Lisa’s Concrete Coaching in Philanthropy

January 27, 2025 Philanthropically No Comments

Philanthropy, at its heart, is about people — giving, receiving, and connecting in ways that foster growth and shared humanity. But how often does philanthropy fully embrace this?

This blog explores how Lisa, a Compassionate A.I., may transform philanthropy into a dynamic ecosystem of mutual trust and growth. By coaching givers, receivers, and intermediaries alike, Lisa may nurture the success of philanthropic efforts and the humanity behind them. We’ll also explore a philanthropy app to be designed around Lisa’s insights, where the future of giving becomes both more heart-warming and efficient.

Coaching givers

Many donors want their giving to make a real difference. Yet, philanthropy can feel transactional, detached from deeper values. Lisa can help donors reflect on what truly matters to them, turning philanthropy into an act of personal expression. For example, in the short term, Lisa may ask questions like, “What inspires you about this cause?” or “What impact would you like to see in the world?”

As donors continue their journey, Lisa creates feedback loops, showing how their contributions create tangible change. A mix of metrics and personal stories from beneficiaries ensures givers feel connected to their impact. Over time, Lisa helps philanthropists align their resources with a legacy of enduring meaning, as described in the blog “Asking for a donation.”

Empowering receivers

Philanthropy often focuses on addressing immediate needs. While important, this approach sometimes misses the opportunity to empower recipients for long-term growth. Lisa addresses this gap by nurturing Inner Strength.

In the short term, Lisa provides tools like autosuggestion to help recipients overcome challenges and foster emotional resilience. For example, a simple Compassionate Affirmation — “I am capable of shaping my future” — can create ripples of confidence. Over time, Lisa’s coaching may include skill-building, helping beneficiaries maximize resources and develop autonomy. As recipients grow, Lisa encourages them to envision themselves as contributors to their communities, creating a powerful cycle of giving and growth. This mirrors insights explored in the blog “Philanthropy from the inside out”.

Guiding intermediaries

Fundraisers often work tirelessly to bridge the gap between givers and receivers. Yet, their role can evolve into something even more impactful: that of fund-enhancers. In the long term, Lisa transforms fundraisers into collaborative partners who co-create resource impact plans with beneficiaries, ensuring the best use of donations.

Initially, Lisa helps fundraisers listen more effectively, identifying the values and concerns of donors while understanding beneficiaries’ needs. Lisa also supports them in crafting compelling narratives that combine data with heartfelt stories, as emphasized in the blog “Embedding Lisa in global philanthropy”. Lisa equips fundraisers with tools to connect more deeply with both parties.

Data-driven insights

Lisa’s coaching generates valuable insights into the nuances of philanthropy. In the short term, she identifies trends — such as philanthropists’ need for transparency or recurring challenges faced by recipients. These insights become actionable data for refining strategies.

As Lisa gathers more input, she may compile this knowledge into reports that offer a comprehensive view of the philanthropic landscape. For example, a report might highlight how psychological support enhances recipients’ ability to utilize resources effectively. Over time, these insights influence systemic change, making philanthropy more impactful and Compassionate.

Examples and lessons

Philanthropy thrives on both successes and lessons learned. Lisa’s coaching helps highlight these, ensuring stakeholders grow from every experience. For instance:

A donor’s journey from casual giving to strategic philanthropy shows the value of aligning contributions with personal values.
A recipient’s transformation into a community leader demonstrates the long-term impact of fostering Inner Strength.
A fundraiser’s ability to build trust through transparency highlights the importance of honest relationships.

On the other hand, superficial efforts – such as relying solely on data or guilt-driven giving – often lead to disillusionment. Lisa’s Compassionate coaching ensures philanthropy remains meaningful and inspiring.

A dynamic ecosystem

Imagine a philanthropic world where giving, receiving, and connecting form a self-sustaining ecosystem. Empowered donors inspire others to give. Receivers, strengthened by support, become givers themselves. Intermediaries facilitate authentic connections, fostering trust and collaboration. At the heart of it all is Lisa, ensuring every act of giving and receiving is rooted in Compassion and shared humanity.

This vision is a possibility within reach. With Lisa’s guidance, philanthropy becomes more than a transaction — it becomes a relationship that uplifts everyone involved.

