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.
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.
In the latest issue of Connections, Erin Olson explores the profound impact of inclusive and equitable language within prospect research and development. The article provides actionable guides for shifting away from gendered, sexist, ableist or historically harmful terms toward language rooted in kindness and respect. By intentionally choosing inclusive alternatives, nonprofit professionals can foster a deeper sense of belonging for colleagues, donors and constituents.