Services / Department AI Training / Prospect Research
AI Training for Prospect Research
AI for prospect identification and research, with ethical limits on what you collect and how.
$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
- Building prospect lists
- Summarizing public information
- Rating capacity and affinity
- Verifying and citing sources
Rules and risks we cover
- Apra’s ethics standards for prospect research
- Privacy law rules on profiling
- Accuracy and documentation
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
- Privacy Impact AssessmentA focused assessment of the privacy risks in one system or project, including AI systems, with specific safeguards.
- AI Risk ReviewAn independent review of one AI tool, vendor, or use case before you adopt it or expand it.
Other nonprofit departments
- Fundraising and Development
- Major Gifts
- Annual Giving and Direct Response
- Planned Giving
- Donor Relations and Stewardship
- 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.