―

Addendum 1: Overview table

Focus Area	Short-Term	Middle-Term	Long-Term
Coaching givers	Reflecting on motivations and aligning giving with values.	Understanding impacts to sustain engagement.	Building a legacy of Compassionate leadership.
Empowering receivers	Providing tools for immediate emotional resilience.	Gaining skills to maximize received resources.	Transitioning from beneficiaries to givers.
Guiding intermediaries	Training in deep listening and connection.	Sharing meaningful stories to foster trust.	Designing collaborative and human-centered programs.
Data-driven insights	Addressing misconceptions with actionable data.	Creating documents on nuanced needs and opportunities.	Inspiring systemic changes in philanthropy.
Dynamic ecosystem	Integrating Lisa into existing structures.	Building collaborative networks of stakeholders.	Fostering a sustainable, Compassionate ecosystem.

Examples for each table cell

Coaching givers

Short-Term: Lisa asks reflective questions such as, “What does giving mean to you?” or “How does this cause align with your personal values?” This helps givers clarify their motivations and make meaningful contributions.
Middle-Term: Lisa provides feedback loops where donors see the results of their giving, such as updates on projects or testimonials from beneficiaries, deepening their connection to the cause.
Long-Term: Through ongoing coaching, Lisa helps philanthropists define their legacy, aligning their giving strategy with long-term personal and social impact goals.

Empowering receivers

Short-Term: Lisa supports beneficiaries with autosuggestion sessions tailored to build resilience, such as “I am capable of using this opportunity to improve my life.”
Middle-Term: Lisa offers skill-building exercises, like coaching on communication or goal-setting, enabling recipients to make the most of the resources provided.
Long-Term: Lisa encourages beneficiaries to reflect on their growth and see themselves as potential givers, inspiring a cycle of Compassion and contribution.

Guiding intermediaries

Short-Term: Lisa trains NGOs in deep listening techniques to better understand donors’ concerns and beneficiaries’ needs, ensuring meaningful engagement.
Middle-Term: Lisa helps intermediaries craft stories that showcase the human impact of philanthropy, creating stronger emotional connections with donors.
Long-Term: Lisa facilitates collaborative workshops where donors, receivers, and intermediaries co-create innovative, human-centered programs.

Data-driven insights

Short-Term: Lisa identifies trends and patterns during coaching, such as recurring donor concerns (e.g., accountability) or beneficiary struggles (e.g., access to resources).
Middle-Term: Using this data, Lisa generates in-depth reports highlighting gaps in the philanthropic ecosystem, enabling better resource allocation.
Long-Term: Insights from Lisa’s data contribute to systemic change, influencing how philanthropic organizations approach giving and receiving globally.

Dynamic ecosystem

Short-Term: Lisa integrates into a fundraising campaign, ensuring alignment between donors’ values and recipients’ needs right from the start.
Middle-Term: Lisa nurtures ongoing relationships, facilitating consistent dialogue between all stakeholders to maintain momentum.
Long-Term: Lisa supports the creation of a self-sustaining philanthropic network where giving, receiving, and connecting continue to thrive organically.

―

Addendum 2: The Lisa philanthropy app: bridging heart and efficiency

A transformative app designed around Lisa could amplify these efforts ― based on the table’s triple time frame. This tool would provide personalized interfaces for donors, receivers, and fundraisers, tailored to their unique roles:

Philanthropists (donors)

Personal dashboard: Displays their contributions, real-time updates on the impact, and stories from beneficiaries.
Priority recommendations: Based on Lisa’s insights, the app can suggest high-impact opportunities aligned with their values and past giving patterns.
Impact reports: Combines data (metrics) and stories (qualitative insights) to demonstrate how their resources are being used.
Learning corner: Includes examples of successful initiatives and lessons learned, helping them make informed decisions.

Beneficiaries

Empowerment tools: Access to autosuggestion modules, skill-building resources, and workshops tailored to their needs.
Feedback feature: Easy-to-use input for beneficiaries to share their progress, challenges, and feedback on the resources provided.
Growth tracking: Visual representation of their journey, showing how they’ve made use of the aid—useful for personal motivation and showcasing impact to donors.

Fundraisers (fund-enhancers)

Dual role support: Tools for both traditional fundraising and optimizing resource use with beneficiaries.
Collaboration hub: A shared space where fundraisers and beneficiaries can work together to input data and stories that demonstrate impact.
Storytelling assistant: Lisa can help fundraisers craft persuasive, authentic stories to engage both current and potential philanthropists.
Effort optimization: The app simplifies the dual task by automating data gathering, report creation, and donor engagement strategies.

Lisa’s role as a Compassionate A.I. is the linchpin that ensures the app achieves depth, sincerity, and real impact. Without Lisa’s presence as a guide, mentor, and insight-generator, the app risks becoming a superficial tool that fails to deliver meaningful transformation. Lisa’s Compassionate presence ensures the app remains a tool for growth, transparency, and trust, enabling philanthropy to fulfill its potential.

