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 / donee 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
- Design the Best AI Prompts to Personalize Donor Communications
- Do Less with More Success
- Craft Plain English Financial Scenarios for Donors
- Create Customized Marketing Campaigns For Specific Market Segments
- Utilize Donor Analytics For Max Impact
- Join the Panel! - It’s Open Mic time! Raise your hand!
Event and Speaker details:
April 2, 2025 - 10 am start, 11:30 finish, Pacific time.
Session #1
Speaker: Lynda Sands [ATTORNEY, CONSULTANT, AUTHOR, SPEAKER ]
Timings: 10:00 am to 10:30 am
Topic: Introduction and Resonate with Your Donors: Description: Introduction to ChatGPT and a tour around the site to learn how to use it effectively. How to write prompts effectively and then use iterative prompts to customize the request. Next, drafting customized letters for you to review and send out faster than humanly possible, changing the tone to accord with your relationship with the donor. Tailor results for three different types of donors by personality characteristics. Then, take the same prompt over to Claude or other platform to compare the results.
Session #2
Speaker: Austin O’Neil [SENIOR DIRECTOR OF DEVELOPMENT]
Timings: 10:30 am to 11:00 am
Topic: Do Less with More Success: Learn to use AI to create strategic and intentional outreach plans on an annual basis that sets you up for success. We won't stop there - come to explore how to use AI to help create your itinerary when traveling for business and auto-generate personalized messaging to donors in writing and speaking, that is subtle and effective to ultimately build long lasting relationships with alumni, donors, and supporters that lead to major gifts using AI.
Session #3
Speaker: Lee Hoffman [FOUNDER AND OWNER OF EZCHARITABLE LLC]
Timings: 11:00 am to 11:30 am
Topic: Create Readable Financial Scenarios for Donors: Creation of clear and convincing pro forma presentations to show donors the comparative options using gifts by bequests, charitable gift annuities and charitable remainder trusts. Show written proposals and projections produced easily by AI and edited for perfection by you. How this can slash your workload by up to 90% using this technique.
April 9, 2025- 10 am start through 11:30 am, Pacific time.
Session #4
Speaker: Amina Saeed [ATTORNEY AND DIRECTOR, HUCK BOUMA]
Timings: 10:00 am to 10:30 am
Topic: Create Customized Marketing Plans For Specific Market Segments: Craft major and planned giving programs and campaigns that serve the specific wants, needs or goals of donors fitting into specific market segments of your constituency, boosting the probability that you’ll earn more and larger gifts than competitive charities.
Session #5
Speaker: Jordan Chaney [DIRECTOR, OFFICE OF DEVELOPMENT & GIFT
PLANNING]
Timings: 10:30 am to 11:00 am
Topic: Explore Donor Analytics For Impactful Relationships: Learn how to simultaneously broaden your scope of analysis and more efficiently identify the people with whom to build the most impactful relationships for your organization. Understand how to bring external data and trends into an analyzable relationship with your organization’s current CRM (or CRMS) through the use of available AI platforms. We will explore the use of implementing a LLM (a term you will learn in this webinar) into your organization’s database (open source, off the shelf LLM) to analyze both your current database and potentially multiple databases to bring together once siloed information into one cohesive report.
Session #6
Speaker: The Panel
Timings: 20 Minutes
Topic: Q&A (open mic for attendees) 20 minutes and Future AI moves by Lee Hoffman, 10 minutes.