01/04 TL webinar slides

1. 1/4/24
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Connecting Better:
AI’s Role in Personalizing
Donor Experiences
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About Me
Poor Orientation Lack of Training
Poor Recruitment
Practices
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• Senior Strategist
• Adjunct Faculty
• Art collector and enthusiast
• Visited the Grand Canyon 3 times
• Association of Fundraising Professionals
Florida First Coast Chapter Board Member
Josh Hirsch, MS
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#IFC2023
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2. 1/4/24
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What is a Nerd?
Poor Orientation Lack of Training
Poor Recruitment
Practices
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Intelligence Social
Ineptitude
Obsession
Dweeb
Nerd
Geek Dork
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Learning
Objectives
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3 Navigate the ethical
implications of AI in
fundraising to ensure
compliance and maintain
the trust and privacy of
donors while utilizing AI
technologies.
1 Understand the role of
AI in modern donor
stewardship and the
potential for enhancing
donor relationships,
including personalization at
scale and predictive
insights into donor
behaviors.
2 Discover practical AI
tools and strategies which
can be integrated into
stewardship activities to
effectively recognize and
appreciate donor
contributions.
4 Develop an AI-
enhanced Stewardship
Plan focusing on data-
driven decision-making,
that foster long-term
relationships and giving
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Evolving
Landscape of
Donor
Stewardship
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Art & Impact of Donor Stewardship
• Fundamental to Relationship Building
• Key to Donor Retention
• Enhances Donor Lifetime Value
• Drives Effective Communication
• Builds a Community of Advocates
• Facilitates Tailored Engagement
• Demonstrates Accountability and Transparency
• Creates Emotional Connections
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Role of AI in Modern Donor Stewardship
Predictive Insights
AI allows for mass
customization of
communications, making
each donor feel uniquely
valued
Enhanced Donor
Understanding
Personalization
at Scale
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AI can predict donor
behaviors and
preferences, leading to
more timely and effective
engagement strategies
AI-driven data analysis
provides deeper insights
into donor motivations
and engagement patterns
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Personalization at Scale
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Customized Donor
Communications
Scalability
Understanding
Individual Donors
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Predictive Insights
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Strategic Engagement
Timing
Donor Lifecycle
Forecasting
Behavioral Prediction
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Enhanced Donor Understanding
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Understanding Donor
Motivation
Segmentation for
Tailored Strategies
Comprehensive Donor
Profiling
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Ethical
Implications
of AI
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Tips for Navigating Ethics and AI
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• Consult your data usage policy before implementing AI.
• Create an AI policy for your organization. Consider inputs and outputs in your policy.
• https://resources.workable.com/ai-tool-usage-policy
• Look for biases in AI outputs and plan for them.
• Check all information for facts or errors. Editing is critical.
• Do not use AI to misrepresent "reality"
• Remember that TRUST is our currency in fundraising and nonprofit work
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Prompt
Engineering
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Prompt Generation Workflow
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C.R.E.A.T.E. Formula (Persona Pattern)
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Character
Define the AI's role
Request
Be specific with what you need
Examples
Provide samples for more precise results.
Tone examples can guide the AI's style.
Adjustments
Refine the prompt if it's not perfect
Type of Output
Describe the desired format
Extras
Incorporate unique conversations
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7. 1/4/24
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Thank You
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