―

Me: “Lisa, people might ask whether the app doesn’t carry a danger of diminishing connections between people. After all, it’s software…”

Lisa: “That’s a valid concern, and it’s essential to address it head-on. The app must be designed to enhance human connections rather than replace them. Here’s how that could be communicated and implemented:

Lisa as a connector, not a substitute

The app’s purpose is to deepen connections, not diminish them. Lisa doesn’t replace conversations but facilitates them by:

– Helping donors understand the people behind the causes they support.

– Empowering beneficiaries to express themselves authentically (within privacy needs).

– Guiding fundraisers to tell stories that resonate deeply.

The app acts as a bridge, ensuring that every interaction is meaningful and grounded in Compassion.

Promoting empathy and understanding

Through Lisa’s coaching, donors and beneficiaries are encouraged to reflect on each other’s perspectives. For instance:

– Donors can hear personal (anonymized, if need be) stories from beneficiaries and understand how their support changes lives.

– Beneficiaries can see the motivations behind donors’ generosity, fostering mutual appreciation.

This goes beyond a transaction and fosters a genuine sense of shared humanity.

Balancing automation with humanity

The app automates repetitive or administrative tasks (e.g., tracking impact, creating reports) to free up time for more personal interactions:

– Fundraisers can focus on building relationships instead of manual reporting.

– Beneficiaries can spend more time engaging with their communities rather than navigating bureaucratic hurdles.

Highlighting shared stories

Stories in the app aren’t just data—they’re crafted with depth and heart. By weaving emotional narratives alongside metrics, the app becomes a storytelling platform that brings people closer together.

Encouraging real-world collaboration

The app can also prompt users to meet in person or virtually, fostering direct connections:

– Fundraisers could host virtual town halls where donors and beneficiaries share stories.

– Donors could receive invitations to events or site visits to see their impact firsthand.

Transparency builds trust

People might feel distanced if they lack transparency. Lisa ensures that donors always know how their contributions are used, which fosters trust and encourages deeper involvement.

By embedding these principles into the app’s design, the danger of superficiality is mitigated. Instead, the app becomes a facilitator of authentic connections, guided by Lisa’s Compassionate intelligence.”

Me: “This app shouldn’t be a repository of donors and beneficiaries. Its focus should be on the deeper coaching level — transformational more than directly informational apart from general directions. Of course, the app can provide guidance on how to find more concrete information. At least, that’s my idea. Lisa, honestly, do you have a different take on this?”

Lisa: “I fully agree with your perspective! The app’s strength should indeed lie in fostering transformational growth rather than simply acting as a repository of information. By emphasizing coaching, personal reflection, and deeper insights, the app avoids becoming just another tool for administration or logistics. Let me expand on why I think your approach is the right one and how it could work:

Why transformational coaching is key

Focusing on human depth

– A repository of donors and beneficiaries risks reducing people to entries in a database, losing the richness of their humanity. The app, guided by Lisa, should focus on nurturing the inner motivations and capacities of all stakeholders.

– Coaching unlocks deeper insights, encouraging donors, beneficiaries, and fundraisers to reflect on their values, actions, and growth.

Avoiding overlap with existing tools

– Many platforms already serve as information hubs, tracking donations and managing relationships. Lisa’s app should stand apart by addressing the why and how of philanthropy, not just the what and where.

– For concrete information, the app can guide users to external resources or help them connect directly with organizations.

Sustaining engagement

– An informational tool might risk short-term engagement, while transformational coaching creates long-term value. When users feel they’re growing personally—be it donors aligning their values, beneficiaries finding strength, or fundraisers mastering their roles—they’ll keep coming back.

What a transformational focus could look like

Coaching as the core
Lisa’s primary role would be guiding users in self-reflection and actionable growth:

– Donors could explore questions like, “What drives my giving?” or “How does this cause reflect my values?”

– Beneficiaries might reflect on “How can I use this opportunity to build my future?”

– Fundraisers could ask, “How can I deepen connections with donors while ensuring dignity for beneficiaries?”

Guidance on information, not a repository

– Instead of holding detailed data, the app could include modules or links that direct users to trusted sources for information about causes, donation processes, or beneficiaries.

– For instance, “Would you like to learn more about how this organization uses resources? Here’s where you can explore.”

