Fundraising moves when relationships move.
And relationships move when the friction falls away.

In this episode, we explore how AI can quietly support every stage of the major gift cycle without replacing the human heart of the work.

From prospect identification to stewardship, you’ll hear how practical AI workflows can reduce administrative drag so you can show up with donors more present, more prepared, and more confident.

We walk through the major gift cycle step by step and explore how AI can support:

• Prospect identification and portfolio prioritization
• Faster donor research and one-page briefings
• Turning messy post-visit voice notes into CRM-ready contact reports
• Stress-testing cultivation strategies and next steps
• Strengthening the systems that support real relationships

Along the way, I share a real example of narrowing a 150,000-person database to 300 high-potential prospects, and how today’s tools can compress months of manual work into something far more manageable.

The goal isn’t to automate fundraising.

The goal is to strengthen the systems that allow fundraisers to focus on what matters most: the relationships.

If you’re interested in going deeper, I’m developing a new program called The AI Advantage for Major Gifts, where we explore these workflows across the entire major gift cycle.

You can join the waitlist here:
letstalkfundraising.com/majorgifts

If this conversation resonates, share the episode with a colleague who lives in spreadsheets and leave a review to help other fundraisers find the show.

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