Services / Department AI Training / Donor Relations and Stewardship

AI Training for Donor Relations and Stewardship

AI for thank-you notes, impact reports, and stewardship plans that still feel personal.

$150 per hour. $125 per hour when two or more departments train together.

What your team learns

  • Gift acknowledgments
  • Impact reports
  • Stewardship calendars
  • The personal touches AI can’t replace

Rules and risks we cover

  • IRS written acknowledgment rules for gifts of $250 or more
  • Honoring donor restrictions and preferences
  • Accuracy of donor records

What’s included

  • A half-day workshop, on-site or virtual, built around your department’s real tasks
  • A department AI use guide: approved uses, data rules, and review steps
  • A playbook of prompts and workflows your team can use the next day
  • A follow-up session 30 days later to answer questions and adjust the playbook

Talk through your AI and privacy questions

Tell us what you're working on, and we'll reply within one business day.

Schedule a consultation