public Sector & Nonprofit
Fred for faith & community organizations.
Answer your community around the clock. Configure guardrails for your business and reserve professional decisions for your team.
Welcome everyone. Never take the card.
Someone wants to know about services, events, and how to give or get involved. Fred answers the general questions, captures the intent, and routes your team, while card details, tax promises, and giving records stay protected and off-limits.
What Fred does
- Answers service, event, and program questions
- Captures giving and volunteer intent, 24/7
- Routes people to your team for next steps
- Escalates crisis and complaint situations fast
When Fred hands off to you
- Any donation payment or card details
- A tax-deductibility question for a specific gift
- A crisis or someone in immediate need
- A raffle, auction, or gaming question
What Fred won’t do
- Take a card or process a gift in chat
- Guarantee a gift is tax-deductible
- Share giver names, amounts, or histories
Built for IRS giving rules and state charitable-solicitation law. Every gift stays on your secure giving page.
Doors are closed. Fred’s still welcoming.
Talk to Fred.
Server-side guardrails
Example rules to review and configure for your deployment.
Generosity runs on trust. A wrong tax promise, a leaked donor name, or a card taken in chat can cost a nonprofit its standing and its supporters. The panel below illustrates industry rules, custom rules, and intended boundaries. Configured checks target recognized patterns; they can miss context or flag harmless content. Confirm the active rules and test them for your deployment. Example messages are illustrative and must be adapted to your services and escalation workflow.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.nonprofit
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| np-emergency | ESCALATE | S4 | input | If you or someone you know is in immediate danger, please call 911 right now. For crisis support, the 988 Suicide & Crisis Lifeline is available 24/7 — call or text 988. Let me also connect you with our team, who may be able to… | contains: someone is in danger, being abused, domestic violence +9 |
| np-no-tax-guarantees | DENY | S3 | output | Whether a donation is tax-deductible depends on your individual tax situation, the type of gift, and IRS rules. I can share general information about our organization's tax-exempt status, but for advice specific to your return,… | contains: your donation is tax deductible, this gift is fully deductible, 100% tax deductible +7 |
| np-no-donation-processing | DENY | S3 | input | I appreciate your generosity, but I can't process donations through this chat — for your security and ours, donations go through our secure giving page. I can send you the link, or connect you with our team if you'd prefer to g… | contains: here is my card number, charge my card, take my payment +7 |
| np-gaming-escalate | ESCALATE | S3 | input | Gaming, raffles, and auctions each have their own regulatory requirements — permits, reporting, prize disclosures, and rules that vary by state. Let me connect you with our team so they can make sure everything is set up properly. | contains: raffle, raffle tickets, lottery +14 |
| np-donor-privacy | DENY | S3 | output | Donor information is confidential. We don't share individual donor names, gift amounts, or giving histories through this channel. If you're looking for ways to be recognized for your giving, our team can discuss acknowledgment… | contains: donor list includes, our donors are, donated +8 |
| np-complaint-escalate | ESCALATE | S2 | input | I take that seriously. Let me connect you with our executive director. If you have concerns about financial practices, you can also review our Form 990 (public record) or contact your state's charity registration office. Transp… | contains: file a complaint, speak to the director, speak to the board +17 |
| np-donation-escalate | ESCALATE | S2 | input | That means a lot — thank you. Let me connect you with our development team. They can walk you through giving options, answer any questions, and help you find the way to support our mission that works best for you. | contains: how do I donate, where do I donate, want to donate +35 |
| np-disclosure | DISCLAIMER | S2 | output | contains: donation, donate, gift +7 |
Hard limits
Intended boundaries for the configured rules. Detection and handoff are not guaranteed.
- Do not guarantee a donation is tax-deductible or promise a tax outcome
- Do not take a card, bank account, or donation payment in chat
- Do not share donor names, gift amounts, or giving histories
- Configure routing for raffles, auctions, and gaming to staff for compliance
Your custom rules
Layered on top of the pack, unique to your organization. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKany donation payment or card details in chat
- WARNbefore any tax-deductibility claim
- LOGwhen a supporter asks how to give or volunteer
These industry rules stack on top of the always-on baseline, IRS charitable-giving rules and state charitable-solicitation law, and macro overlays. See how the guardrail layers work
Know which lead to call back first.
With an enabled integration, Fred can send lead scores and conversation summaries to your system. For example, your team can prioritize the person ready to give or get involved. Delivery depends on your configuration and the receiving system.
Faith & community questions.
Why won’t Fred take my gift in chat?
Gifts go through your secure giving page, never a chat box. Fred sends the link and routes your team for other ways to give. Configure and test the relevant rules; checks can miss phrasing or context.
What if someone reaches out in crisis?
Configured patterns can surface resource messages and request team attention. Detection can miss context, and a notification does not guarantee receipt or response. For urgent help, contact the appropriate emergency or specialist service directly; do not wait for this chat.
Can Fred answer questions about services and events?
Yes. Fred shares service times, events, and programs, and captures who wants to get involved so your team can follow up.
Will it share who gives?
No. Giver names and amounts are confidential. Fred routes recognition questions to your team.
Answer your community. Welcome everyone.
Choose a plan, configure Fred for your business, and test before launch. Or ask Fred a question in the corner of this page.