Nextiva for Nonprofits

Build the nonprofit relationships
that drive the mission.

Connect with donors, volunteers, and communities in one platform — so your team responds faster and focuses on your mission.

AI Incoming Call Patricia Hensley — Recurring Donor
now
XBert
AI AI Action XBert routed to Donor Services — payment update
3s ago
AI Volunteer Update 6 volunteers confirmed for Saturday gala
1m ago
AI Follow-up Sent Thank-you text sent to Patricia — 48hr window
2m ago
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From local charities to national nonprofits, mission-driven organizations trust Nextiva

Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Nextiva for Nonprofits

More engagement. More donations. Same team.

85% of supporters who don’t get a response never try again. XBert AI engages donors, routes volunteers to the right team, and sends thank-you messages within the 48-hour window that increases repeat donations by 400%. Your team focuses on impact, not intake.

Get a Demo
Patricia
Patricia Hensley AI Increase monthly donation… Routed to donor services
4m
Robert
Robert & June W. AI Volunteering at the gala… AI Handled
22m
Community Foundation
Community Foundation Grant application follow-up… In Progress
45m
Angela
Angela Torres Family services program… Needs Reply
1h
XBert AI Patricia Hensley
XBert AI + Patricia Hensley AI Handled Call · Donor Services 4m ago
XBert AI routed this donor to services team
Hi, I’ve been donating $25 a month and I’d like to increase it to $50. I also have a new credit card. 2:41 PM
Thank you for calling Hope Bridge Foundation! That’s wonderful, Patricia. Thank you for your generous support. I’ll connect you with our donor services team right away. 2:41 PM
That would be great, thank you. 2:42 PM
They’ll update your recurring gift and payment information securely. One moment while I transfer you. 2:43 PM
Donor Info
Patricia Hensley
Patricia Hensley
patricia.hensley@email.com
Recurring Donor Payment Update
Recent Activity
AI handled call Just now
Routed to donor services Just now
Thank-you text sent 1 min ago
Donor Details
3yr Donor Since
$50/mo Recurring
Sentiment
Positive
+1 (555) 123-4567
DONOR ROUTED
3m 47s
Caller
AI Summary
Answered by XBert AI
SUMMARY

Patricia Hensley called to increase her monthly recurring donation from $25 to $50 and update her payment card on file. Routed to donor services for secure payment processing. Donor has been giving monthly for 3 years.

FOLLOW-UP
Today 2:30 PM
TAGS
Recurring Donor Payment Update Upgrade
XBert AI Resolutions
28
Calls
9
Donations
6
Volunteers
14s
Response

Donors get through, even during events

When your team is at a gala, in the field, or stretched thin, XBert answers and connects supporters with the right person.

Program questions, answered instantly

AI handles common inquiries about your programs, volunteer opportunities, and upcoming events. Your team stays focused on your mission.

Donor routing that runs itself

AI answers common questions, routes donors to the right team, and schedules volunteer follow-ups without staff picking up the phone.

Works with Salesforce, HubSpot, and more

Integrates with the CRM, email, and donor management tools your organization already uses. No rip and replace.

Works with your organization's favorite tools

Salesforce HubSpot Microsoft Teams Google Workspace Zendesk Microsoft Outlook Slack Google Sheets Jotform Mailchimp Salesforce HubSpot Microsoft Teams Google Workspace Zendesk Microsoft Outlook Slack Google Sheets Jotform Mailchimp Salesforce HubSpot Microsoft Teams Google Workspace Zendesk Microsoft Outlook Slack Google Sheets Jotform Mailchimp Salesforce HubSpot Microsoft Teams Google Workspace Zendesk Microsoft Outlook Slack Google Sheets Jotform Mailchimp

The numbers behind donor engagement.

Hear XBert in Action

XBert AI handles real conversations.

Listen to XBert handle real conversations across industries. It understands intent, responds naturally, and resolves issues on its own.

Restaurant reservation

Hear XBert confirm reservations and answer menu questions for a busy restaurant.

Press play
0:00
AI Resolved Reservation confirmed

Healthcare appointment

Experience XBert scheduling patient visits and managing after-hours calls for a medical office.

Press play
0:00
AI Resolved Appointment booked

Legal client inquiry

Hear XBert qualify new client inquiries and route to attorneys with full context.

Press play
0:00
AI Resolved Qualified and routed
How XBert Works

Smart routing.
No complex setup.

XBert handles donor and volunteer inquiries across every channel, providing program information, processing donation questions, and routing by campaign, need, and urgency so your team stays mission-focused.

Community Inquiries
"How can I make a donation?" "I'd like to volunteer for the food drive" "What programs do you offer for families?" "Can I get a tax receipt for my donation?" "I'm a monthly donor — can I update my payment info?" "We'd like to sponsor your annual gala" "What are your office hours?" "How do I apply for your scholarship program?"
XBert AI
XBert AI
Looking up donor record… Routing to donor services… Confirming volunteer availability… Sending tax receipt… Scheduling follow-up call… Looking up donor record…
Donor Routed to Team AI Resolved
Question Answered AI Resolved
Volunteer Signed Up Routed to Team
Easy Setup Learns Your Organization Adapts to Your Workflows You Stay in Control
Trust & Security

Built to perform.
Built to protect.

