Leading experts in the integration of technology and philanthropy guide this exploration of AI’s potential to reshape the landscape of charitable gift planning. Whether you’ve already experimented with AI or are just curious, this session will provide you with a solid foundation for the strategic and ethical application of AI technologies. Through discussion and hands-on practice, you will be prepared to leverage AI in a manner that enhances your professional capabilities and amplifies your contribution to your organization. Participants will be expected to bring laptops to this session.

During the session, attendees will:

• Explore current applications of AI in enhancing donor engagement, streamlining processes and unlocking new opportunities for charitable organizations.
• Prepare to use artificial intelligence responsibly by understanding the ethical dimensions of AI, focusing on privacy, transparency and the stewardship of donor data.
• Understand how to select and implement specific AI tools and platforms, with attention to the benefits and challenges of various technologies, including predictive analytics and natural language processing.
• Participate in a hands-on workshop designed to translate theoretical knowledge into practical skills and apply AI tools in the context of planned giving.

This program is expected to be approved for CFRE and CSPG credit.