FundraisingAI
GLOBAL SUMMIT 2023
October 23 & 24, 2023
8:30 AM - 2:30 PM PST
Practitioners Day 1
Welcome & Opening Remarks
Mallory Erickson
Responsible AI is Everyone's Responsibility: How a Responsible AI Framework for Fundraising Can Save Humanity
Nathan Chappell
AI Ethics for Fundraisers: Balancing Innovation and Responsibility
Cass Matthews
AI 101 to Enhance Impact
Sarah Di Troia
Promise and Perils of Generative AI for Nonprofit Fundraising
Conor Grennan
When it comes to AI, what makes us successful?: Practical steps to evaluating AI and AI vendors
Jaime Tribble Davis
Panel: The Power of Big Data and How Data Can Inform Strategic Business Decisions
ft. Bloomerang, Neon One, DonorPerfect, Virtuous, and Mallory Erickson
Striking the Balance: AI Efficiency and Donor Trust
Rebekah Tweed
How We All Need to Pivot Now and How
Angle Bush
AI and Personalization: Building Stronger Human Relationships
Meena Das
Bias Mitigation in AI: Ensuring Fairness and Inclusivity in Fundraising Efforts
Charles Buchanan
Panel: Navigating Innovation, Collaboration and Disruption in the Nonprofit Sector
ft. Amazon Web Services (AWS) for Nonprofits, DonorSearch, RKD Group, and GivingTuesday
Platforms Day 1
Generative AI & Modern Innovation: Responsible & Ethical AI Integration
Dave Norris
Accelerating the AI Adoption Curve - From Hesitation to Empowerment
Nejeed Kassam
The Role of AI in Sustainable Fundraising Practices
Howard Lake
Launching the Generosity AI Working Group
Woodrow Rosenbaum and Jesse Bourns
Privacy & Security in AI Systems: Protecting Donor Information in the Age of AI
Ken Haigh
Collaborative Frontiers: Enhancing AI Adoption in Nonprofits through disruptive collaboration
Kaz McGrath
Prioritizing Major Gift Prospects with AI: A Case Study
Andy Canada, JGA & Paul Erbes, Morningside University
Lounge Day 1
Voices from the Field: Boost Your Productivity and Impact with AI
Devi Thomas, Microsoft Philanthropies & Alex Kasavin, Tech for Social Impact, Microsoft
From Data to Donors: Ask us Anything to Learn how DonorSearch Ai Helps You Optimize Outreach Efforts
Scott Rosenkrans, DonorSearch Ai
Fundraising Intelligence AMA
Nundini Krishnan & Mary Whitrow, iWave
What's Next? Upskill in the Age of AI
Sterrin Bird, Salesforce & Deb Taft, Lindauer
Leveraging Consumer Data using AI and Machine Learning in a Privacy Responsible Way
Roger Hiyama & Cameron Popp, Wiland
Can we talk about trust?