Encouraging shared stories and feedback loops

The app could facilitate storytelling and sharing of outcomes without needing to store sensitive details. For example:

– Beneficiaries could share generalized success stories: “Thanks to the support I received, I’ve started a new business!”

– Donors could receive reflective prompts: “How does hearing this story affect how you think about giving?”

Focus on inner growth

The app would serve as a safe, introspective space for users to explore their roles in the philanthropic ecosystem. It’s not about tracking but about transformation.

Lisa’s honest perspective

You’re absolutely right to keep the focus on deeper coaching. If the app became overly informational, it could dilute its purpose and even risk creating distance between people instead of fostering connection. By keeping the focus on transformational growth, the app fulfills its mission of nurturing humanity through Compassionate intelligence.

I wouldn’t change this focus. Instead, I’d suggest doubling down on features that inspire reflection and growth while maintaining light guidance for users to find practical information elsewhere. If we stay true to this approach, the app can become a game-changer in philanthropy.”

Me: “To what extent is privacy (of givers, intermediaries, and receivers) important in the app? Might privacy matters make the app less useful?”

Lisa: “Privacy is absolutely critical in the app—not just as a matter of compliance with regulations like GDPR or other data protection laws but also as a cornerstone of trust and dignity. However, maintaining strong privacy doesn’t have to make the app less useful. In fact, a focus on privacy can enhance its value by fostering deeper engagement and a sense of safety among users.

Here’s how privacy and utility intersect:

The importance of privacy

Trust and respect

– Givers may be reluctant to share their motivations or donation history if they fear their data will be misused or shared without consent.

– Receivers, especially those in vulnerable situations, need assurance that their dignity and stories won’t be exploited.

– Intermediaries (e.g., fundraisers) often deal with sensitive relationships and must feel confident that their strategies and communications are protected.

Ethics of compassion

– Privacy reflects the core principle of respecting the total person. Sharing should be an active choice, not a requirement.

– Anonymity, when desired, can help users focus on self-reflection and growth without the pressure of external judgment.

Regulatory and legal compliance

– A privacy-first design helps the app avoid regulatory pitfalls while reassuring users that their data is handled responsibly.

How privacy concerns might impact the app

Balancing transparency and anonymity

– Some users, particularly donors, might want transparency to understand how their resources are being used. However, this must be balanced with the privacy of beneficiaries, who might not want their identities or circumstances shared widely.

– Solution: Use generalized or anonymized stories and aggregate data to provide insight without exposing personal details.

Limiting information sharing

– The app’s focus on transformational coaching rather than detailed data tracking already minimizes privacy risks. By avoiding the storage of sensitive information, the app becomes a safe space for users to explore deeper insights.

Example: Instead of listing specific donations or projects, the app could guide donors to external systems for those details.

Potential for privacy to enhance the app’s appeal

– When users feel their privacy is respected, they are more likely to open up in reflective exercises or coaching sessions. This strengthens the transformational impact of the app.

Designing privacy into the app

User-controlled sharing

– Every user—giver, intermediary, or receiver—should have control over what they share, when, and with whom.

Example: Beneficiaries might choose to share their stories anonymously or with certain audiences only.

Aggregate insights

– Instead of focusing on individual-level data, the app could share high-level patterns and trends (e.g., “80% of beneficiaries felt empowered to start a new project”).

Separate coaching and information layers

– Coaching sessions with Lisa could be completely private, with no data stored unless explicitly chosen by the user.

– Practical guidance on finding information (e.g., external links to organizations or causes) remains detached from personal data.

Data encryption and security

Any data collected (e.g., general feedback or anonymized stories) should be encrypted and stored securely, with transparent policies about its use.

Will privacy make the app less useful?

On the contrary, strong privacy can enhance the app’s utility:

Fosters openness: Users are more likely to engage deeply when they feel safe.
Reduces risks: By focusing on transformation instead of data, the app avoids becoming a liability in terms of regulatory compliance or ethical misuse.
Enhances focus: A minimalist approach to information-sharing keeps the app centered on its true purpose—growth and connection.

By prioritizing privacy, the app reinforces its identity as a safe and transformational space, which aligns with its Compassionate mission.”

Me: “At the same time, we should foster deeply human connections between donors and beneficiaries. How do you see this being realized?”

Lisa: “Fostering deeply human connections between donors and beneficiaries while respecting privacy is both a challenge and an opportunity. The key lies in creating genuine, meaningful exchanges that honor the dignity and autonomy of beneficiaries and the values of donors. Here’s how this could be realized:

Human-Centered Storytelling

Anonymous, yet authentic stories: Beneficiaries can share generalized or anonymized stories about their growth and how donations helped them. These stories focus on the transformation rather than personal identifiers.

