Services / Department AI Training / Donor Relations and Stewardship
AI Training for Donor Relations and Stewardship
AI for thank-you notes, impact reports, and stewardship plans that still feel personal.
$150 per hour. $125 per hour when two or more departments train together.
Most departments need about 6 to 8 hours in total: a 3-hour workshop, about 3 hours preparing your guide and playbook, and a 1-hour follow-up.
What your team learns
- Gift acknowledgments
- Impact reports
- Stewardship calendars
- The personal touches AI can’t replace
Rules and risks we cover
- IRS written acknowledgment rules for gifts of $250 or more
- Honoring donor restrictions and preferences
- Accuracy of donor records
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.
- Data Mapping and Privacy Notice UpdateA complete inventory of the personal data you hold, plus an updated privacy notice that matches it.
Other nonprofit departments
- Fundraising and Development
- Major Gifts
- Annual Giving and Direct Response
- Planned Giving
- 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.