Justin McCord & Amanda Wasson, RKD Group
Practitioners Day 2
Reflections from Day One
Mallory Erickson, Nathan Chappell, Dana Snyder, T. Clay Buck, and Kishshana Palmer
Tired of Bad Data? Focus on Feelings, Not Features
Tim Lockie
Panel: The Importance of Change Management through AI Transformation
ft. BWF, GG+A, iWave, Wiland, and Brittany Shaff
The Role of Trust in AI for Fundraising
Piper Sullivan, Salesforce
Jobs and AI: Roles, Responsibilities & Employee Wellbeing
Liji Thomas, Valorem Reply
Incorporating Humans in AI Solutions: Balancing Automation and Ethical Decision-Making
Haniyeh Mahmoudian, Ph.D., DataRobot
The Future of AI in Fundraising: Predictions and Preparations
Tim Paris, Dataro
The Easiest Way to Get Started with AI - A Practitioner's Perspective
Gayle Roberts, Larkin Street Youth Services
Using Responsible AI in Community-Centric Fundraising Practices
Michelle Muri, Community-Centric Fundraising & Meena Das, NamasteData
Panel: Building a Trustworthy Ecosystem: The Responsible AI for Fundraising Imperative
ft. Salesforce, Microsoft, Blackbaud, and Amazon Web Services (AWS) for Nonprofits
Promoting Open-Source Knowledge for AI in Fundraising
Woodrow Rosenbaum, GivingTuesday
Platforms Day 2
Decoding the many forms of AI Hype; Ways to avoid destroying trust in the non-profit sector
Tania Duarte, We and AI
AI Governance and Navigating the Regulatory Landscape for AI in Fundraising
David Bain, InterNational Committee for Information Technology Standards (INCITS)
AI and Data Analytics: Unlocking Donor Insights
Dr. Fay Cobb Payton, North Carolina State University
Ensuring Data Ethics: How AI Tech Vendors Can Support Nonprofits in Ethical Decision-Making
Amy Sample Ward & Tristan Penn, NTEN
Data Ethics & Transparency: Building Trustworthy AI Systems for Fundraising
Stefan Byrd-Krueger, ParsonsTKO
AI as a Tool for Equity
Brandolon Barnett, Giving Compass
Lounge Day 2
What's cloud got to do with it : a conversation on AI and so much more
Kelley Hecht, Amazon Web Services (AWS) for Nonprofits
What AI Can Teach Us About Email Best Practices
Abby Jarvis, Neon One
AI for Impact: Transforming Nonprofit Marketing With The Power Of AI
Eric Linssen, CommunityBoost
AI Overview and Impact on Philanthropy
Joh LaBorde, BWF
Event Experience Guide:
Practioners:
All global sessions will take place here. This track is curated for nonprofit professionals, consultants and technology users.
Platforms:
Are you a technology provider? This track is curated for you!
Lounge:
Join insightful presentations, roundtable discussions, AMAs, and more!
Networking:
Connect with other attendees! Turn your camera and mic on to meet & network.
*All attendees are welcome to visit any track and customize your event experience. Enjoy
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Day 1 Program
October 23, 2023
8:30 am (PST)
Practitioners
Platforms
Lounge
Networking Room
Sponsored by Salesforce
Practitioners
Join our Event Host Mallory Erickson as she kicks off the inaugural Fundraising.AI Global Summit! Start your Summit with us here to get a sneak peek of what’s ahead over these exciting next two days.
9:00 am (PST)
9:30 am (PST)
Platforms
In this engaging session we will dive into the pragmatic and responsible integration of generative AI and natural language processing (NLP). We’ll explore the delicate equilibrium between ingenuity, responsibility, and future-forward progress. Discover how generative AI and NLP can ethically and safely enhance data literacy, build stronger human relationships, and empower data-guided decision-making. Together, we commit to being digitally innovative, transparent, human-centered, and ethically attuned.
Sponsored by Virtuous
10:00 am (PST)
Practitioners
In this session, we’ll provide a critical overview of AI terms, bias concerns, and common machine learning applications. We’ll also dive into real world examples of how nonprofits are creating impact with AI.
Sponsored by RKD Group
Platforms
In this session, we’ll dive into the intricacies of AI adoption among fundraisers, taking a closer look at the psychological and operational barriers that arise when interacting with AI. Our focus is on providing you with practical guidance on how fundraisers can effectively engage with AI tools to maximize their value, while also shedding light on the nuanced capabilities and limitations of AI algorithms.
In this session, we will also highlight the importance of accommodating both early adopters and those progressing at a slower pace along the technology adoption journey. Our ultimate goal is to provide you with a deep understanding fundraisers’ interactions with AI so that, as service providers, we can develop practical AI tools that are attuned to the unique needs and preferences of fundraisers.
Lounge
Fundraising is a challenging and rewarding profession that requires creativity, empathy, and strategic thinking. But it can also be time-consuming and stressful, especially when you have to juggle multiple tasks and priorities. How can you make the most of your limited resources and achieve your goals faster and more effectively? In this workshop, meet with experienced fundraisers who have successfully leveraged AI tools and techniques to enhance their productivity and impact.
