Services / Department AI Training / Planned Giving
AI Training for Planned Giving
AI for planned giving education and outreach, with care for older donors and accuracy on tax and legal details.
$150 per hour. $125 per hour when two or more departments train together.
What your team learns
- Explainers on bequests and gift options
- Donor outreach
- Tracking expected gifts
- Reviewing AI-written tax content
Rules and risks we cover
- Accuracy of tax and legal information
- Protecting older donors from pressure
- Confidentiality of estate information
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
- AI Acceptable Use PolicyA clear, written policy that tells your people which AI tools they can use, for what work, and with what data.
- Team AI WorkshopA practical workshop that gets your team using AI productively and within your policies.
Other nonprofit departments
- Fundraising and Development
- Major Gifts
- Annual Giving and Direct Response
- 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.