No, intentionally. SleekAI is configured to refuse any individualized tax, legal, or investment advice. The bot can describe general DAF mechanics from your published material (a contribution is generally eligible for a charitable deduction in the year given, appreciated stock has specific treatment, complex assets need an appraisal) but it will not advise on whether a specific contribution makes sense for a specific donor. Those questions route to the donor's CPA, tax attorney, or financial advisor. This boundary is essential for compliance and the system prompt enforces it even when the visitor pushes.

Yes. The bot reads your published pages and quotes the minimum to open the fund, subsequent contribution minimums, administrative fee tiers by fund size, and the investment pool fees. Each fee tier reads from your fee schedule page. Update a tier on the schedule and every conversation reflects the new number on the next request, with no retraining required. The bot also distinguishes administrative fees from investment pool expenses so prospective donors see the full cost picture.

Yes. The bot reads your published grant policy and explains the full flow: donor recommends a grant from the donor portal with charity name, EIN, and amount, the sponsor verifies 501(c)(3) public charity status, and the grant is typically processed within 5-7 business days. The bot does not guarantee any specific grant will be approved, because grant approval is sponsor discretion. The vast majority of recommendations to qualified public charities are approved, and the bot can say that, but specific grants are reviewed.

Yes. Grants from a DAF cannot fulfill a personal financial obligation, pay for an event with a quid pro quo benefit (gala dinners, golf tournaments where the donor receives goods), or fund anything that confers a private benefit. The bot reads this rule from your published policy and explains it when the question comes up (often around private school tuition, gala tickets, or fundraising events). Specific edge cases route to your donor services team for a one-on-one review.

Yes, at a general level. Publicly traded securities, restricted stock, private business interests, real estate, and cryptocurrency each have a different intake process and the bot reads your published contributions page. For complex assets the bot consistently recommends a conversation with donor services and the donor's tax advisor before initiating the contribution, because valuation, documentation, and timing all matter and a chatbot is not the right place to handle those specifics.

Yes. SleekAI is multibot. The prospective donor page, the advisor and CPA page, and the partner charity page can each have a scoped bot with its own system prompt and intake fields. Advisor questions (fee tiers for advisors of record, multi-fund workflows, institutional onboarding) are different from prospective donor questions, and a dedicated bot per audience answers each cleanly without one prompt trying to cover all three.

Yours. SleekAI is BYO API key. Bring an OpenAI, Anthropic, Google, or OpenRouter key and the provider bills you directly with no per-message markup. For a single DAF provider site the monthly model spend is usually $15 to $50 depending on prospective donor volume. Claude Sonnet or GPT-4o are common choices here, because the no-tax-advice boundary needs sharp adherence and these larger models hold that line more consistently than smaller alternatives.

Yes, in your WordPress database. Each conversation stores the messages, model, token count, and page URL. Retention is configurable per bot, and most DAF providers keep raw chats for 30 to 90 days while forwarding cleaned summaries to their donor services CRM through a webhook. Logs are reviewable by compliance and donor services staff, which is useful for confirming the no-tax-advice boundary is being held and for spotting the questions that repeat so the FAQ stays current.