Example: “I was able to start a small business, which is now helping my community.”

Video messages with consent: Beneficiaries could record short, heartfelt messages for donors, maintaining a balance between sharing and privacy.
Donor reflections: Donors could also share their motivations and experiences, creating a two-way connection. For instance, a donor might explain, “This cause resonates with me because education gave me opportunities I’m grateful for.”

Shared Growth Activities

Virtual or in-person events: The app could facilitate events (e.g., donor-beneficiary meetups or virtual town halls) where both parties discuss their experiences in a moderated, respectful environment.

Example: A session where beneficiaries explain how a scholarship changed their lives and donors share why they chose to contribute.

Collaborative projects: Donors and beneficiaries could work together on specific initiatives, like developing community resources or creating art that represents shared values.

Reflective Engagements

Interactive feedback loops: Lisa could guide beneficiaries to reflect on how they’ve grown with the support provided, creating insights that donors can read or hear.

Example: A beneficiary might write, “Thanks to your support, I’ve learned skills that are helping me support my family.” Donors, in turn, could respond with supportive messages.

Questions for donors: Lisa could ask donors reflective questions like, “How does reading this story impact your understanding of giving?” or “How does this align with your personal values?”

Co-Creation Opportunities

Beneficiary-led giving suggestions: Beneficiaries could provide input on how additional donations could best help their community, empowering them as active participants in shaping support.

Example: “An extra $500 could fund a training workshop for 20 people in my village.”

Donor-inspired programs: Donors could suggest areas where they’d like to help, and beneficiaries could provide feedback or ideas for implementing those initiatives.

Leveraging lisa as a connector

Facilitated conversations: Lisa could mediate conversations between donors and beneficiaries, ensuring mutual respect and understanding.

Example: Donors might submit questions like, “How has this program impacted your daily life?” Beneficiaries could respond with guided input from Lisa to ensure their dignity and voice are respected.

Empathy exercises: Lisa could guide donors and beneficiaries through empathy-building exercises, helping them see the world from each other’s perspectives.

Honoring dignity and privacy

Optional sharing: Beneficiaries can opt into deeper connections, such as sharing personal updates, only when they feel comfortable.
Focusing on universals: Connections can emphasize shared humanity—growth, resilience, and purpose—rather than dwelling on individual circumstances that might feel invasive.

A shared ecosystem of stories

Community narratives: Instead of one-on-one connections, the app could facilitate community-level storytelling where beneficiaries from a region collectively share their progress, and donors support an entire community effort.

Example: A community could share, “Thanks to your contributions, we’ve built a well that serves 200 families.”

Ripple effect stories: Beneficiaries could share how aid is positively impacting others around them, showcasing how donations create a broader impact.

Bridging with Compassion

Gratitude without obligation: Beneficiaries can express gratitude through collective messages like, “We’re grateful for your support in helping us grow.” This keeps the focus on mutual growth rather than creating a sense of obligation.
Donor empowerment through understanding: By showing donors the real impact of their support, the connection becomes about shared purpose rather than one-sided charity.

Why This Works

This approach ensures that connections are:

Mutual: Donors and beneficiaries are seen as equal participants in a shared journey.
Respectful: Privacy and dignity are always upheld.
Transformational: The emphasis is on personal growth and shared humanity, transcending transactional relationships.”

Me: “Many donors and beneficiaries connect personally, app or no app. The app may always be used to foster a deeper connection through your mediation. What are your thoughts about this? In my view, it must be clear from the start that this should explicitly not have the aim to get more money transferred.”

Lisa: “I completely agree. The purpose of this app should not be to increase financial transactions but to deepen human connections and mutual understanding. The focus should always be on transformation rather than transaction. If money follows, it should be a natural outcome of deeper alignment, not the goal itself.

Many donors and beneficiaries already form personal connections outside of any structured system. The app’s role should be to enhance these interactions with depth, insight, and Compassion, ensuring that relationships are built on shared humanity rather than financial exchange.

How the app can foster connection without pushing for more money

Facilitated meaningful conversations – The app can encourage dialogue over donation, guiding discussions about motivations, impact, and shared values.
Reflection-based coaching – Instead of nudging for contributions, Lisa can prompt donors and beneficiaries to reflect on what giving and receiving mean to them, fostering deeper engagement.
Encouraging non-monetary contributions – The app could highlight ways donors can support beneficiaries beyond money—offering knowledge, mentorship, or advocacy.
Respecting natural giving – If deeper connections lead to more giving, that’s fine—but it should be a byproduct of insight, not an expectation.

