GUIDE:
How to Get Started With AI for Fundraising Teams
A practical guide for fundraising teams bringing AI into their workflow, with real results from teams on catching the right donor moment and keeping the relationship human.
How to Get Started With AI for Fundraising Teams
The donor you might be overlooking could be the one closest to giving. Built for fundraising teams exploring AI for the first time or looking to use it more effectively, this guide breaks down what AI actually does, where it fits into daily fundraising work, and how to bring it in without losing the relationship at the center of it.
Inside, you’ll find:
- The difference between predictive and generative AI, and why the best strategies use both, not one instead of the other
- Where AI actually helps a fundraising team, from prospect discovery to lapse prediction to meeting prep
- A practical framework for using AI responsibly, so it sharpens judgment instead of replacing it
- A closer look at DonorSearch and Signal, and how “knowing” and “acting” work together in a daily workflow
- Real results, including a foundation’s first-ever $100M year and a 407% jump in a hospital’s Doctor’s Day appeal
Whether your team is just getting started with AI or ready to go further, this guide gives you a clear way to close the gap between the data you have and the donors who are ready to give.