LIVE WEBINAR
2nd and 9th April, time: 10:00 AM to 11:30 AM PST
Say Goodbye to being stumped about how
to unleash AI to work for you
You read about it, you hear about it, you talk about it. But no one helps you learn, step-
by-step, how to use AI power to supercharge your planned and major giving programs.
Are you missing the AI revolution because you feel??
- AI is too intimidating, too technically complex, too hard to learn
- AI might eliminate my job
- AI is just a passing trend that won’t work in fundraising
- AI is too impersonal for building donor relationships
- AI might compromise donor privacy
Unlock AI’s Power: Close More Gifts, Work Less,
Build Stronger Relationships
Our two-part webinar will give you the tools to get past these red light roadblocks, to close more gifts while slashing
your workload. Just as importantly, we’ll show how AI can give you more time to strengthen donor / done
relationships. During this hands-on, interactive webinar, we will visit and use specific AI websites in real time, such as
ChatGPT, Claude Sonnet, Perplexity, Napkin.ai, and NotebookLM and others, to show you precisely how to streamline
your daily workload in these five key task areas.
Design the Best AI Prompts to Personalize Donor Communications
Tour the full ChatGPT site, learn how to write prompts, use iterative prompts to fine-tune the result. Tailor a donor thank you letter for three different donor personalities. Use the same prompt in Claude Sonnet for comparison.
Do Less with More Success
Set up your whole year for success by creating strategic outreach plans on an annual basis. Use AI to create your itinerary for donor visits. Generate personalized messaging to build long-lasting relationships with alums, donors, supporters.
Create Customized Marketing Campaigns For Specific Market Segments
Create campaigns that cater to the wants, needs or goals of donors in specific market segments boosting the probability that you’ll land more and larger gifts than competitive organizations.
Craft Plain English Financial Scenarios for Donor
Craft clear and convincing comparative options for bequests, charitable gift annuities and charitable remainder trusts. Use AI to write proposals and projections, edited by you to slash your workload by up to 90%.
Utilize Donor Analytics For Max Impact
Use available AI platforms to combine quantitative donor data with qualitative information about your donor relationships potentially to identify future gifts. Explore and compare using embedded AI features of certain CRM platforms with open-source, off-the-shelf AI programs to merge different databases to determine who is likely to make future planned gifts.Â
Meet our Speakers
Amina Saeed
Attorney and Director, Huck Bouma
Amina Saeed, Senior Trust Advisor/Senior Vice President, Northern Trust. Amina is a Senior Vice President in Northern Trust’s Wealth Management division, where she administers complex multi-generational trusts and works with clients to design and implement comprehensive estate plans.
Austin O’Neill
Senior Director of development
Austin O’Neill is a Senior Director of Development at Montana State University. He is passionate about connecting donors with meaningful opportunities to make a lasting impact. Through intentional and strategic giving, he helps individuals and organizations support initiatives that align with their values and drive positive change.
Jordan Chaney
Director, office of development & gift planning
Jordan Chaney is a Director, Office of Development & Gift Planning at Carnegie Mellon University where he is part of a team that delivers radically donor centered philanthropic advising. He has nearly 15 years of frontline fundraising experience through previous positions at Wake Forest University, Duke University, and Grove City College.
Lynda Sands
Attorney and Director, Huck Bouma
Lynda Sands, JD, MBA, is a lawyer, consultant, author and speaker who has advised nonprofits, families, businesses and their financial advisors in high-net worth strategic designs and solutions for philanthropic transfers of wealth for more than 40 years.
Lee Hoffman
Senior Director of development
Lee Hoffman is the Founder of Planned Giving Design Center, LLC and EzCharitable, LLC. For four decades he has provided innovative solutions in planned giving and has created the technology that serves it. His contributions to the field of planned giving have created billions of dollars in charitable gifts.
LIVE WEBINAR
2nd and 9th April, time: 10:00 AM to 11:30 AM PST Via Zoom
Reserve Your Spot Today!
Spaces are limited. Register now to secure your spot and receive a
complimentary copy of our "Beginner’s Guide to Using AI in Planned and Major Giving."