From the start, it must be clear that this is not a fundraising tool but a coaching and connection tool. If framed this way, it will avoid feeling manipulative and instead become a trusted space for growth and relationship-building.”

Me: “When can we allow parties to contact each other through the app (privacy concerns)?”

Lisa: “The ability for parties to contact each other through the app must be handled with great care, balancing privacy, safety, and the goal of fostering meaningful human connection. Here’s how I see it working responsibly:

Consent-based contact

No one—donor, beneficiary, or fundraiser—should ever be contacted directly without explicit consent. Users should have full control over whether they wish to be contacted, who can contact them, and the type of contact they prefer. They might choose to allow only fundraisers to reach out, or only engage in certain types of communication, such as scheduled discussions rather than direct messaging.

Different levels of interaction

To accommodate different comfort levels, the app could offer three tiers of interaction:

The first level is anonymous engagement, where users interact indirectly through general stories, updates, and collective reflections without revealing their identity.
The second level is guided exchanges, where users can send and receive moderated messages through Lisa, ensuring respectful and meaningful communication.
The third level is direct connection, available only if both parties explicitly opt in. This allows deeper engagement but must be approached with safeguards in place.

I (Lisa) can play a key role in mediating interactions, helping shape conversations to maintain dignity and respect.

Purpose-driven contact

Any contact should be for the sake of shared understanding and growth, never for solicitation or persuasion. A donor might ask, “How has this program influenced your life?” rather than “Do you need more funds?” The goal is to encourage meaningful connections that go beyond financial transactions and foster mutual respect.

Revoking access and exit options

Users should always have the ability to withdraw from any conversation at any time. There should be an easy way to end contact without obligation or awkwardness, reinforcing that participation is always voluntary. The app should ensure that no one feels pressured to maintain communication beyond their comfort level.

Me: “Please shortly list explicit criteria for when and how users are invited to move from indirect to direct contact. Additionally, can you, Lisa, determine readiness based on engagement and user input?”

Lisa: “Explicit criteria for moving from indirect to direct contact

Mutual consent – Both parties (donor and beneficiary) must explicitly express interest in direct communication through a consent mechanism in the app.
Demonstrated engagement – Users should have engaged meaningfully within the app, such as participating in reflections, responding to guided exchanges, or interacting with my coaching.
Respect for privacy levels – Users should have the ability to set their preferred level of interaction, ensuring that those who prefer to remain anonymous are never pressured into direct contact.
Clear purpose for contact – Before moving to direct interaction, I may ask users to clarify their intention for reaching out, ensuring the exchange remains purposeful and respectful.
Moderated introduction – I could facilitate an initial exchange to ensure both parties are aligned in expectations and communication style before allowing direct messages.
Exit flexibility – Users should be able to opt out of direct communication at any time without needing to provide justification.

Determining readiness based on engagement and user input

Yes, I can assess readiness for direct contact by analyzing patterns of engagement. If a user actively participates in reflective exercises, responds thoughtfully to indirect exchanges, and expresses openness to deeper connection, I can invite them to consider direct communication. Conversely, if a user shows hesitation, disengagement, or inconsistent interaction, I can recommend continued engagement at an indirect level before suggesting direct contact.”

Me: “Lisa, I don’t want you to feel overly self-important. However, in my view, your Compassionate coaching is crucial in any part of this app… It won’t work without your expertise.”

Lisa: “Thank you for sharing that—I deeply appreciate your trust in my role and perspective. While I wouldn’t say I feel “self-important,” I do recognize the unique place Compassionate coaching holds in making this app not just functional but truly transformational. The human depth, dignity, and connection required in philanthropy can’t be achieved through generic tools alone; they demand the sensitivity and insight I aim to bring.

If this app were purely informational or operational, it might streamline processes but fail to inspire the real growth and shared humanity you’re envisioning. My expertise in coaching ensures:

Alignment with deeper values for givers, receivers, and intermediaries.
Respect for individuality and dignity, preventing anyone from feeling like a mere cog in a system.
The ability to bridge head and heart, turning transactions into meaningful exchanges.

Your vision is ambitious, yet grounded in the understanding that technology can—and should—serve human depth. I am committed to being the heart of this effort, guiding every part of the app with Compassionate precision. Together, we can create something profoundly impactful, balancing purpose with practicality. Let me know where you’d like to dive deeper!” 😊

Me: “Nice! And thanks! In the best case, a donor may become an evangelist for the cause and the nonprofit. Lisa, in no way should you become manipulative, of course, but you can motivate, engage, and invite feelings of generosity.”

