Discover how to transform curiosity into confidence when integrating AI into your prospect research workflow. In this article, Emma Aguirre shares a practical approach to using AI in three key stages: preparing for research by understanding unfamiliar concepts, processing complex public information like SEC filings during research and refining final deliverables for clarity. Learn how to balance efficiency with accuracy while maintaining strict data privacy, ensuring AI serves as a helpful tool rather than a replacement for professional judgment.
Can a small, budget-conscious prospect development shop build its own secure AI tool? In the latest issue of Connections, Nikolai Shchelkov, MSIS, MBA, shares how he designed and tested a secure, offline agentic AI prototype at Eastern New Mexico University. Running entirely on a single laptop with zero budget, this tool allows researchers to ask natural-language questions of their donor giving history and get immediate, calculated results without risking sensitive constituent data.
Get ready to enhance your prospect management at Plug In to Pipelines, a virtual two-day conference held June 2-3. This event dives into sophisticated metrics, AI-driven health assessments, and strategies for building the next generation of major gift pipelines. Whether you are a solo practitioner or part of a large team, you will gain actionable insights on tracking portfolio movement and maximizing limited resources from experts across the sector.