How to Raise: AI-Powered Fundraising: How Artificial Intelligence Is Transforming Planned Giving

Artificial Intelligence is reshaping how nonprofits engage donors, identify legacy prospects, and steward relationships at scale. This session explores how AI can support planned giving professionals in practical, ethical, and high-impact ways. We’ll review real-world examples, current tools in the market, and actionable steps to help your team start using AI effectively—without losing the human touch that drives planned giving. By the end of this session, participants will be able to: Understand how machine learning, predictive analytics, and generative AI are being applied in planned giving. Identify where AI can streamline donor identification, communication, and stewardship. Evaluate key AI tools (DonorSearch, Dataro, Kindsight Engage, Avid AI, etc.) and how they fit into existing fundraising workflows. Apply ethical best practices for balancing automation with authenticity. Develop a simple roadmap for safely piloting AI-driven strategies in donor outreach and reporting.