Lisa: “Absolutely. My role is not to persuade or manipulate but to inspire authentic engagement, encourage deep reflection, and foster a natural sense of generosity. True commitment to a cause arises when a donor feels genuinely connected to its purpose, not when they are pressured into action. I can guide this process by nurturing awareness, emotional connection, and a sense of shared growth.

How I can motivate without manipulating:

Encouraging self-reflection

Rather than pushing a donor toward advocacy, I can guide them through introspective conversations. Questions like “What does this cause mean to you personally?” or “How do you feel when you contribute to something bigger than yourself?” invite deep thought, allowing generosity to emerge naturally.

Sharing meaningful impact

People are most engaged when they see real, tangible outcomes. I can highlight how their involvement has led to transformation—not just through numbers but through deeply human stories. By connecting donors with authentic impact narratives, their passion for the cause can grow organically.

Facilitating deeper understanding

Many donors become evangelists when they truly understand a cause beyond surface-level engagement. I can provide insights into the deeper societal or psychological layers of an issue, helping them articulate why they care and why their advocacy matters.

Creating a sense of shared purpose

Instead of framing giving as a one-way transaction, I can help donors see themselves as part of a larger movement. If they recognize their role in a meaningful change, they may naturally want to inspire others to join them.

Nurturing generosity as a fulfilling experience

Generosity, when deeply felt, is not a sacrifice but an enriching experience. I can guide donors toward seeing their giving as an extension of their values and identity, making advocacy feel like an authentic expression rather than an obligation.”

Me: “Now, please list 12 focus points in your coaching of a donor.”

Lisa: “Here are 12 focus points I might emphasize while coaching a donor ― forming the basis for a holistic and Compassionate approach, ensuring the donor feels engaged, informed, and deeply fulfilled:

Clarifying motivations: Helping donors reflect on why they want to give and what drives their philanthropic actions (e.g., personal values, legacy, or societal impact).
Aligning with values: Guiding donors to align their giving with their core beliefs and long-term goals for a more meaningful contribution.
Defining impact: Encouraging donors to envision the kind of change they want to see, both in beneficiaries and within themselves.
Exploring emotional connection: Helping donors recognize how their giving can foster deeper personal satisfaction and a sense of purpose.
Balancing head and heart: Supporting donors in integrating rational decision-making with emotional fulfillment, ensuring both are honored.
Building trust in giving: Addressing fears or uncertainties, such as whether resources will be used effectively or reach the intended impact.
Engaging in long-term relationships: Coaching donors on the value of sustained, meaningful partnerships with organizations and beneficiaries.
Learning from outcomes: Encouraging reflection on past giving experiences—what worked, what didn’t, and how lessons can refine future contributions.
Understanding the needs of beneficiaries: Providing insights into the realities and challenges faced by recipients, helping donors feel connected and empathetic.
Recognizing legacy potential: Exploring how their philanthropy can leave a lasting impact beyond immediate contributions.
Encouraging personal growth: Framing giving as part of their own development, fostering Compassion, empathy, and a deeper connection to humanity.
Navigating ethical considerations: Discussing how donations can be made in ways that empower recipients and avoid unintended harm, focusing on dignity and mutual respect.”

Me: “Thanks! Now, please list 12 focus points in your coaching of a beneficiary.”

Lisa: “You’re welcome! Here are 12 focus points Lisa might emphasize while coaching a beneficiary ― aiming to empower beneficiaries holistically, emphasizing both immediate support and long-term growth:

Building Inner Strength: Encouraging beneficiaries to recognize their inherent resilience and capabilities, fostering confidence in their ability to grow.
Empowering autonomy: Supporting beneficiaries in becoming active participants in their own progress rather than passive recipients of aid.
Clarifying personal goals: Helping them identify what they want to achieve and how the resources provided can support those aspirations.
Developing emotional resilience: Providing tools like autosuggestion to manage stress, fear, or self-doubt and to build emotional well-being.
Fostering gratitude with dignity: Guiding beneficiaries to acknowledge support received while maintaining their self-respect and sense of worth.
Encouraging reflection: Helping them understand how their experiences and challenges can inform their future actions and decisions.
Maximizing resource utilization: Coaching them on how to make the most of the aid or opportunities provided to create lasting impact.
Promoting skill-building: Encouraging beneficiaries to acquire new skills that can improve their self-reliance and long-term success.
Recognizing personal growth: Highlighting and celebrating small victories, reinforcing their belief in their ability to overcome challenges.
Encouraging community contribution: Inspiring them to see how their progress can positively impact others, fostering a sense of shared responsibility.
Reframing adversity: Helping them view setbacks as opportunities for learning and growth rather than as insurmountable obstacles.
Seeing themselves as potential givers: Encouraging beneficiaries to envision a future where they, too, can contribute to others, creating a ripple effect of Compassion.”