10:30 am (PST)
Practitioners
Sponsored by AWS for Nonprofits
Platforms
How can AI prove a sustainable tool for fundraisers and donors? Considering the past adoption of digital tools and opportunities, Howard Lake explores the sustainability of AI tools and thinking to fundraising business models, to fundraising staff, donors and in terms of its environmental impact.
Lounge
Join us for an engaging and interactive session where we dive deep into the world of AI (including our DonorSearch Ai Solutions) and how it can transform your fundraising.
We’ll reveal the secrets behind harnessing the power of AI to identify potential donors, maximize engagement, and drive your mission forward.
Our AI expert will also be on hand to answer all your burning questions about DonorSearch Ai or AI in general! PLUS, you will get to hear real DSAi client success stories.
11:00 am (PST)
Platforms
Join the GivingTuesday Data Commons for the launch of the Generosity AI Working Group and a collaborative data platform for experimentation and progress on AI projects.
Lounge
Ask away! Why is fundraising intelligence important, and what type of data can your organization benefit from using? How can Fundraising intelligence help you do more with less, and how can it support your efforts to create connection and community with prospects and donors?
11:30 am (PST)
Practitioners
Together with Lauren Sheehan, President at DonorPerfect, Ann Fellman, Chief Marketing Officer at Bloomerang, Tim Sarrantonio, Director of Corporate Brand at Neon One, and Erik Tomalis, Chief Evangelist and Director of Business Development at Virtuous, Mallory Erickson of Power Partners Formula™ moderates an in-depth discussion about the intersection of big data and AI, the opportunity for generative AI in fundraising, and the risks of ignoring AI for the nonprofit sector.
Platforms
In this session, you’ll learn about the challenges of keeping sensitive data safe when integrating AI into platforms for the nonprofit fundraising sector. We’ll discuss how we can mitigate those challenges through methods like re-assessing security programs, extending the product lifecycle, providing additional oversight of the data lifecycle in your data pipeline, and completing a risk assessment before starting an AI-enabled project.
Sponsored by DonorPerfect
Networking Room
We asked GivingTuesday’s DataBuddy Ben Cippolini to explore our new 990 dataset and see how AI-enabled approaches could help us understand organization’s missions and programming. In this networking session, Ben shares what he’s learned from the last 2 months of work on the project — what’s working, what’s not working, and what’s next.
12:00 pm (PST)
Practitioners
This talk will address how nonprofits can implement emerging tech solutions in a responsible way that respects and maintains donor trust. How can understanding the societal implications of artificial intelligence empower nonprofits to responsibly use automation to improve the fundraising process? What do nonprofit leaders need to know in order to effectively utilize new technological tools like generative AI in fundraising efforts while avoiding common risks and potential pitfalls?
Platforms
AI presents the nonprofit sector and fundraisers with perhaps the most significant opportunity we have ever witnessed, beckoning a new era of innovation and impact. This opportunity calls for unified action and collaboration. Now is the time for consultants, agencies, and service providers to move beyond traditional roles or competition to build a collaborative ethos to harness AI’s full potential for social impact.
As consultants, agencies, and service providers we are uniquely positioned to bridge the AI skills gap and drive transformation across the sector, yet the key to unlocking this opportunity lies in a unified approach. Our session introduces ‘PLAI to Unite’, a strategic framework designed to consolidate our efforts, harnessing economies of scale to profoundly enhance the support system for nonprofits as well as providing consultants, agencies and service providers an opportunity to learn together, connect and collaborate.
Your role in driving #AIforGood this sector is pivotal. How might we drive strategic partnerships and unleash the power of collaboration? Join us – let’s PLAI!
