What if our donor data is messy or incomplete?

Very common—most non-profits have data quality issues. Part of training covers AI data cleaning and enrichment tools. We'll help you assess data quality, prioritize cleanup activities, and use AI to append missing information. Even imperfect data can yield useful insights with proper AI tools.

Do we need a sophisticated CRM system already?

No, though it helps. We can work with basic donor databases, spreadsheets, or entry-level CRM systems. We'll show you AI tools that layer on top of your existing systems to add intelligence without expensive CRM replacements. We'll also help you evaluate if CRM upgrade is warranted.

Will AI-personalized appeals feel impersonal or robotic?

Not if done right—that's what we'll teach. AI handles data analysis and personalization at scale, but you control tone, values, and authentic voice. Many donors appreciate relevant, personalized communications over generic mass appeals. We'll show you how to balance automation with authenticity.

How much donor history do we need for predictive models?

Ideally 2-3 years of giving history for meaningful patterns. If you have less, we'll start with simpler AI tools and build sophistication as you accumulate data. Even 1 year of data can yield useful segmentation and basic predictions with proper AI techniques.

Can small fundraising teams (1-3 people) realistically use these tools?

Yes—that's the point. AI enables small teams to achieve what previously required large fundraising departments. Automation handles repetitive tasks, freeing your team for high-value relationship building. We design workflows specifically for resource-constrained non-profits.

Training Solutions

STEWARD

Cohort-basedSubsidy eligible

AI Donor Management & Fundraising Optimisation

Fundraising teams can use AI tools to predict donor behavior, personalize engagement at scale, optimize campaign performance, and increase donor retention and lifetime value—driving sustainable revenue growth.

Focused training on using AI to transform donor relationships and fundraising effectiveness. Learn to predict donor behavior, personalize engagement at scale, optimize campaign timing, and increase retention rates—all critical for sustainable non-profit funding.

Duration2 days

InvestmentUSD $7,000 - $16,000

Best forNon-profits with 500+ donors, diversified funding sources, and dedicated fundraising staff who need to improve donor retention, increase lifetime value, and reduce cost per dollar raised.

Start a Conversation Request Solution Brief

THE CHALLENGE

Sound familiar?

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"We have thousands of donor records but can't segment or personalize communications beyond mail merge."

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"Donors stop giving and we don't know why—no system to predict lapse risk or trigger re-engagement."

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"Our fundraising campaigns use generic messaging—we're not leveraging what we know about donor motivations."

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"Major donor cultivation is art, not science—relationship managers have no data to guide outreach strategy."

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"We waste resources on donors unlikely to give again, while missing high-potential prospects."

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"Grant funding is unpredictable—we need to diversify into individual giving but lack the systems."

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OUTCOMES

What you'll achieve

Problems you'll solve

Build AI-powered donor segmentation and targeting models for personalized engagement
Predict donor lapse risk and implement proactive retention strategies
Optimize fundraising campaign timing, messaging, and channels using AI analytics
Enhance major donor cultivation with relationship intelligence and next-best-action recommendations
Identify high-potential prospects and upgrade opportunities from existing donor base
Reduce fundraising costs while increasing donor lifetime value and retention rates

Value you'll gain

Donor Retention: Increase retention rates by 25-40% through predictive engagement
Fundraising Efficiency: Reduce cost per dollar raised by 30-50% with targeted campaigns
Lifetime Value: Increase donor lifetime value by 35-50% through strategic cultivation
Major Gifts: Improve major gift conversion rates by 20-30% with AI relationship intelligence
Revenue Growth: Achieve 20-40% fundraising revenue growth without proportional cost increases
Data Quality: Clean and enrich donor data to 90%+ accuracy for reliable decision-making

OUR PROCESS

How we deliver results

Step 1

Donor Data Assessment

Audit current donor database, fundraising systems, and data quality. Map donor segments, giving patterns, and engagement history.

Step 2

AI Tool Configuration

Set up AI-powered CRM enhancements, predictive analytics tools, and campaign automation platforms. Configure for non-profit fundraising use cases.

Step 3

Hands-On Training

2-day intensive programme for fundraising team covering donor intelligence, campaign optimization, and relationship management using AI.

Step 4

Campaign Design

Apply AI tools to design upcoming fundraising campaigns with data-driven targeting, personalization, and timing optimization.

Step 5

Performance Tracking

30-60 day support to track campaign performance, refine AI models, and optimize donor engagement strategies based on results.

What you'll receive

Donor data quality assessment and AI-powered enrichment
Configured AI tools for donor intelligence and campaign optimization
2-day intensive training for fundraising team
Predictive models for donor lapse risk and lifetime value
AI-optimized fundraising campaign designs and templates
30-60 days of performance tracking and model refinement
Fundraising analytics dashboards and ROI measurement frameworks

Best for

Non-profits with 500+ donors, diversified funding sources, and dedicated fundraising staff who need to improve donor retention, increase lifetime value, and reduce cost per dollar raised.

IS THIS RIGHT FOR YOU?

Finding the right fit

This is ideal for you if...

Non-profits with 500+ donors and dedicated fundraising staff
Organizations seeking to improve donor retention and reduce acquisition costs
Fundraising teams managing complex multi-channel campaigns
Non-profits transitioning from grant-heavy to diversified individual giving
Organizations with major donor programs seeking to scale cultivation efforts

Consider another option if...

Grassroots organizations with <100 donors (insufficient data for AI)
Non-profits with no dedicated fundraising staff
Organizations exclusively funded by government grants or single sources

See yourself in the list above?

Let's Talk

CURRICULUM

What you'll learn

2 days total

Use AI to clean, enrich, and analyze donor data. Build sophisticated segmentation models that go beyond basic demographics to predict giving behavior and preferences.

What you'll be able to do

Clean and enrich donor databases using AI data quality tools
Build predictive donor segments based on behavior, preferences, and capacity
Use AI to append demographic, wealth, and affinity data to donor records
Identify look-alike prospects from your existing high-value donor profiles
Create dynamic segmentation that updates automatically as donor behavior changes