For nonprofit organizations
Put AI to work in your fundraising, without guessing.
Workshops, sprints, and coaching for development teams and nonprofit leaders. No generic AI literacy, no tool demos. Every program starts from your fundraising numbers and works back to the two or three places AI genuinely moves them, without spending donor trust you can’t get back.
The approach
Every program decides who owns what, and where a human stays in the loop. It’s built on first-hand research into the vendor landscape, including the twelve documented case studies in the book, so you get named tools and real numbers, not a maturity model.
Three ways to bring AI into your fundraising.
Start with a room, a project, or a person. Each stands on its own, and most teams end up doing more than one.
Half or full day
Workshops
Get your whole team to a shared understanding and an agreed shortlist, in one room, in one day.
See details~6 weeks · most popular
Sprints
Pick one or two workflows, test them against your own data, and finish with a live pilot and a written plan.
See how it runsMonthly, ongoing
Coaching
A standing seat for a leader or small team already in motion, somewhere to bring the hard calls.
See details
Workshops · half or full day
A working session, not a lecture.
Built for development teams, leadership groups, and whole staffs. Everyone leaves speaking the same language about AI, and knowing what your organization will actually try first.
How it works
- 01A short pre-call to understand your program, team, and current stack.
- 02A live session tailored to your fundraising, not a stock curriculum.
- 03Hands-on exercises against your real workflows and donor questions.
- 04A written recap with the decisions the room reached.
What you leave with
- A shared, jargon-free language for AI across departments.
- A shortlist of tools matched to your actual fundraising workflows.
- Clear lines on where a human signs off, and where AI never does.
- A first ninety days everyone in the room has agreed to.
Half day maps the opportunities. Full day adds hands-on tool work and a written plan.
Topics we can cover
Drawn from the book, we pick what fits your program.
Governance
Creating an AI Charter
A short, plain-language document that says what your organization will and won’t do with AI: the single most useful artifact most teams are missing.
Get the free templateGovernance
Disclosure & donor consent
When to tell donors AI was involved, how to say it, and where silence costs you more than candor.
Governance
Where judgment stays human
Mapping your workflows to decide what AI drafts, what a person approves, and what AI never touches.
Revenue
Donor retention & predictive modeling
Ranking supporters by upgrade and lapse readiness, the approach behind Save the Children Australia’s 18 percent response lift in the book.
Revenue
Grants: research to submission
Turning grant work from reactive deadline management into a visible pipeline, and where AI drafting genuinely helps.
Revenue
Prospect research & major gifts
Using AI to surface and prioritize prospects without outsourcing the relationship judgment that closes them.
Practice
Communications & stewardship
Personalizing appeals and thank-yous at scale while keeping your organization’s actual voice intact.
Practice
Choosing tools that actually work
A working test for separating real products from demoware, based on documented evaluation of the vendor landscape.
Practice
Small shops & one-person teams
What to do first when you have no budget, no data team, and no time, including reactivating lapsed donors fast.
The AI Fundraising Sprint · ~6 weeks
Six weeks from “where do we start” to something running.
The Sprint is the core of how I work with nonprofits. We don’t boil the ocean. We pick one or two workflows where AI can move your numbers, test them against your own data, and leave you with a plan the whole organization can stand behind.
Week 1
Baseline
A hard look at your fundraising operation, donor data, tool stack, and the one or two use cases worth chasing.
Weeks 2–3
Decide
Evaluate real tools against your workflows, not a vendor demo, and choose what to pilot.
Weeks 4–5
Pilot
Stand up a small pilot tied to a revenue, retention, or capacity hypothesis you can actually measure.
Week 6
Hand off
A written AI use plan and policy, named owners, and a clear next ninety days.
What you leave with
- A live pilot with real numbers, not a slide deck.
- A written AI use policy your leadership can review and approve.
- Named tools, named owners, and a measured ninety-day plan.
Who it’s for
Development teams and nonprofit leaders who take both fundraising performance and donor trust seriously, from small shops to organizations raising at scale.
Plan a SprintCoaching · monthly, ongoing
Someone to think it through with.
For leaders and small teams already in motion. Between the big decisions, you need a place to pressure-test a vendor, sanity-check a rollout, or work out what to tell your board. Coaching is that place.
How it works
- A recurring monthly session with you or your core team.
- You set the agenda, whatever is live that month.
- Async access between sessions for time-sensitive calls.
- Reviewed quarterly, ended whenever it stops being useful.
What people bring to it
- “This vendor is pitching us, is it real?”
- “Our pilot worked. How do we scale it without losing control?”
- “Staff are using AI unofficially. What’s our policy?”
- “How do I explain this to a skeptical board?”
A few coaching seats each year. Most begin after a workshop or sprint. Ask about availability.
Not sure which one fits?
Most conversations start with a short call. Tell me where your team is and I’ll tell you honestly which program makes sense, or whether you need one at all.
Running a cohort of grantees?
Foundations and networks can run any of these programs for a group: a shared workshop, a series, or Sprints across several grantees at once. That work lives on the companies and funders page.
See cohort programsStart here
Plan a program for your team.
Email me about your organization and what you’re trying to solve. I’ll recommend the right program and respond within three business days.
Praise
Trusted by leaders in the field.
Client references available on request.
“A practical and ethical approach that fundraisers need right now.”
“Teams that follow her advice on governance and keeping humans in the loop will raise more while keeping trust.”
“A practical, honest, and deeply human guide for leaders who know AI is here but aren’t sure where to start.”