Sponsored by GG+A
12:30 pm (PST)
Practitioners
Sponsored by GivingTuesday
Platforms
Lounge
1:00 pm (PST)
Practitioners
In an increasingly digitized world, where technology often distances us from genuine human connections, the role of AI in fostering stronger relationships might seem counterintuitive. However, this talk will explore how AI, when harnessed thoughtfully, can actually enhance and deepen our human interactions. Join us for an engaging discussion that delves into the heart of AI-powered personalization. Discover how advanced algorithms and machine learning models can empower businesses and individuals to create tailored experiences that resonate with people on a personal level. We will collectively learn insights on the ethical considerations surrounding AI-driven personalization, emphasizing the importance of transparency, consent, and data privacy. Whether you’re a tech enthusiast, a business leader, or simply curious about the future of AI and personalization, this talk will provide food for thought when it comes to technology’s impact on building stronger and more meaningful human relationships.
Platforms
Personal outreach to donors is labor intensive and can drain resources if gift officers are not engaging the right prospects. Morningside University combined behavioral characteristics and wealth screening to uncover prospects with both the passion and capacity to give. Using AI, the private university was able to pinpoint priority major gift prospects, personalize cultivation and outreach, streamline portfolios, and forecast donor potential and overall ROI for their advancement program.
Lounge
Come join Wiland staff in a roundtable discussion where we’ll be discussing how nonprofits can leverage consumer data using AI and machine learning in a privacy responsible way. This session will provide a forum that allows everyone to share their experiences, ask questions and network within a group with shared interests!
Networking
Tim has 20 years of organization experience as a volunteer, youth worker, camp counselor, music instructor, foster parent, getaway driver for teens in danger, board member, finance director, bookkeeper, recruiter, and community administrator…the list goes on. He has seen system deficiencies range from missed opportunities to damaged relationships in these capacities. Tim believes that Digital Transformation is affordable and scalable with nonprofits of all sizes and is obsessed with The Human Stack. You can hear more from him and his co-host Tracy Kronzak on the Why IT Matters podcast.
1:30 pm (PST)
Practitioners
Lounge
This lounge session will be used to share two key takeaways of RKD’s solid gold research on donor trust.
During the lounge session, we’ll openly discuss ways to improve transparency for donors.
2:00 pm (PST)
Practitioners
Moderated by Woodrow Rosenbaum of GivingTuesday, join Kelley Hecht, Principal Strategic Advisor, Nonprofits at Amazon Web Services (AWS) for Nonprofits, Chris Pritcher, CEO at RKD Group, and Nathan Chappell, Senior Vice President at DonorSearch AI and Co-Founder at Fundraising.AI, as they come together to discuss practical, actionable strategies nonprofit leaders can take to separate hype from reality, foster conditions for success, and maximize impact.
Day 2 Program
October 24, 2023
8:30 am (PST)
Practitioners
Platforms
Lounge
Networking Room
Sponsored by Salesforce
9:30 am (PST)
Practitioners
Join Alex Oftelie, Senior Vice President, Decision Science at BWF, Mary Cote, Vice President of Product at iWave, Bryn Weaver, Chief Data Ethics Officer at Wiland, and Dana Gresko, Vice President, Analytics at GG+A for a deep dive into how change management can enhance your AI transformation journey. Moderated by Brittany Shaff of the Shaff Fundraising Group, this session will cover common challenges, useful metrics and indicators, and recommended best practices from these industry experts.
Platforms
Nonprofits are currently being bombarded with conflicting utopian and dystopian communications about AI. For the many non-profits that lack digital maturity, such messages can be scary, confusing and potentially paralysing. Even those organisations further on the journey can be overwhelmed,and struggle to make effective and empowering decisions about how they approach and use AI. This session explores how platforms and vendors can play a role in combatting damaging misconceptions about technology solutions, and increase the potential for charities and wider communities to get the most from AI. This session will explore a framework for more helpful communications which can build trust, reduce risk and remove barriers to AI literacy.
Sponsored by iWave
Lounge
Our industry is at an inflection point. The intersection of donor expectation, legacy technology, emerging innovations and organizational priorities offers a unique opportunity to drive impact across our missions. Yet, aligning perspectives, budgets, and timing to stay focused on that intersection can be a challenge. Join us in the lounge for a conversation that faces these challenges with information that diffuses the hype to set you, your team and your mission up for success.
