Services / Department AI Training / Major Gifts
AI Training for Major Gifts
AI for prospect briefings, proposals, and cultivation plans for your highest-value donors.
$150 per hour. $125 per hour when two or more departments train together.
What your team learns
- Briefing memos before donor meetings
- Personalized gift proposals
- Cultivation plans and moves management
- Checking every AI-researched fact
Rules and risks we cover
- Confidential donor information in AI tools
- Accuracy of AI-researched wealth details
- Donor expectations under the Donor Bill of Rights
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
Related services
- Privacy Impact AssessmentA focused assessment of the privacy risks in one system or project, including AI systems, with specific safeguards.
- AI Acceptable Use PolicyA clear, written policy that tells your people which AI tools they can use, for what work, and with what data.
Other nonprofit departments
- Fundraising and Development
- Annual Giving and Direct Response
- Planned Giving
- Donor Relations and Stewardship
- Prospect Research
- Corporate and Foundation Relations
- Grant Writing
- Grant Management and Reporting
- Program Staff
- Volunteer Management
- Events and Special Events
- Impact Measurement and Evaluation
- Advocacy and Public Policy
- Membership Associations
Talk through your AI and privacy questions
Tell us what you're working on, and we'll reply within one business day.