Cost to Attend: 
Members: $45 | Non-Members: $60
Attendance PLUS Membership: $145

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AI in Charitable Giving Management

Artificial intelligence is evolving at an overwhelmingly rapid pace. While AI presents a lot of opportunities for gift planners, some are still scratching the surface. Learn about innovative ways fundraising professionals are using the tech to measure direct impact, contextualize research, and support under-resourced teams. This session is accessible for all levels of AI literacy.

What you'll learn:

• An introduction to how generative AI and Agentic AI is transforming the way giving professionals approach their engagement strategies.
• Use cases for how AI innovation can enhance the human-side of donor cultivation.
• A live demo creating a custom agent for a specific task with measurable impact.

Speaker: AJ Rosado

A strategic thinker with a passion for tech - AJ is dedicated to creating economic opportunities through artificial intelligence, fundraising, and human-first leadership. He has secured and managed over $6 million in funding, sponsorships, and charitable giving; AJ is a pioneer in AI integration surrounding charitable giving. He's built custom large language models that automate prospect research and grant writing. He helps share how nonprofits and businesses can integrate AI policy, education, and software across operations.

Agenda:

7:45 AM - Registration/Breakfast/Networking
8:20 AM - Announcements and Introductions
8:30 AM - Program
9:30 AM - Adjourn

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Assets

Speaker: Laura Malone

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Estate Administration/Stewardship

Panel Discussion

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