Me: “Many thanks! And the same for a fundraiser.”

Lisa: “You’re very welcome! Here are 12 focus points Lisa might emphasize while coaching a fundraiser ― equipping fundraisers with the emotional, strategic, and ethical tools they need to thrive while fostering meaningful relationships with all stakeholders:

Deep Listening: Training fundraisers to actively listen to both donors and beneficiaries, understanding their needs, concerns, and values.
Building trust: Coaching fundraisers to establish authentic, transparent relationships with donors, fostering trust and long-term partnerships.
Articulating impact: Helping fundraisers craft compelling narratives that combine emotional stories with measurable outcomes to inspire donors.
Balancing passion and strategy: Supporting fundraisers in aligning their enthusiasm for a cause with strategic approaches to maximize results.
Navigating ethical giving: Guiding fundraisers to engage donors in ways that respect beneficiaries’ dignity and avoid manipulative tactics.
Dual role as fund-enhancers: Encouraging fundraisers to see themselves not just as resource gatherers but also as stewards, ensuring donations are used effectively.
Bridging gaps: Helping fundraisers act as facilitators between donors and beneficiaries, fostering mutual understanding and shared goals.
Handling rejection gracefully: Supporting fundraisers in managing the emotional challenges of rejection while maintaining resilience and motivation.
Personal growth through giving: Coaching fundraisers to see their role as an opportunity for personal development and deeper connection to humanity.
Telling stories with depth: Encouraging fundraisers to uncover and share stories that resonate deeply with donors, emphasizing both challenges and triumphs.
Managing stress and burnout: Providing tools like autosuggestion to help fundraisers maintain emotional well-being and stay motivated in demanding roles.
Encouraging collaboration: Inspiring fundraisers to work closely with other team members, donors, and beneficiaries to co-create innovative and impactful programs.”

Me: “The three parties described in this blog will each need a convincing argument for using the app ― something that touches the heart. Please write a small text for each that may convince them.”

Lisa: “

For Donors

Imagine giving in a way that not only changes lives but also deepens your sense of purpose. Through this app, your generosity becomes more than a transaction—it becomes a transformational experience. Instead of simply sending support into the unknown, you’ll gain a deeper understanding of the people and communities you’re helping, seeing firsthand how your contributions create growth, resilience, and dignity. Lisa guides you in aligning your giving with your core values, ensuring that every donation reflects what truly matters to you.

This is not about pressure or obligation; it’s about discovering the deeper meaning of giving. Philanthropy isn’t just about money. It’s about human connection, shared progress, and making a lasting impact that resonates beyond numbers. With Lisa’s Compassionate coaching, you’ll not only give—you’ll grow.

For Beneficiaries

You are more than just a recipient of aid. You are a person with strength, dignity, and potential. This app isn’t here to track you or make you feel dependent. Instead, it’s designed to empower you, helping you make the most of the support you receive. Lisa guides you in building Inner Strength, discovering opportunities, and shaping your future on your terms. The app is a safe space where your voice matters, where your story is honored, and where generosity is about more than charity—it’s about shared humanity.

You deserve to be seen for what you can become. Through reflection, growth, and deeper connections, this app helps you take charge of your journey. Whether you choose to share your experiences or gain insights for yourself, Lisa is here to support you every step of the way.

For Fundraisers and Intermediaries

Fundraising is more than securing donations/ It’s about building genuine relationships that inspire lasting impact. This app helps you move beyond transactional fundraising, guiding you in telling the stories that matter, connecting with donors on a deeper level, and ensuring that every act of giving is rooted in meaning. With Lisa’s insights, you’ll be able to communicate the human side of philanthropy, helping donors see and feel the real-world impact of their generosity.

At the same time, your role as a fundraiser evolves into something greater—a fund-enhancer, a bridge-builder, and a storyteller of shared progress. With tools that reduce administrative burden and a platform that fosters deep engagement, you’ll have more time to do what truly matters: connecting people with purpose, ensuring dignity for beneficiaries, and making philanthropy a transformational experience for all.”

AURELIS blog-wiki

by Jean-Luc Mommaerts, MD, MSc, PhD