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Most of us came into this work to build relationships. But too often our days get buried under contact reports, prospect research, and messy systems that keep us tied to a desk.
In this episode, we explore a simple idea: what if AI could handle some of the repetitive administrative work so fundraisers could focus more energy on donor relationships?
You’ll hear the story behind a set of practical AI workflows that began as small experiments and grew into a framework that supports the entire major gift cycle, from prospect identification and donor research to cultivation strategy, proposal writing, and stewardship.
Along the way we talk about:
• the hidden cost of administrative work in major gift fundraising
• how broken systems once kept me behind a desk nearly full-time
• the breakthrough that helped identify the top 300 prospects for a record-setting campaign
• how fundraisers are using AI to produce cleaner CRM records and better donor briefings
• ethical guardrails, data security, and keeping humans firmly in charge
This conversation also introduces a new program I’m developing called The AI Advantage for Major Gifts, built by a career fundraiser to help peers reclaim time and strengthen donor relationships with practical AI workflows.
If this idea resonates with you, you can join the waitlist here:
letstalkfundraising.com/majorgifts
💡 Want to take the next small step?
→ Free Download: 12 Fundraising Prompts You'll Actually Use
→ Course: The Fundraiser's AI Starter Suite
By Keith Greer, CFRE5
1313 ratings
Most of us came into this work to build relationships. But too often our days get buried under contact reports, prospect research, and messy systems that keep us tied to a desk.
In this episode, we explore a simple idea: what if AI could handle some of the repetitive administrative work so fundraisers could focus more energy on donor relationships?
You’ll hear the story behind a set of practical AI workflows that began as small experiments and grew into a framework that supports the entire major gift cycle, from prospect identification and donor research to cultivation strategy, proposal writing, and stewardship.
Along the way we talk about:
• the hidden cost of administrative work in major gift fundraising
• how broken systems once kept me behind a desk nearly full-time
• the breakthrough that helped identify the top 300 prospects for a record-setting campaign
• how fundraisers are using AI to produce cleaner CRM records and better donor briefings
• ethical guardrails, data security, and keeping humans firmly in charge
This conversation also introduces a new program I’m developing called The AI Advantage for Major Gifts, built by a career fundraiser to help peers reclaim time and strengthen donor relationships with practical AI workflows.
If this idea resonates with you, you can join the waitlist here:
letstalkfundraising.com/majorgifts
💡 Want to take the next small step?
→ Free Download: 12 Fundraising Prompts You'll Actually Use
→ Course: The Fundraiser's AI Starter Suite