M
Margin AI
Prepared for the Community Foundation of Wabash County

The Wabash County
AI Ecosystem

Built for the Community Foundation of Wabash County

Prepared by Shane Waters  ·  Margin AI Consulting

CF Desk
Grant & Donor Intelligence
Modoc AI
24/7 Community Concierge
County Ecosystem
Three Orgs. One Platform.
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The Reality

10 People. 450+ Funds.
Every Hour Counts.

450+
Funds to track

Grants, scholarships, donor-advised, endowments — all managed by a 10-person team

7 Days
Grant processing time

Manual grant screening pulls staff away from the mission work that actually matters

1 Person
Managing all donors

One development associate carrying every donor relationship across hundreds of funds

17+5
Board members & committees

Board prep packets for 17 directors and 5 committees, assembled by hand every cycle

Weeks
Spent on 990 compliance

Annual 990 documentation consuming weeks of staff time that could fuel community impact

$4.1M
In grants paid annually

Every hour of staff efficiency lost to admin work is an hour not driving community investment

The Solution

AI-Powered Intelligence
Built for Your Foundation

Six purpose-built modules working together. One system designed around how community foundations actually operate.

Explore the Live Demo · cfwabash.marginai.app

Access code: 220317

Grant Management Pipeline

Track every application from submission to award. Automated screening, status updates, and grantee follow-up in one view.

Donor Intelligence Dashboard

Every donor relationship in one place. Giving history, capacity signals, stewardship touchpoints, and next-action prompts.

Impact Metrics Visualization

Transform grantee reports into compelling data stories for your board, donors, and annual report — automatically.

Board Portal

Packet prep done in minutes, not days. Agendas, financials, fund summaries, and committee reports — ready to go.

Scholarship Command Center

Manage all scholarship cycles end to end. Applications, reviews, awards, and recipient tracking from Imagine Early to Imagine One 85.

Compliance Tracker

990 prep, fund agreements, and audit documentation organized year-round. No more annual scramble.

Peer Validation
This is fabulous to pull from. The presentation feature is perfect. It’s not so deep that you’re trying to oversell it.
CF
Christine Flohr
Executive Director, Visit Wabash County
Already using her own Desk — live and in production
VWC Desk is live — Christine’s team uses it every day

Christine is your fellow ThriveIN co-host. She’s already been through the exact same experience you’re about to have — and she wants Alex to have it too.

Alex is next
Modoc AI

Meet Modoc.
Your 24/7 Guide.

Named after Wabash County’s most famous resident — Modoc the elephant, who never forgot a thing. An AI concierge embedded directly on cfwabash.org, answering questions about the Foundation around the clock.

Always On
Answers grant questions, event info, and Foundation inquiries 24/7 — even at 2am
Smart Routing
Complex questions get routed to the right staff member automatically — with full context
Lead Capture
Visitors become contacts. Modoc captures names and emails for follow-up, hands them off to your team
Foundation-Specific
Trained on your programs, your funds, your services — not a generic chatbot, a CF expert

Three build options

Website Widget

Basic Q&A bot embedded on cfwabash.org. Handles common questions, links to resources.

+ $80/mo maintenance
$3,500
one-time build
Recommended
Full Concierge

Complete Modoc experience. Smart routing, lead capture, CF-trained knowledge base, monthly updates.

+ $120/mo maintenance
$6,500
one-time build
County-Wide Platform

Modoc deployed across the county ecosystem — CF, VWC, and partner organizations. Shared intelligence layer.

+ $150/mo maintenance
$12,000
one-time build
The Big Picture

Three Organizations.
One Integrated Platform.

Together, these tools position Wabash County as the most technologically advanced small county in Indiana.

VWC Desk
Tourism + Events
Live — Christine’s team
Modoc AI
Community Concierge
Available 24/7
CF Desk
Grants + Donors
Ready for Alex
Wabash County — where community investment and technology meet.
Return on Investment

The Numbers That
Speak for Themselves

up to
870hrs
Staff Hours Saved Per Year
510–870 hours recovered from manual admin tasks
up to
$17,400
In Recovered Staff Time
At $20/hr — money that can fund more grants
2 days
Grant Processing Time
Down from 7 days. Industry-proven benchmark.
up to
30%
Donor Retention Improvement
Industry benchmark from AI-assisted stewardship
The Real Multiplier
$205,000
in additional community impact

Even a 5% improvement in grant outcomes on $4.1M in annual grants creates outsized impact.
That’s the grant lift that gets a new program funded, a scholarship extended, a family changed.

ROI data sourced from Foundant 2025, charity:water case studies, and CF industry benchmarks.

Investment

Priced for Mission,
Built for Impact

Less than what you’d pay a part-time intern, with 10x the output.

Starter
$497/mo
Get started with AI intelligence
  • Core grant dashboard
  • Donor overview
  • Fund tracking (450+ funds)
  • Basic impact reports
  • Email support
Start Here
Most Popular
Professional
$997/mo
The complete CF Desk experience
  • Everything in Starter
  • Board portal + packet builder
  • Scholarship command center
  • Compliance tracker (990 prep)
  • Advanced donor intelligence
  • Priority support
Recommended
Enterprise
$1,997/mo
For growing foundations
  • Everything in Professional
  • Custom integrations (Blackbaud, GrantInterface)
  • Dedicated build hours
  • Multi-department rollout
  • White-glove onboarding
  • Quarterly strategy sessions
Full Suite
Our Commitment

5x ROI within 90 days,
or we keep working.

If you don’t see a 5x return on your monthly investment within 90 days — measured in staff hours recovered, grant cycle improvements, or board prep time saved — we continue building and optimizing at no additional cost until you do.

No fine print
No expiration
No risk

Built by someone who has worked with Wabash County organizations long enough to know what success actually looks like here.

Ready to See It

Ready to See
It in Action?

The live demo is built for the Community Foundation. Walk through every module, every data view, every workflow.

SW
Shane Waters
Margin AI Consulting  ·  Wabash, Indiana
hello@marginai.consulting

Built by someone who believes in Wabash County as much as you do.

Live demo access code:  220317