XBert is built on Nextiva's enterprise-grade infrastructure. Your donor data stays safe, conversations stay confidential, and you stay in control.

Always on. Always reachable.

Redundant data centers and carrier-grade infrastructure mean your phones stay up during year-end giving, telethons, and disaster response. No call goes unanswered because of a system failure.

Redundant Data Centers Zero Downtime Porting

Donor data, locked down

SOC 2 audited infrastructure and encrypted communications protect donor records, payment information, and contact data. HIPAA-compliant options available for health-related nonprofits.

SOC 2 Audited HIPAA Available

Secure donation processing

Accept donations and process payments over the phone with PCI-DSS certified security. Card data is encrypted end-to-end so you can focus on your mission, not compliance.

PCI-DSS Certified End-to-End Encryption

Certified by experts

Nextiva meets the highest security and compliance standards to protect your communications.

SOC 2 Type II Certified PCI DSS Compliant TLS/SRTP Encryption TCPA Compliant Call Recording Compliance Cloud Security Alliance
Platform Features

Every feature your organization needs. AI built in.

Unlimited Calling

US and Canada calling included with every plan.

Business SMS & MMS

Text donors and volunteers from your organization's number.

Auto Attendant & IVR

Route callers to donor services, volunteer coordination, or programs.

Call Flow Builder

Design routing with office hours, event schedules, and priority rules.

Voicemail Transcription

Read voicemails as text between events, meetings, and site visits.

Mobile App

Your organization's phone system in your pocket. iOS and Android.

Call Forwarding

Route calls to any number when you're at events or in the field.

Caller ID

Show your organization's name on every outbound call.

Call Recording

Record donor and volunteer calls with automatic archiving.

AI Transcription

Every call transcribed and searchable for donor records and compliance.

Conversation History

Full donor communication thread across calls, texts, and emails.

Team Collaboration

Internal messaging between program staff, volunteers, and leadership.

Video Conferencing

Secure video meetings for board meetings and donor consultations.

File Sharing

Share documents securely in any donor or volunteer conversation.

Conference Calling

Multi-party calls for board meetings, telethons, and volunteer coordination.

Contact Import

Bring in your Google and Outlook contacts automatically.

XBert AI Receptionist

Answers calls 24/7, routes donors and volunteers, and answers program questions.

Call Summaries

AI-generated recaps with donor details after every call.

Smart Routing

AI routes calls by department, urgency, and staff availability.

Sentiment Analysis

Detect caller urgency and emotional state in real time.

Automated Follow-ups

Thank-you texts, donation confirmations, and volunteer reminders sent automatically.

Voice Analytics

Track call volume, missed calls, and donor engagement metrics.

Call Pop

See donor details and giving history the moment the phone rings.

Number Porting

Bring your existing organization numbers to Nextiva with zero downtime.

AI Workforce

XBert: Your AI workforce

AI that resolves routine interactions so your team can focus on your mission.

Learn more
Command Center

NEXT: Your command center

The command center for the agentic era. Manage your teams and your AIs in one place.

Learn more
FAQs

Frequently Asked Questions

Can AI handle donor calls without sounding impersonal?

Nextiva’s AI agent answers with your organization’s name and voice, provides helpful responses to common questions (hours, programs, how to donate), and routes donors to your team when the conversation needs a personal touch. Donors who need to update payment info or discuss major gifts are immediately connected to a human.

Will Nextiva work with our donor CRM like Salesforce or Bloomerang?

Nextiva integrates natively with Salesforce (including Nonprofit Cloud) and HubSpot. For nonprofit-specific tools like Bloomerang, connections are available through Zapier, which lets you automatically log donor calls, create contact records, and trigger follow-up workflows. Our team helps configure these during onboarding.

How does Nextiva help with fundraising events and telethons?

Nextiva powers virtual phone banks for fundraising events, scaling from small volunteer teams to hundreds of simultaneous callers. Organizations like United Way and Opération Enfant Soleil have used Nextiva to manage high-volume donor call campaigns. The platform handles call routing, real-time dashboards, and automatic logging so your volunteers can focus on connecting with donors.

How fast can we get started?

Most nonprofits are up and running within 1–2 days. You keep your existing phone number (porting is free and seamless), and our onboarding team configures your AI agent, call routing, and integrations. No special hardware is required.

Can we keep our existing phone number?

Yes. We port your current number at no cost with zero downtime during the transition. Your donors, volunteers, and community members continue reaching you at the same number they already know.

Is this within reach for a small nonprofit’s budget?

Nextiva serves nonprofits of every size, from local organizations to national operations like the Orange County Rescue Mission. Pricing is straightforward with no hidden fees. Many nonprofits offset the cost through improved donor retention — research consistently shows that personal outreach like thank-you calls significantly increases repeat giving rates.

How does AI know when to route a call to a human vs. handle it?

The AI handles routine inquiries — hours, directions, program information, event details. It recognizes sensitive topics (major gift discussions, complaints, crisis calls, beneficiary needs) and immediately routes those to the appropriate team member with full context from the conversation. You control the routing rules.

See how Nextiva works for your nonprofit.

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Rated by 8,000+ verified customers on Trustpilot

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Businesses trust Nextiva for their communications

Our whole operation is dependent on Nextiva. It's reliable, consistent, and easy.

Jim Palmer CEO, Orange County Rescue Mission
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