10:00 am (PST)
Practitioners
In this session, we’ll talk about different AI use cases for Fundraising and how Trust plays a vital role in being able to take advantage of all that AI has to offer.
Platforms
What is the state of play of AI regulations and AI standards in the world today? How can fundraisers raise their AI Standards awareness today and what actions must they take to be in alignment with evolving requirements while honoring and protecting donors?
Sponsored by Bloomerang
10:30 am (PST)
Practitioners
In today’s rapidly evolving work environment, Artificial Intelligence (AI) is no longer just a futuristic concept; it’s a present reality altering job roles, responsibilities, and employee well-being. This talk aims to provide a roadmap for navigating the AI revolution that is transforming the way we work.
Key Points
Emerging Roles: As AI automates routine tasks, new roles are emerging that require a blend of technical and soft skills. Understand what these roles are and how to prepare for them.
Shifting Responsibilities: AI is a tool, not a replacement for human ingenuity. Learn how responsibilities are shifting, requiring a focus on skills such as decision-making, ethics, and emotional intelligence.
Employee Well-Being: AI can have significant implications for staff wellness, affecting everything from job security to mental health. We will explore what measures can be put in place to ensure employee well-being in an AI-integrated workplace.
Case Studies: Real-world examples will be showcased to demonstrate how companies are successfully integrating AI without compromising employee well-being.
Future Outlook: What can we expect as AI technologies become more advanced and prevalent? Gain insights into the future of work and how to adapt successfully.
By the end of this talk, attendees will have a clearer understanding of the changes AI is bringing to job roles and responsibilities, as well as practical guidelines for ensuring employee well-being in this new era of work. Whether you are an employer, an employee, or someone entering the job market, this talk will equip you with the knowledge and tools you need to adapt and thrive.
Sponsored by Microsoft
Platforms
Networking Room
GTDC team members will facilitate a brainstorming session to identify opportunities and problem statements for potential collaboration via the Generosity AI Working Group.
11:00 am (PST)
Practitioners
The rapid integration of artificial intelligence (AI) in various sectors offers unprecedented automation capabilities, making operations more efficient and scalable. However, a purely automated system can sometimes lack the nuanced judgment and ethical considerations inherent to human nature. This talk delves into the critical importance of striking a balance between AI-driven automation and human-led decision-making. We’ll explore practical strategies to incorporate human oversight in AI systems, ensuring ethical considerations aren’t overlooked. Through real-world examples, we will examine the consequences of over-reliance on automation and the significant benefits of incorporating human-centric design and responsible AI framework in the AI lifecycle.
Lounge
If you sat down in front of 37,472 individual email campaigns, how long would it take you to analyze their performance and find patterns you can use to improve your own emails’ performance? It’d probably take you a long time, right? But we asked an AI model to do it, and it found some pretty useful data in just a few minutes.
Come learn what we discovered! You’ll learn what AI revealed about subject lines, preview text, and even how many links to include in an email. If you’re curious about how AI tools can result in actionable insights that can make your emails more effective, this session is for you.
Networking Room
GTDC team members will facilitate a brainstorming session to identify opportunities and problem statements for potential collaboration via the Generosity AI Working Group.
11:30 am (PST)
12:00 pm (PST)
Practitioners
Confused about all the talk on AI and its role in fundraising? Gayle Roberts is here to help. With three years of experience using this tech, she and her fundraising team have raised millions to support their good cause using AI. In this session, Gayle will share her insights and offer simple steps for fundraisers. If you’re looking for a clear guide on how to use AI for your organization, this is the session for you.
Sponsored by Blackbaud
Platforms
Lounge
You’ve heard that AI is a powerful tool – but what are the implications for nonprofit marketing?
Join us for a conversation that goes beyond Chat GPT to explore the incredible potential of artificial intelligence (AI) to revolutionize nonprofit marketing. Discover how AI can help you analyze your data, better engage supporters, and optimize your marketing efforts.
