Following a well-attended June webinar, this article summarizes key takeaways and practical scenarios from prospect development professionals navigating due diligence and gift acceptance in an uncertain climate. It highlights three real-world case studies detailing reputational risk, structured cross-functional gift reviews, and international research nuances. Additionally, it provides actionable insights on establishing formal governance policies, deploying tiered assessment models, adhering to fact-based research standards, and securing internal leadership buy-in.
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.
In the latest article for Connections, Stephanie Willis explores the complex legal and ethical landscape of buying, selling and renting donor data. Featuring insights from Mary Doorley Simboski and Sarah Marcotte, the piece highlights how list-sharing practices impact donor trust, compares U.S. and Canadian regulations and offers practical alternatives for growing an organization's donor base safely.