See the relationship
Synthesize contact reports, giving history, engagement, interests, and open commitments so fundraisers can prepare with context.
AI-Enabled Donor Advancement
Use AI to strengthen the work.
Keep the relationship human.
Give your advancement team clearer context, more consistent follow-through, and more time for donor relationships. I help connect the case for support with practical workflows, using AI where it can assist preparation and coordination.
Strengthen Your Advancement OperationBuilt in the Real World
Donor strategy grounded in real execution.
$5.1MRaised across two Vision Summit retreats whose execution I led
2Retreats connecting donor experience and follow-through
100%Of survey respondents said they would return
6 YearsOn Churchome’s executive staff, with leadership across strategy, operations, and donor development
The Opportunity
AI can give fundraisers more capacity for the conversations only people can lead.
Strengthen follow-through
Support timely next steps, stewardship drafts, meeting summaries, leadership briefings, and portfolio rhythms without automating donor trust.
What We Can Build
Useful workflows across
the donor journey.
Relationship context
- Relationship-history and portfolio synthesis
- Documented interests, engagement, and open questions
- Briefing tools for executives and gift officers
Portfolio focus
- Team-reviewed priorities and next steps
- Moves-management and follow-up rhythms
- Clear handoffs between leaders, fundraisers, and operations
Cultivation and stewardship
- Personalized preparation and communication support
- Meeting summaries and commitment tracking
- Meaningful stewardship that reflects donor intent
Cases and proposals
- Case-for-support knowledge systems
- Proposal-development workflows
- Message consistency across opportunities and audiences
- Storyselling: connect the need, program evidence, and a clear invitation to support the work
Responsible Adoption
Donor data deserves
disciplined care.
The work begins with purpose, permission, data boundaries, human review, and clear accountability. I help teams establish responsible-use standards, select a focused use case, train the people doing the work, and measure whether the new workflow improves both capacity and relationship quality.
Advancement Readiness Intensive
Assess current workflows, data, opportunities, risks, and team readiness. Leave with a prioritized use case and practical roadmap.
Advancement Transformation
Design and implement the workflow, guidance, training, adoption rhythm, and measures. A donor retreat can be part of the agreed scope, connected to the wider cultivation and stewardship plan.
Give your team clearer insight and stronger follow-through.
Share the advancement goal, workflow friction, or donor experience you want to strengthen.
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