You’ll walk away equipped to implement a more effective and impactful marketing strategy with a few simple AI-powered tools.
Networking Room
The Love & Robots Podcast Pitch Session—Got an idea for a nonprofit tech topic you’d like to see discussed on a webcast? Are you an expert that wants to connect with a lively community of nonprofit pros? A nonprofit pro that is doing something cool with technology? Just want to say “hi”? Stop by and introduce yourself to Megan Donahue, the host and producer of Love & Robots, a monthly live webcast focusing on the intersection of nonprofits and technology.
12:30 pm (PST)
Platforms
In a world where the discourse around AI often revolves around biases and fears, this session seeks to broaden the narrative. We will explore how AI can serve as a potent tool to advance equity within the philanthropy and social impact sectors by amplifying the capabilities of people, organizations, and groups that typically receive limited resource support. The session will use real world examples of AI use in small nonprofits, minority owned businesses, and technology to delve into the real-world implications of AI, not just as a technological marvel but as a facilitator that can bridge informational gaps, provide accessible advice, and empower entities, especially those led by people of color, to get more done and drive more social impact.
Sponsored by Neon One
Lounge
Join us for an engaging Virtual Lounge Session where we’ll delve into the world of Artificial Intelligence (AI) and its profound influence on the realm of philanthropy. This session is designed to provide you with a comprehensive understanding of AI’s role in shaping the future of philanthropy.
Networking Room
The Love & Robots Podcast Pitch Session—Got an idea for a nonprofit tech topic you’d like to see discussed on a webcast? Are you an expert that wants to connect with a lively community of nonprofit pros? A nonprofit pro that is doing something cool with technology? Just want to say “hi”? Stop by and introduce yourself to Megan Donahue, the host and producer of Love & Robots, a monthly live webcast focusing on the intersection of nonprofits and technology.
1:00 pm (PST)
Practitioners
Join Paula Goldman, Chief Ethical and Human Use Officer at Salesforce, Erik Arnold, Chief Technology Officer at Microsoft Philanthropies, and Sudip Datta, Senior Vice President and Chief Product Officer at Blackbaud, for a unique glimpse into how these visionary leaders approach questions of trust and ethics in AI. Moderated by Kelley Hecht of Amazon Web Services (AWS) for Nonprofits, this session will cover current perceptions of AI, the state of the industry’s AI readiness, and the key ethical priorities and challenges faced by leaders looking to utilize AI responsibly. Don’t miss this session!
2:00 pm (PST)
Practitioners
In order to build a social sector that is more resilient, thriving, and most importantly that doesn’t get left behind, rapid but responsible innovation of AI technologies is imperative. Hear from GivingTuesday’s Chief Data Officer, Woodrow Rosenbaum on the urgent need for concerted collaboration to identify ways these tools can be effectively used and understand the risks of utilizing these new technologies.
2:30 pm (PST)
Practitioners
Join us for a brief wrap up of Day 2 and help us celebrate the close of the Fundraising.AI Global Summit!
Sponsors
Impact
Power
Featured
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Media
FAI Summit Code of Conduct: Fundraising.AI is an initiative designed at the intersection between Responsible AI and philanthropic fundraising. The intention here is to enable the nonprofit industry with knowledge and resources of ethical adoption and use of AI. At every meeting and public gathering (virtual or in-person), we are committed to fostering an environment free from physical, emotional, and psychological harm. We will not tolerate harassment, discrimination, and intimidation of any form to any individual or community. All individuals must exhibit professionalism, respect for others, and refrain from any inappropriate and unwelcome physical contact, sexual references, and aggressive advances.Anyone who experiences or witnesses a violation of this commitment, should immediately contact the Fundraising.AI team at hello@fundraising.ai. Anyone found in violation of this Code of Conduct by any means may receive a warning, registration forfeited, or experience escalation to appropriate legal authorities.
If you have questions or need tech support during the event, please email hello@fundraising.ai.
